If you haven’t yet done so, please review our Integrated Billing System overview to familiarize yourself with our billing system and explore your options

Follow the steps below to create one-time and recurring messaging items and packages, to be charged through the integrated billing system. 

Step 1.

Click Client Admin from the main menu.

Step 2.

Locate and click the Billing Settings button in the upper right-hand side of the page.

Note: If you do not see this button, please return to Registration Settings and activate the 

Payment Gateway

Step 3.

The Billing Settings pop-up allows you to create and manage individual items, packages, and coupon codes you can use to give promotional discounts.

Step 4.

Click the “Click here to create your first item” prompt to create your first item.

Note: The option to “Load Packages from Affiliate” only works if you’re creating billing settings within an affiliate account.

Step 5.

Use the fields below to enter the details of your first billing item.

• Item Name - Enter the item name as it will appear in the Shopping Cart and, or, public facing Pricing Page.  

• Description - Enter a description of the item as it will appear in the Shopping Cart and, or, Pricing Page. 

• Item Types - The billing system has a number of item types to choose from:

  • Message Credit - Applies message credits to the user's account. 

  • Keyword Credit - Applies keyword credits to the user's account.

  • Carrier Lookup Credits - Applies carrier lookup credits to the user's account.

  • Other Fee - Allows you to apply any type of fee that might be associated with the user's account. (examples: setup fee, maintenance fee, etc.)

• # of Credits & Credit Expiration - Use the # of Credits & Credit Expiration fields provided to indicate the number of Credits being supplied by the item and when those credits will expire.

• Item Price - Enter the price the user will be charged for the item.

• Item Classification - Select how this item will be used with your billing system.

  • Stand Alone - A stand alone item can exist and be charged to your user's account by itself. 

  • Add On - An add on item must be tied to a Billing Package to be charged to your user's account.

• Billing Frequency - Use the drop-down menu to select the frequency the user's account will be charged for this item.

  • Recurring charges (monthly, quarterly, semi-annually, annually) require that you enter a “Recurring Description” that will appear on the user's recurring invoices, and a “Recurring Price”.  

• Display this item - Allows you to select where the item appears.

  • On New Registration Page - The item will be available when a user registers for a new account in addition to appearing on your public facing Pricing Page.

  • On Upgrade Page - The item will be available as an upgrade option within your user's account. 

• Display Order - Select the order in which you’d like this item to appear in the Shopping Cart and, or, public facing Pricing Page.  

Step 6

Click the Create Item button to save your billing item.

Now that you have created your first item, you can add additional items, packages, and coupons as needed by clicking the Add Item, Add Billing Package, and Add Coupon buttons provided.

ADD A BILLING PACKAGE

Different than Individual Items, Billing Packages are used to compile, charge, and apply multiple add-on items to your user's account.

Step 1.

Click the Add Billing Package button.

Step 2.

Use the fields below to enter the details of your billing package. 

• Package Name - Enter the package name as it will appear in the Shopping Cart and, or, public facing Pricing Page.  

• Description - Enter a description of the package as it will appear in the Shopping Cart and, or, Pricing Page. 

• Package Price - Enter the price the user will be charged for the package.

• Package Type - Select how this package will be used with your billing system.

  • Stand Alone - A stand alone package can exist and be charged to your user's account by itself. 

  • Add On - An add on package must be tied to another Billing Package to be charged to your user's account.

• Billing Frequency - Use the drop-down menu to select the frequency the user's account will be charged for this package.

  • Recurring charges (monthly, quarterly, semi-annually, annually) require that you enter a “Recurring Description” that will appear on the user's recurring invoices, and a “Recurring Price”.  

• Display this package - Allows you to select where the package appears.

  • On New Registration Page - The package will be available when a user registers for a new account in addition to appearing on your public facing Pricing Page.

  • On Upgrade Page - The package will be available as an upgrade option within your user's account. 

• Display Order - Select the order in which you’d like this package to appear in the Shopping Cart and, or, public facing Pricing Page.  

Step 3.

Click the Create Package button to save your billing package.

After you click the Create Package button you will see a field appear at the top of the pop-up window.

Step 4.

Click the Select/Add drop down menu to choose the add-on items that will be applied to the user's account when they are charged for the billing package, then click the Add button. 

Step 5.

Repeat step 3 until you’ve completed adding all of the items to be charged with the billing package.

Step 6.

Click the Update Package button to save your settings.

ADD A BILLING COUPON

The integrated billing system allows you to create coupon codes used for applying discounts to the items and packages charged to new registrants or existing users upgrading their plans.

Step 1.

Click the Add Coupon button.

Step 2.

Use the fields below to enter the details of your coupon codes. 

• Coupon Code - Enter the code that will be used to apply the discount when you Register a new user or Upgrade their plan

• Status - Allows you to deactivate a coupon code you no longer wish to make available. 

• Description - Enter a description of the coupon as it will appear on the invoice. 

• Discount Type & Amount - Use the drop down menu to select whether your code will apply a Percentage or Dollar discount. Then enter a Discount Amount in the field provided.

• Coupon Type - Select whether the discount will be one time, ongoing, or for a set number of months.

• Coupon Expiration Date - Enter a date at which the coupon code will no longer be available for use.

• Display Order - Select the order in which you’d like this coupon to appear in the Billing Settings menu.

Step 3.

Click the Create Coupon button to save your coupon.

Note: Unlike Items and Packages that can be displayed or hidden from the Shopping Cart and, or, public facing Pricing Page, Billing Coupon Codes can only be viewed from the Billing Settings menu. 

After you click the Create Coupon button you will see a field appear at the top of the pop-up window.

Step 4.

Click the Add Package or Item drop down menu to choose the items or packages that the coupon code will be valid for, then click the Add button.