Quick Start Guide
This Quick Start Guide will help you to quickly understand the system and its basic functionalities. You can create few sample plans and charges, create a customer, create an order and invoice and send notifications.
1. Overview : This will give you a basic overview of the system and how it will help you streamline your billing process.
2. System Navigation : This will explain all the basic navigational aspects of the system
3. Plans & Charges : This section will explain how to create a Plan & Charge for your products
4. Customer Notifications : This will explain how to setup your notifications to be sent for your customers
5. Invoices : This section will explain how the invoices are created from the system
6. Self Service Portal : This section will help you configure the system for customer login, self service settings, payment options..etc
7. Customers and Orders : This section will explain how to create a customer and generate order for the same.
8. Payments : This section will explain the various payment options and how to accept payments from the customer