How to create a new billing profile

Version: V4.1.10084
Added on: 04/08/15
Difficulty:

Time: 15 min
Category: Quick Guides

Billing Profile

Are you ready?

In this tutorial we are going to learn how to create a new billing profile that will include credit cards and direct debit processing, as well as statements generation.

To form the billing based on invoices for past 30 days, we will use the following parameters:

Name: Default BP
Age: 30
Min Amount: 0.01
Max Amount: 5000
Log in to the system using your Username and Password and switch to the Console Perspective.

Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
Select appropriate Merchant or Merchant Account in the top left section of the screen.
Click Setupbutton in the top section of the screen.
Choose Billing Profiles menu item from the list.
Locate Billing Profile List groupbox
Click Newbutton
Locate Billing Profile groupbox
Enter Default BP into the Nametextbox
Enter 30 into the Agetextbox
Enter 0.01 into the Min Amounttextbox
Enter 5000 into the Max Amounttextbox
Locate Include CC checkbox and check it off.
Locate Include ACH checkbox and check it off.
Locate Include Statement checkbox and check it off.
Click Savebutton
Congratulations, you are done!

You have learned how to create a new billing profile. Now, let's learn how to add a new billing.

Name	Added On	Difficulty	Time Required	Description
How to create a new billing cycle and deactivate it	09/08/14		15 mins	In this tutorial you will learn how to create a new billing cycle using Console perspective and deactivate it.
How to add new billing	04/08/15		15 mins	This tutorial will teach you how to create a new billing.