MachPanel Knowledgebase

Microsoft CSP Subscriptions Management

mudesira.munir — Fri, 24 May 2019 07:54:55 GMT

Summary

This article provide summary on Microsoft CSP subscription(s) management and operations in MachPanel.

Applies To

Applies to MachPanel build v6.1.30 and later.

Microsoft CSP Subscriptions Management

Navigate to the following path: Home > Service Director > Microsoft CSP Management > Accounts.
Click on the Subsc.ID of CSP account as shown below:

You will see General Info tab where you can Change Package to upgrade/downgrade Offers/sub-offers(Add-ons).

Select Package and the Billing cycle. Click Save when done.

Subscriptions

You can migrate the subscription to NCE if the commercial SAAS products are already configured in CSP Package. The subscription management of Microsoft CSP includes following:

Add Subscription
Import Subscriptions
Upgrade Subscription
Increase License Quantity
Status (Active/Suspended)
Convert Trial Offers

1. Add Subscription

You need to add the required Offers/Add-ons under the service plan and change package (if needed). Then click Add subscription to add a new subscription.

2. Import Subscriptions

You can Import Subscriptions to existing tenant from backend (Direct/Indirect Partner). See More details on integrating TechData (Indirect Partner) https://kb.machsol.com/Knowledgebase/55604/TechData-Distributor-Indirect-Partner-Integration

Select tenants and click Import.

3. Upgrade Subscriptions

You can upgrade the existing subscriptions along with Add-ons.

Select new Offer or available add-ons and Save.

4. Increase/Decrease License Quantity

To increase/decrease the license quantity just change the number under Quantity column and click Update.

5. Status (Active/Suspended)

You can also change the status of a subscription to Active/Suspended and click Update once done.

6. Convert Trial Offers

Handling of trial offers (Order and Conversion) is now available via MachPanel Interface.

To subscribe Trial Offers, select Offers/Add-ons in Service Plan (Offers) section as shown below:

Trial offers do NOT support quantity update and status (Active/Suspended) update.

Trial offers can also be converted to paid/billed offers. Click on the name of Trial Offer, select new offer in "Convert To" and click Save.

Avalara Integration/Configuration

mudesira.munir — Mon, 04 Mar 2019 05:59:28 GMT

Summary

This article provides a summary on how to integrate/configure Avalara in MachPanel.

Applies To

This article applies to MachPanel build v6.0.38.

Avalara Integration/Configuration

The Avalara Integration fetches either the default company\client configuration present in Avalara, or the other manually configured Tax Jurisdictions from Avalara to calculate taxes for customers created in MachPanel for their invoices and stores tax calculations.

Settings that need to be configured in Avalara account:

Company Settings (These settings are done in Avalara AvaTax account by company itself.)

Default company supported. (If we don’t mention any company it will by default go to default company for both buyer/seller.)

Tax jurisdictions need to be configured.

Settings that need to be configured for Avalara in MachPanel:

Navigate to following path: Home > System Configuration > Billing Configuration > Taxation > Tax Zones

Configure Tax Zones

Use Built-In Taxation.

Use Avalara for Taxation: If Avalara for Taxation is selected, it will show Avalara form.

Avalara API inputs:

Account ID

License Key

URL = https://rest.avatax.com

Select Locale

Save Options for related Company (Provider or the reseller being configured). For a new reseller created, by default MachPanel Taxation will be ON.

Transactions handling:

When creating new Customer/Reseller following new fields will be shown under "Personal Info" section by checking Is Taxable:

CompanyTaxId/Vat Number (Required)

Tax exemption Id (Optional)

Handled in:

a. PCC
b. RCC
c. CCC
d. STORE
e. API

i. Added new API call “UpdateCustomerTaxId(TaxOrVATId,
ExemptionId)
ii. Existing API for create customer or reseller is not edited

CompanyTaxId/Vat Number and Tax Exemption Id view/edit added in:

i. PCC
ii. RCC
iii. CCC

In Offline order in PCC/CCC, Store, API handled tax using Avalara if enabled.

Tax will be calculated using Avalara SaleOrder, display tax amount (no percentage etc. to display, just display total tax amount with currency like USD 10.00).

Enable Authorize.Net CIM in MachPanel

mudesira.munir — Tue, 05 Dec 2017 05:04:39 GMT

Summary

This article provides summary on how to Enable Authorize.Net CIM in MachPanel.

Applies To

This article applies to MachPanel build v6.0 and above

Enable Authorize.Net CIM in MachPanel:

Automated routine is added in provisioning service to create existing billing profiles (credit cards) on gateway. Existing profiles will be auto created or even if user edits any card, it will create profile if not exists on gateway. You just need to configure CIM Payment gateway for all companies (Provider/Resellers).

The Authorize.Net AIM method was being used when PCI mode is disabled under "Billing Settings". Now this method is disabled and Authorize.Net CIM will be used instead. First of all configure Authorize.Net CIM enable PCI compliance mode from path: Home > System Configuration > Billing Configuration > General Billing under Billing Settings as shown below:

Configure Authorize.Net CIM from Home > System Configuration > Providers > Payment Gateways

Now edit all "payment groups" to use Authorize.Net CIM method from following path: Home > System Configuration > Billing Configuration > Payment Groups

Subscribing Customer to Azure Service Plan and Addon

mudesira.munir — Tue, 28 Nov 2017 14:19:08 GMT

Summary

This article entails how to subscribe Customer/Reseller to a Service Plan and Provisioning an add-on.

