Agent and Clients


Overview

Agent Commissions tab will only show up for any Certified Partners or Agents of Clearly IP. This is where you can track all your commissions, view your special signup URL for customers, or create customers directly that allows you to also log in as the customer and manage their account at any time.

The concept of Agent applies in 2 places for Clearly Trunking and Clearly Cloud. You as an Agent, can be the Agent for a specific Trunk or Cloud Location or the Agent for the whole customer. The difference is explained here;

  • Location Agent - When you are set as an Agent at the Trunking or Clearly Cloud Location level, it entitles you to receive a commission on that location, but you cannot log in as the customer. For a location to be assigned to you as the Agent, your customer must complete the Location Order/Creation using your custom New Signup URL as defined on your account, as outlined here.
    • If your customer creates the location directly at Clearly IP URL without your New Signup URL, the location will not be assigned to you as the Location Agent unless you were marked as the Master Agent for the whole customer, as defined below.
  • Customer Agent - When a customer is assigned to you as an Agent, it allows you to log in as that customer without knowing the Customer Login information, manage the Account, and place orders on their behalf as an authorized user on their account. The only way to be set as the Customer level Master Agent is to create the Customer under your account, as outlined here.
    • By being the Customer level Master agent, any location they create for Trunking or Clearly Cloud will automatically set that Location to you as the Agent to receive the commissions regardless of what URL they used to order/create the new Location.

If you have Customers created using the New Signup URL and want them listed here, along with the ability to log in as the Customer, you will need to have the customer open a support ticket with us at https://support.clearlyip.com request that we move their Customer Account under you as the Master Agent, and we can make that change.

Information

  • Navigate to Agent Commissions > Information
  • From here, you can view information related to your Agent account with Clearly IP.
    • Agent ID Code - A unique code for your account. This code is used as part of the custom Signup URL below.
    • One Time Commissions - The commission % you are paid whenever a new order is placed versus the monthly residual commission below.
    • Residual Commission - The monthly commission % you are paid monthly for all services related to each location.
    • New Signup URL - This is the custom URL that you give to your customers when they want to order/create a new location themselves versus you logging in as them. This will assign you as the Location Agent for that new location. This URL only needs to be used on the initial Location creation to tie the Location to you as the Agent. If you use the Customer Agent option from above, the whole customer is assigned to you as the Agent, and any location they create will automatically be assigned to you as the Agent regardless of the URL they use.

Location List 

  • Navigate to Agent Commissions > Location List
  • From here, we can see a list of all the Trunking or Clearly Cloud Locations that you are being paid an Agent Commission on, and we can view the following fields for each Location
    • Status - If the location is Active or Closed. If closed, the location is no longer being invoiced, and no commissions will be paid any more on that location since the location was canceled.
    • Location ID - The unique ID we create for each location when the location is created.
    • Name - Name of the Location as defined by the Customer
    • Account Owner - Customer Name that the Location belongs to.
    • Location Plan - What contract plan the location is under, such as Month to Month, 12 Months or 36 Month contract terms.
    • Start Date - The date the location was created.
    • Date Closed - Date the location was closed or canceled.
    • Monthly Invoice Date - What day of each month the location is invoiced on.

Invoices and Credit Notes

  • Navigate to Agent Commissions > Invoice and Credit Notes
  • From here, you can see a list of all invoices and/or credit notes that were created for all the Locations that you are a Master Agent of. You can also view the commission amount earned on each invoice, along with when the commission was paid.
    • Type - If the invoice was for a new purchase or monthly renewal since the commission % can be different on a monthly residual versus a new purchase.
    • Invoice # - The invoice number
    • Invoice Date - Date the invoice was created
    • Customer Name - Name of the Customer for this invoice.
    • Service Location Name - The location name the invoice was created for.
    • Total Invoice - Total amount of the invoice, including taxes which commissions are not paid on.
    • Invoice Payment Date - Date the invoice was paid by the customer. If blank, the invoice has not been paid yet. Commissions are only paid out after the invoice is paid by the customer.
    • Agent Commissionable Invoice Amount - Amount of the invoice that is Commissionable. This is the total invoice amount minus any taxes or fees we pay the actual commission off of.
    • Total Commission Amount - Amount of commission due on this invoice
    • Commission Pay Date - Date the commission was paid from Clearly IP. If blank, the commission has not been paid yet.
    • Commission Paid Ref # - The payment reference number on the payment made from Clearly IP to the Agent such as Check # or EFT ID number.
    • View Invoice - Link to view the actual customer invoice.
  • Agent Commissions are paid out once per month once the amount of total agent commission due has exceeded 50.00. Until the total amount due reached 50.00 the invoices will be listed above with the Commission Amount but the Commision Pay Date and REg # will remain blank.
  • The timeline for monthly agent commissions are as followed.
    • First week of the new month the Commission is calculated for the previous months commissions.  If the amount due in total is over 50.00 you commission will be queued up for payment.
    • Once you commission (around the 5th-7th of each month) is queued up you will receive a email from us with the expected payment date and the Payment Reference Number.  These same 2 fields will be updated in the list of invoices above for all invoices the payment is being setup for.
    • Payment is setup for around the 22nd-25th of each month and will be provided in the email notification above.

Customers

  • Navigate to Agent Commissions > Customers
  • The customer’s tab will show you a list of all customers that you created direct, and let you log in as the customer with a link. You will not need to know the Login Username or Password, since these are Customers you created under your account and not directly created by the Customer. See the Overview section on the difference between customers signing up with your Agent URL link versus customers you create direct here.
    • Name - Customer business name
    • Customer ID Number - Unique Clearly IP account number for the customer.
    • Type - What type of customer this is. Normally End User, but there may be other types. ClearlyIP controls this.
    • Verified - If the account is verified. A non-verified account means they can log in to the store, but their service for trunking or cloud will not work until they call us and verify their identity. Normally this will be set to yes when your agent creates the customer under you since we have a trust factor with you and trust you are adding legit customers.
    • Statement Date - Day of the month that this customer will be invoiced for all their locations with us.
    • Actions - Login Options allows you to impersonate login as the customer without needing to know the password of the user. When clicked on it will prompt you to list the users the customer has and lets you pick which user you want to login as.
  • To create a new customer that you will be marked as the Master Agent, click on the "Create New Customer Account" button.
  • You will need to provide the following pieces of information, and the account will be created, and the customer login will also be active. Share with your customer the Login details, and they can now log in to their account.



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