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 Billing Packages that combine multiple billing items into comprehensive 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.

From the Billing Settings pop-up, locate the Packages section and click the Add Billing Package button.

Use the fields provided to enter the details of your billing package then click the Create Package button.

Step 4.

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

Step 5.

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

Step 6.

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

Step 7.

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 client’s account by itself. 

• Add On - An add on package cannot exist by itself and must be in addition to a "stand alone" billing item or package.

Step 8.

Billing Frequency - Use the drop-down menu to select the frequency the client’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 client’s recurring invoices, and a “Recurring Price”.  

Step 9.

Display this package - Select where the item appears by check marking the boxes provided.

• On New Registration Page - The package will be available when a client 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 client’s account. 

Step 10.

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 11.

Click the Create Package button to save your initial package settings.

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

Step 12.

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

Step 13.

Repeat step 12 until you’ve completed adding all of the items to be charged with the billing package.

Step 14.

Click the Update Package button to save your package settings.

MANAGING BILLING PACKAGES

Step 1.

From the Billing Settings pop-up, locate the package you wish to edit and click the edit icon.

Step 2.

Adjust the Billing Package as needed and click the Update Package button to save your changes.