- BluBilling User Guide

BluBilling User Guide	Search this site

Navigation

Home
- Developer's Guide
- Guides and How To
- Payment Gateways and Processors
- Quick Start Guide
1. Initial Setup and Configuration
- 1.1 Setting up Billing plans
- 1.2 Setting up Emails and 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
5. Billing for Usage Activity
- 5.1 Configure Usage Activity
- 5.2 Usage activity
- 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
- 9.2 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
- 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
- June Updates
- May 2013
- May Updates
- 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
- 1a) Upgrade BluSynergy Package in Lightning
- 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
- 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
- iFrame-buy-now
- iframe-buy-now-1
Summarized Journal Entry - Export
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Release Updates‎ > ‎July Updates‎ > ‎

posted Jul 25, 2012, 9:28 AM by Unknown user [ updated Jul 25, 2012, 9:28 AM ]

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