BluBilling User Guide

BluBilling User Guide

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  • 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
    • 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
      • 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
  • Sitemap
[Untitled]‎ > ‎[Untitled]‎ > ‎[Untitled]‎ > ‎

Subpages

Item
Accounting Scheduler
Adding a charge to an Existing Plan
Automate Sales Tax
Auto-pay invoice ahead of due date
Auto payments of selective invoices
Auto Recharge and Carry-Over Charges
Auto Renew Orders
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
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