BluBilling User Guide

BluBilling User Guide

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Navigation

  • Home
    • Developer's Guide
      • API Calls for Change Management
      • API Calls for Pre-paid Scenario
      • Customizing the Hosted Payment Page
      • Data Import
      • Hosted Payment Pages for Enrollment
      • Hosted Self Service Pages Without SSO
      • Hosted Self-Service Pages
      • REST Web Service API
      • Webhooks and Push Event Notifications
    • Guides and How To
      • Accounting Scheduler
      • Adding a charge to an Existing Plan
      • Auto payments of selective invoices
      • Auto Recharge and Carry-Over Charges
      • Auto Renew Orders
      • Auto-pay invoice ahead of due date
      • Automate Sales Tax
      • Batch Payments
      • Charge and Pricing Types
      • Create Tax Charges
      • Customer Notes with Reminders
      • Customer Status definitions
      • Editing Customers
      • Email Notifications
      • Forgot Password
      • Gmail Blusynergy email setup
      • How to create staff logins
      • Invoice Templates
      • Master Billing Run
      • Organization setup
      • Overdue Collections
      • Overdue Notifications
      • Parent/Child Relationships
      • Past Payments
      • Payment Processor configuration
      • Payments
      • Plans and Charges
      • Reallocate Payments
      • Sample Pre-paid Plan
      • Security Roles
      • Setup customer settings
      • System Events Log
      • Welcome emails to New Customers
    • Payment Gateways and Processors
      • Authorize.net
      • Configuring Intuit Merchant Services
      • Forte
      • Payeezy
      • Paypal
      • Refunds and House Credits
    • Quick Start Guide
      • 1. Overview
      • 2. System Navigation
      • 3. Plans & Charges
      • 4. Customer Notifications
      • 5. Invoices
      • 6. Self Service Portal
      • 7. Customers and Orders
      • 8. Payments
  • 1. Initial Setup and Configuration
    • 1.1 Setting up Billing plans
    • 1.2 Setting up Emails and Notifications
      • 1.21 Email Notifications
      • 1.22 Gmail Outgoing mail Settings
      • 1.23 High Volume Emails and Enhanced Email Reporting
      • 1.24 Overdue Notifications
    • 1.3 Payment Processor configuration
    • 1.4 Create staff logins
    • 1.5 Organization setup
    • 1.6 Setup customer settings
    • 1.7 Billing Configuration
    • 1.8 Other Setups
  • 2. Customer
    • 2.1 Create a Customer (detailed)
    • 2.2 Upload new customers
    • 2.3 Editing Customers
    • 2.4 Customer Groups
    • 2.5 Automatic Payments
    • 2.6 Customer Cancellation
    • 2.7 Other topics
      • 7.1 Customer Custom Fields
      • 7.2 Adjusting customer balance
    • 2.8 Reports
  • 3. Orders
    • 3.1 Create Order
    • 3.2 Edit Order
    • 3.3 Order Reports
    • 3.4 Other Topics
      • 3.41 Order Upload
  • 4. Invoices
    • 4.1 Create Invoice
    • 4.2 Edit Invoice
    • 4.3 Invoice Review/Trial Billing Runs
    • 4.4 Reports
    • 4.5 Other Topics
      • 4.51 Invoice Templates
      • 4.52 Invoice Numbering
      • 4.53 Setting up Emails and Notifications
      • 4.54 Upload outstanding and paid invoices
      • 4.55 Combining Invoices
  • 5. Billing for Usage Activity
    • 5.1 Configure Usage Activity
    • 5.2 Usage activity
      • 5.21 Usage Activity Upload
      • 5.22 CSV File API for Activity Batch Processing
      • 5.23 Usage Activity using UI
    • 5.3 Generating Invoices for Usage activity
  • 6. Payments
    • 6.1 Past Payments
    • 6.2 Customer Credits and Refunds
    • 6.3 Apply Refunds
    • 6.4 Automatic Payments & Store card Info
    • 6.5 Payment Report
