Adding Billing Periods

Ubersmith has five built-in billing periods: one-time, monthly, quarterly, semi-annually, and annually. These periods define how often the system bills a service.

You can use a billing period only once after you create it. You can customize the built-in periods, but you cannot remove them. You can also add custom billing periods to the system.

Access the Billing Periods Page

1. From the Ubersmith Dashboard, click Settings.
2. From the Settings menu, click Billing Periods.

Complete the Add Billing Period Page

1. From the Billing Periods page, click Add New Billing Period.
2. In the Period (in Months) field, enter a whole number.
3. In the Singular Name field, enter the period name (example: month).
4. In the Plural Name field, enter the period name (example: monthly).
5. In the API Label field, enter the period name for API use.
6. Click Save, Save & New, or Cancel.