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How to create a new billing cycle and deactivate it
Version:
V3.2.7662
Added on:
09/08/14
Difficulty:
Time:
15 min
Category:
Quick Guides
Useful Terms
Billing
How to create a new billing cycle and deactivate it
Are you ready?
In this tutorial we are going to learn how to create a new
billing cycle
and deactivate it.
We will use the following parameters:
Code:
M01
Cycle Type:
Monthly
Day:
1
Next Billing:
12/01/2024
Close Sales Period:
3
Log in to the system using your Username and Password and switch to the Console Perspective.
Note: To learn how to log in and select perspectives, use the prerequisite tutorial
Logging in and navigating the application
.
Select appropriate
Merchant
or
Merchant Account
in the top left section of the screen.
Click
Setup
button in the top right section of the screen.
Choose
Billing Cycles
menu item from the list.
Click
New
button
screenshot
Locate
Billing Cycle
groupbox
Enter
M01
into the
Code
textbox
Select
Monthly
in
Cycle Type
dropdown
Enter
1
into the
Day
textbox
Enter
12/01/2024
into the
Next Billing
datebox
Select
3
in
Close Sales Period
dropdown
When you are done, your screen should look similar to the screenshot.
screenshot
Click
Save
button
Now, we are going to learn how to deactivate a previously created billing cycle.
To locate a billing cycle that you want to deactivate follow the steps 3-5.
Locate
Billing Cycle Search
groupbox
Enter
10/08/14
into the
Next Billing
datebox
Click
Find
button
screenshot
Locate
Billing Cycle List
groupbox and find billing cycle you need.
Click
Edit
button near the billing cycle you need.
Locate
Modify Billing Cycle
groupbox
Locate
General
groupbox
Locate
Active
checkbox and uncheck it.
Click
Save
button
screenshot
Congratulations, you are done!
You have learned how to create a new Billing Cycle and deactivate it. Now let's learn
how to create a new payment plan
using the created billing cycle.
Related Tutorials
Name
Added On
Difficulty
Time Required
Description
How to create a new payment plan
09/02/14
15 mins
This tutorial will teach you how to create a new payment plan.
Make sure that you have learned how to create a customer using
Creating a customer
tutorial.
Tags
Console perspective
Recurring billing
View all available tutorials