  • 7. Promotions and Discounts
    • 7.1 Configuration
    • 7.2 Reports
  • 8. Customer Self-Service Portal
    • 8.1 Setup Self-Service settings
    • 8.2 Embed the self service widget
  • 9. Commissions
    • 9.1 Setup
      • 9.11 Create Commission Plans (One Time & Recurring)
      • 9.12 Create Sales Agents/Affiliates
      • 9.13 Create Quota based commission
      • 9.14 Commission on Invoice or Payment
      • 9.15 configure commission group
    • 9.2 How to apply Commissions to an Order
    • 9.3 Assign sales agents to Customers
    • 9.4 Commission Report
    • 9.5 Manual Commission Run
      • 9.51 run commission for particular group
    • 9.6 Commissions applied to Sales Agent
    • 9.7 Commissions applied to a Product (Subscription Plan)
  • eBill Userguide
    • eBill API for Developers
      • 4 Customer API
      • 5. Invoice API
      • 6. Payments API
    • Home Page
    • Navigation through the System
    • Overview
    • SFTP Access
  • Quickbooks Desktop Integration with BluBilling
    • Full Synchronization - QuickBooks Export
    • How to Add a New Payment Method and Payment Type
    • QuickBooks - Web Connector Set up
    • QuickBooks Web Connector Troubleshooting
    • Summarized Journal Entry - QuickBooks Export
    • Turn on Verbose Logging for QuickBooks Web Connector
  • Quickbooks Online Integration with Blubilling
    • Full synchronization
    • Summarized Journal Entry - Export
  • Registering with Facebook, LinkedIn etc
  • Release Updates
    • August Updates
    • July Updates
      • [Untitled]
      • Control Invoice behavior when payments are Applied:
      • Control Invoice behavior when payments are Applied:
      • Credit Card charged on due date:
      • Payment Retry
      • Payment Retry
    • June Updates
    • May 2013
    • May Updates
      • Archive Old or Test Customer Data
      • Customer Notes
      • Customer Notes
      • Customer Transaction History
      • Customer Transaction History
      • Enhanced Refund Screen
      • Mobile Screens
    • November 2012
    • October 2013
      • Reports
    • October Updates
      • Commissions
      • Invoice Detail Report
  • Sales Tax
    • Configuration
    • Invoicing with Sales Tax
    • Reporting
  • Salesforce.com CRM
    • 1) Installing the BluSynergy Package in Salesforce
    • 2) Configuring Security for Salesforce
      • Service Cloud and Salesforce Communities
    • 3) Setup Account and Opportunity page layouts
    • 4) Billing Account configuration
    • 5) Add Subscription or individual product to opportunity
    • 6) Create Invoice in Salesforce
    • 7) Create an Order using Account
    • Release Notes
    • Salesforce Connector Common Problems
      • Changing the OAuth Security Credentials associated with the BluSynergy Salesforce Connector
      • My Salesforce billing fields are not updated
      • Reconfiguring Mapping between BluSynergy and SalesforceCRM
    • Salesforce CRM Connector Installation and Configuration
    • Uninstalling the BluSynergy Connector for Salesforce
  • Shopping Cart
    • 10.1 Overview
    • 10.2 Configuration/Setup
      • 10.21 Accept Payment before Invoice Generation
      • 10.22 Accept Payment after Invoice Generation
    • 10.3 Insert "Add to cart" button
    • 10.4 Insert "Buy Now" button
    • 10.5 Shopping cart config
    • 10.6 Verify Cart API
    • Demo Shopping Cart
      • Blubilling
      • Buy Now Demo
      • Cart
    • iFrame-buy-now
  • Summarized Journal Entry - Export
  • Sitemap

Release Updates

Subpages (8): August Updates July Updates June Updates May 2013 May Updates November 2012 October 2013 October Updates
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