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6. Self Service Portal

Self-Service Pages allow you to embed the "My Account" functionality from BluBilling into your own website. This allows your customer to perform self-service activities such as view their account balances and status, current and past invoices, make payments, etc. All of these self-service screens are already built into BluBilling, and may be quickly deployed within a framed page on your own website so that you maintain brand presence with your customer by keeping your customers on your own website.

Fig 6.0 shows the BluSynergy self service widget placed on the customer site

Quick guide to enable Self Service setting

  • Login to BluSynergy as an Admin

  • Navigate to System>>Customer Care>>Self Service Settings

Fig 6.1 shows the Navigation to configure the Self Service Settings

  • Click on Create a Profile

  • This profile controls your customer actions when they login into the self service page from your website

  • Input a Profile Name and Profile ID

Fig 6.2 shows the BluSynergy how to create a Self Service profile

  • After giving a profile name, the Self Service settings need to be enabled

  • These settings invoice many differents aspects of the Self Service Configuration separated by tabs

  • The first tab is Payment

Fig 6.3 shows the Payment tab in the Self-service configuration page

  • Allow Payments will control if your customer is allowed to make payments on the invoices.

  • Show Payments will show all the previous payments made by your customer.

  • Payment Method will allow you to control what type of payments are allowed from the system

  • Payment Options will allow the customer to enter the price of their choice if enabled and also controls if the customer can choose what invoice to pay for by letting the customer select the invoice or compulsorily pay for all the outstanding invoices.

  • Credit Card/ACH Mode allows you to to let the customer save their card info on file, force customer for auto pay or donot present the option to save card info.

  • Success url is where your customer will be redirected to after completing payment or if the payment fails.

  • Edit Effective Date allows your customer to edit the payment date.

  • The second tab is Customer

Fig 6.4 shows the Customer tab in the Self-service configuration page

  • Show Navigation Bar option will show the Navigation bar to your customer when they have logged in.

  • Allow Profile Edi will allow your customer to edit their details like Address, Email, Phone..etc

  • Allow Logout will show a Logout button to your customer

  • Enable Customer Billing Run will allow the customer to run billing runs to generate invoices for an Order

  • Phone Number Required will make the Phone Number field mandatory.

  • Custom Field Parameters are the parameters which are extra fields that can be configured by the Admin on customer request. If chosen Read only, your customer cannot change the details of that custom field. If Read Write is chosen then then your customer can edit the field. If Hidden then your customer will not be able to see that field

  • The third tab is Order

Fig 6.5 shows the Order tab in the Self-service configuration page

  • Allow New Order will allow your customer to create New Order.

  • Allow Cancel Order will allow your customers to Cancel an Order

  • Allow to Add Sales Agent will allow your customers to add a sales agent to their profile.

  • The fourth tab is Invoice

Fig 6.6 shows the Invoice tab in the Self-service configuration page

  • Show Invoices will show all the outstanding Invoices to your customer.

  • Allow New Invoice will allow user to create a new invoice

  • Enable PDF Mode Only will enable your customer to download all the invoices as a pdf.

  • The fifth tab is the Shopping Cart

Fig 6.7 shows the ShoppingCart tab in the Self-service configuration page

  • This is applicable for people who have bought the Shopping Cart Module and have it enabled in the system.

  • Enable Shopping car in iFrame will allow you to embed the Shopping Cart Widget within your website. The widget will act independently from the site including checkout and payment.

  • Enable guest checkout without registration will not force your customer to create a profile but rather allow them to purchase the product as guest.

  • Enter the Shopping Cart Stylesheet url will control how the shopping cart must look like by allowing your customer to prepare the style sheet and insert the url.

  • The sixth tab is Global setting for the self service widget

Fig 6.8 shows the Global tab in the Self-service configuration page

  • This will control the look and feel of your Self Service widget inserted in your customer website.   

  • When forgot password URL is specified, this URL will be used, when customer requests forgot password from self service portal

Exercise 7 – Configure the Self Service settings for the widget inserted in your customer site. [2-3 minutes]