Billing

Billing

Introduction

The Billing section of the Customer Account is where all information regarding customer billing can be seen. This includes a balance overview, a section for Autopay, any recent trasactions that have been made on the account and any subscriptions that the customer has on their account.

Balances

The first thing seen on the Billing page is the Balances box. Here Balances will be shown, Overdue ammounts, Budget as well as an aging report for the customer

Autopay

The Autopay section is where credit cards can managed for autopay purposes, this includes adding new cards to the account. A more detailed look can be seen on the Autopay/Adding Credit Cards page.

Recent Transactions

The Recent Transactions sections shows any recent invoices or receipts that were added onto the account. A more detailed look at Invoices, Collections and Ledgers can also be seen from here by clicking on each respective button. A more in depth look at Recent Transactions can be seen on the Recent Transactions page.

Subscriptions

The Subscriptions section is where all subscriptions the custmer has can be seen and added. When first looking at the subscriptions section, a table will generate with each subscription being a line item and with the following columns

Subscriptions can then be added by clicking on the add button on the top right corner of the subscriptions box. Clicking on it will bring up the Edit Subscriptions popup which will generate the following fields

Once all fields have been filled out, clicking on save will add the subscription to the account and clicking on cancel will void out any information and close the popup. Existing subscriptions can edited by clicking on an exiting one. The same popup as the add Subscription will show with all fields already filled out and can be edited if need be

Autopay/Adding Credit Cards

Overview

The Autopay section of billing is where credit cards on a customers account can be managed. This includes adding credit cards to the account and what autopay features are placed on said cards. All autopay services will appear as manual until a card is added for the purposes of being autumatically billed. If the customer decides not to be auto charged, all services can be set to manual as well

Adding Cards

Clicking on the Add button on the top right of the box will bring up the add card page. The following fields must be filled out for a card to be added on to the account

  1. Billing Information

    • First Name
    • Last Name
    • Company (Optional)
    • Email (Optional)
    • Phone Number
    • Billing Address
    • Adress Line 2 (Optional)
    • City
    • State
    • Zip Code

  2. Payment

    • Card Number
    • Expiration Date
    • CVV

Once all fields have been filled out, clicking on submit will add the credit card onto the customers account and can now be managed for autopay purposes.

Managing Cards

Clicking on the Manage Cards button will bring up the Cards Setting popup. Here all cards on the account can be seen and managed for autopay purposes. The popup will generate with each card as a line item and with the following columns

Charge Deposit

Clicking on Charge Deposit under the actions column of a credit card allows for the card to be charged a deposit for a future service. This can only be done if a credit card has been added to the system. After clicking on Charge Deposit, a Charge Deposit popup will appear and however much the customer is going to be charged will be filled out in the amount field. After adding an amount, click on Charge to charge the card for the deposit made. This will be reflected as a credit on the Customers Account and will be be used as well for any outstanding balances already on the account. This same credit will be applied as well for future deliveries or any services provided to the customer.

Edit Card

Clicking on the edit button will allow for a card to be edited for Autopay puroses. Once a card is added on to the account, the card itself cannot be edited. The Edit Card popup will then generate, which allows for autopay edits and will show the following information

Once an autopay has been decided for each service, clicking on save will save the changes made to the card and clicking on cancel will cancel out any changes made. If a customer decides to have autopay features placed on their cards, the autopay box will now show each service with a card attached to the service. The customer also has the option to have each service have their own card if applicable. Once closed, the Card Settings popup must also be saved for any changes to take effect

This option can always be edited in the case of a customer getting a new card or even if the customer decides not to do autopay anymore

Recent Transactions

Overview

This section of Billing shows all recent transactions that have been made on the account including payments, deliveries, service, subscriptions and etc. The section appears as a table with line items being transactions with the following columns

The Section also gives a more in depth look into Invoices, Collections and Ledgers by clicking on each one

Invoices

Clicking on invoices will bring up the Invoices page. Here a more detailed look at each invoice will be shown. The page will appear as a table with each invoice as a line item and with the following columns

Along with showing the invoices, double clicking on an invoice will bring up the full details of the invoice itself. A more detailed look at invoices can be seen on the ... page. A new invoice can also be created here simply by clicking on the New Inoice button. A new line item will appear and can be edited by double clicking the new invoice. The invoices can also be exported by clicking on View Invoice which makes for easier printing and sharing. A receipt of the invoice can also be printed by clicking on View Receipt and finally the invoice can be emailed to the customer by clicking on Email Documents. An invoice must be selected by selecting the invoice with a check next to it to be able to perform the previous actions.

Collections

Clicking on the collections button will bring up the collections page for each invoice that was created for a completed project. The in depth look shows specifics for the invoice selected.

Invoice Details

This part of the page will show specifics of the Invoice selected. when generated, it will shows the following

The page then gives the option to take actions on the invoice

Next to that will be a Charge and Receipt tab which shows all Charges and Receipts associated with the invoice

A look at all collections can be seen on the billing section of the app and a more in depth look at Collections can be seen on the Collections guide

All Invoices

This section of the page shows all invoice that the customer has on file. This includes all open invoices that show up on the Open Tab and all completed invoices which are under the Complete Tab. Clicking on an invoice will generate all it's information that was shown in the Invoice Detals section above