Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Billing & Services provides your clients online access to their invoices, services, tax exemptions, credits, orders and quotes.


View Invoices

Clicking View Invoice opens the View Invoices page. Based on the selected view criteria, either unpaid, paid or all invoice display. From this page, your clients can view any invoice and pay for a selected invoice online.

View Services

Clicking View Services opens the View Services page. Based on the selected view criteria, either current, recurring, one time, or all services display. From this page, your clients can view the details of any service and authorize you to automatically charge them for a service.

View Tax Exemptions

Clicking View Tax Exemption displays the View Tax Exemption page. Based on the selected view criteria, either all, active, pending approval, or deactivated tax exemptions display. Your clients can add new and update existing tax exemptions.

Info

You can control if tax exemptions are editable from the Settings page.


View Credits

Clicking View Credits opens the View Credits page. Based on the selected view criteria, either current or all credits display. Your clients can view the details of any credit issued to them.

View Orders

Clicking View Orders opens the View Orders page. From the View Orders page, your clients can select a specific order to view the details of that order and post a follow-up message to you about the order.

View Quotes

Clicking View Quotes opens the View Quotes page. From the View Quotes page, your clients can select a specific quote to view the details of that quote and sign the contract to begin using the quoted service.


PayPal Subscriptions

Clicking Create PayPal Subscriptions opens the Create PayPal Subscription page. Your clients can select the period and the services available to by charged a fixed amount for a specific period. Once your client selects their desired period and services, clicking Create Subscription opens the PayPal site, where your clients can establish the subscription with PayPal.

Panel
borderColor#8181AA
bgColor#FDFDFD
titleColor#8181AA
titleBGColor#2F304F
borderStylesolid
titleOn this page:

On this page:

Table of Contents
indent10px

Related Topics 
Anchor
Related Topics
Related Topics

Client Portal


Page properties
hiddentrue
Document StageBeing Reviewed
AudienceClients
AuthorCamille
ReviewerBoo
Created Date8/2106
Updated Date
Version
Linksyes
Graphicsyes