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BluBilling User Guide
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
Sample My Account - Demo of self service portal embedded via iFrame
REST Web Service API
4.1 Customer API
4.2 Orders API
4.3 Invoice API
4.4 Payments API
4.5 Usage Activity API
4.6 Plans API
4.7 Sales Agents and Commisions API
4.8 API Field Limits
4.9 Batch File Upload 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
Enabling Two-Factor Authentication for BluSynergy BluBilling
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
Make a One time payment
Save and use for Auto Pay
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
Free Trial Periods
System Navigation
4. Customer Notifications
5. Invoices
6. Self Service Portal
7. Customers and Orders
8. Payments
sample customer portal
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
Control Invoice behavior when payments are Applied:
Control Invoice behavior when payments are Applied:
Credit Card charged on due date:
Payment Retry
Credit Card charged on due date:
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
1a) Upgrade BluSynergy Package in Lightning
Setup Page layouts and Record Pages
Setup Record page for Invoice
Setup Record page for Orders
Setup Record page for Payments
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
iframe-buy-now-1
Summarized Journal Entry - Export
Customer Self-Service End User Guide
Logging into the Customer Self-Service Portal
Forgot Username/Password
Quick Pay
Your Dashboard
Make a Payment Without Saving Payment Method
Make a Payment and Save the Payment Method
Save Your Payment Method for Automatic Payments (Without Payment)
Credit Card Surcharges/Fees
Viewing Your Account History
Viewing Your Invoice
Emailing or Printing Your Invoice
Downloading Invoice Line Items Details in a Spreadsheet
Viewing Your Payment Details
Emailing or Printing Your Payment Receipt
Changing Your Username or Password
Changing Your Billing Account Details
Payment Plan Details
BluBilling User Guide
sample customer portal
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