Billing Preferences

Billing preferences are set of configurations that are supposed to be setup according to the underlying business scenarios because these settings totally depend on your business nature and customer relationship.

Billing preferences involve various settings including invoice setting and payment queue. To setup the billing configurations, navigate to the following path.

Click on the First tab, that is "Billing Settings" to configure billing settings. Here, you can turn ON/OFF the billing system, Enable/Disable tax collection and the different document ID's to start from.

Disable prorate billing: Prorated billing is a technique for applying standard billing methods to nonstandard billing periods. For example, if a bill for a service is usually invoiced monthly, prorating the bill allows the service provider to bill for an amount that reflects the portion of the month in which the service was used. Prorated billing can be applied to periods shorter or longer than the usual billing period.

If you disable prorated billing, following will happen:

• The add-ons purchased with a subscription will be prorated with that subscription and a single invoice will contain one subscription and its Add-ons. This will only apply to subscriptions and add-ons having same billing cycle (Weekly, Monthly, Yearly etc).

• On the other hand, the subscriptions will be billed on the date it is purchased. Also, all the subscriptions purchased on the same day will be invoiced together.

Balance sign meaning:

Positive balance means the customer owes money to the provider: When this option is selected, the positive balances shown in statements are owed by customer.

• Balance without brackets (customer owes money to provider)

• Balance with brackets (provider owes money to customer)

For viewing, please navigate to:

Negative balance means the customer owes money to the provider: When we select this option, the negative balances shown in statements are owed by customer.

• Balance with brackets (customer owes money to provider)

• Balance without brackets (provider owes money to customer)

For viewing, please navigate to:

Click on the Second tab, that is "Invoice Settings" to configure invoice setting. Here, you can setup when to generate invoice and when to email it to the client and other settings.

Click on the Third tab, that is "Payment Queue Settings" to configure payment/credit card settings. Here, you can specify either to Charge or Authenticate the credit card, when to charge or how many time make an attempt to charge a credit card and similar other settings.

Charge: By selecting this option the payment is automatically paid and its status will be changed to complete. For viewing, please navigate to:

Authenticate Only: When we select Authenticate only mode then payments will show in waiting capture tab.

Click on the Third tab, that is Payment Queue Settings & select Authenticate Only.

Waiting Capture: When you select this option, the payments are placed in pending for transaction tab in online payment section.

For viewing, please navigate to:

Automatically process orders selected to be paid offline: By enabling this option the services will automatically be provisioned from service queue.

By disabling this option the services will not automatically provisioned from service queue. You have to provision it manually by clicking Run in the Service Queue.

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