Home > Manuals > Tutorials > > Quick Guides



How to add new billing

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

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
How to create a new billing cycle and deactivate it 09/08/14 15 mins In this tutorial you will learn how to create a new billing cycle using Console perspective and deactivate it.
How to create a new billing profile 04/08/15 15 mins This easy tutorial will teach you how to add a new billing profile.

Useful Terms

Billing     Billing Cycle     Billing Profile    

How to add new billing

  1. Are you ready?

    In this tutorial we are going to learn how to create a new billing that will connect a billing profile with billing cycle. We will create new billing using billing cycle created in How to create a new billing cycle tutorial and billing profile created in How to create a new billing profile tutorial.

    We will use the following parameters:
    Name: Default Billing
    Billing Profile: Default BP
    Billing Cycle: M01
  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   Billings  menu item  from the list.
  6. Locate   Billing List  groupbox
  7. Click   Newbutton
  8. Locate   Billing  groupbox
  9. Enter Default Billing into the Nametextbox
  10. Select Default BP in Billing Profiledropdown .

    To learn how to create new billing profile, see How to add a new billing profile tutorial.
  11. Select M01 in Billing Cycledropdown .

    To learn how to create new billing cycle, see How to create a new billing cycle tutorial.
  12. Click   Savebutton
  13. Congratulations, you are done!

    You have learned how to create a new billing. Now you can do this by yourself.

Tags