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How to create a new billing profile

Version: V4.1.10084
Added on: 04/08/15
Time: 15 min
Category: Quick Guides

Useful Terms

How to create a new billing profile

  1. Are you ready?

    In this tutorial we are going to learn how to create a new billing profile that will include credit cards and direct debit processing, as well as statements generation.

    To form the billing based on invoices for past 30 days, we will use the following parameters:
    Name: Default BP
    Age: 30
    Min Amount: 0.01
    Max Amount: 5000
  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 section of the screen.
  5. Choose   Billing Profiles  menu item  from the list.
  6. Locate   Billing Profile List  groupbox
  7. Click   Newbutton
  8. Locate   Billing Profile  groupbox
  9. Enter Default BP into the Nametextbox
  10. Enter 30 into the Agetextbox
  11. Enter 0.01 into the Min Amounttextbox
  12. Enter 5000 into the Max Amounttextbox
  13. Locate   Include CC  checkbox and check it off.
  14. Locate   Include ACH  checkbox and check it off.
  15. Locate   Include Statement  checkbox and check it off.
  16. Click   Savebutton
  17. Congratulations, you are done!

    You have learned how to create a new billing profile. Now, let's learn how to add a new billing.

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How to add new billing 04/08/15 15 mins This tutorial will teach you how to create a new billing.