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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     Billing Cycle    

How to create a new billing cycle and deactivate it

  1. 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: 01/01/2019
    Close Sales Period: 3
  2. 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.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. Click   Setupbutton in the top right section of the screen.
  5. Choose   Billing Cycles  menu item  from the list.
  6. Click   Newbutton
  7. Locate   Billing Cycle  groupbox
  8. Enter M01 into the Codetextbox
  9. Select Monthly in Cycle Typedropdown
  10. Enter 1 into the Daytextbox
  11. Enter 01/01/2019 into the Next Billingdatebox
  12. Select 3 in Close Sales Perioddropdown
  13. When you are done, your screen should look similar to the screenshot.
  14. Click   Savebutton
  15. Now, we are going to learn how to deactivate a previously created billing cycle.
  16. To locate a billing cycle that you want to deactivate follow the steps 3-5.
  17. Locate   Billing Cycle Search  groupbox
  18. Enter 10/08/14 into the Next Billingdatebox
  19. Click   Findbutton
  20. Locate   Billing Cycle List  groupbox and find billing cycle you need.
  21. Click   Editbutton near the billing cycle you need.
  22. Locate   Modify Billing Cycle  groupbox
  23. Locate   General  groupbox
  24. Locate   Active  checkbox and uncheck it.
  25. Click   Savebutton
  26. 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.

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