Applies To

This article applies to MachPanel v6.0 and above.

CSP Profile Creation:

Steps highlighted on link below should already be completed related to Adding/configuring CSP Profile:

https://kb.machsol.com/Knowledgebase/54511/CSP-Module-Configuration-Guide-for-MachPanel-Automation-Solution

CSP Service Plan Creation:

Steps highlighted on link below should already be completed related to Creating Service Plan

https://kb.machsol.com/Knowledgebase/55547/CSP-Service-Plan-BasicZero-Resource-plan-and-Addon-Creation

Selling of CSP (Azure Basic Plan):

Go to customers section and click Subscribe Service,then choose Microsoft CSP Service. You will be presented with screen below to input details for new subscription:

A. For New Tenant make sure Microsoft 365 Domain Name is Valid & active.

B. For Existing Tenants, Review following KB:
http://kb.machsol.com/Knowledgebase/Article/55585

Select Offers/Addons, Quantity & check out to process the order.

Once you go through all the steps and save the order, it goes to service queue.

Process the order from Service Queue, If you get below error in verifying domain name, it means the domain name is not valid and you need to ensure its validity because only a valid domain can be provisioned for CSP:
- Error in validating domain prefix from office 365. Details: AADSTS70002: Error validating credentials. AADSTS50126: Invalid username or password Trace ID: 51fa60bd-67ba-4037-ab8e-53fb5da53b00 Correlation ID: 3725c48e-0722-4f16-ac2f-0ee8dcfaf042 Timestamp: 2017-07-05 11:32:59Z
If you get Error for add txt record:
- Error in O365 subscription setup, Details: Please add txt record for tenant primary domain 'domainname.com' in DNS server as follows: Text = 'MS=ms94665460', Ttl= '3600' and then try again in few minutes.

Please note that this is actually a requirement from Office 365 itself where it requires you to add a TXT record in DNS:

MachPanel just uses a TXT Record to verify that you own this domain.

Add the listed TXT record to your domain using the appropriate set of DNS tools. Following image shows that the TXT record @ with a value of MS=ms94665460 with a time to live (TTL) of 3600 should be added to the domain. The value of this TXT record will be different each time you provision a new subscription.

Note: For Skype for Business subscriptions, similar DNS configuration is needed as explained in KB link below: http://kb.machsol.com/Knowledgebase/Article/54539

Selling of CSP Addon in order to extend Resources:

Please navigate to Home >> Customer Manager. Click on Subscribe Service and follow simple steps to sell add-on.

On Step-1 Select billing currency, On Step-2 Click on Add-on

On Step-3 Select the Add-on you want to add-on then save it in shopping cart.

On Step-5 If payment has been made please add Transaction ID or click Payment Later & Save

The newly sold add-on order will be placed in Service Queue.
This add-on order will be provisioned once it is Run through the Service Queue.
Please navigate to Home >> Service Director >> Service Queue, Click on Run to provision the order.

Hide unwanted sections using Javascript from MachPanel

zohaib.shaikh — Thu, 09 Feb 2017 11:47:27 GMT

Summary

This article provides the summary on Hide/Remove any unwanted information/section from Provider/Reseller/Customer dashboard..

Applies To

This article applies to MachPanel build v5 5.23 and above.

Prerequisites:

At Control Server location “/MachPanel Control Server/JS”, following JavaScript files are needed for such customization:

custom-fixes-rcc.js (For Provider/Reseller)
custom-fixes.js (For Customer)

If corresponding file is not present at specified location, please create new file with extension “.js” (JavaScript file)

Steps to achieve it:

Get the identity of the section that is needed to be hidden:
(Right-Click the control and select “Inspect Element” to see the identity as shown below)

Write code snippet in above corresponding JS file to hide/remove the specific section as described below:

Code Snippet

$(document).ready(function () {

                $('#ctl00_CPH_Content_Div_Billing').remove();    

});

(Replace Highlighted text with the identity of any section you want to hide)

Save & Close the file and it is Done.
Perform IISRESET
Refresh the browser (best to close browser windows and reopen) to see the effect.

Sample Scenario 1:

Hide Billing Information in Customer Dashboard.

Steps:

Create/Open “custom-fixes.js” file at location “/Web/JS/”
Identity for the control is “ctl00_CPH_Content_Div_Billing”
Sample Code to hide the section:

$(document).ready(function () {
$('#ctl00_CPH_Content_Div_Billing').remove();
});

Save & Close the file
Customer dashboard is refreshed and the billing section is removed:

Note: Similarly, client can add things in html using JS. To make changes to store you need to:

Change contents of:

/JS/custom-fixes-store.js

Sample Scenario 2:

Is Taxable checkbox should be "unchecked" by default when creating customer.

Steps:

Create/Open “Custom-Fixes-RCC.js” file at location “C:/ProgramFiles/MachSol/MachPanel Control Server/JS/”
Identity for the control is “ctl00_CPH_Content_CB_Taxable"
Sample Code is:

$(document).ready(function () {
$("#ctl00_CPH_Content_CB_Taxable").removeAttr("checked");
});

Save & Close the file
Perform "IISRESET" on control panel server.
Close and reopen the browser and control panel web interface.
Load the Create customer interface and you will notice that "Checkbox" for "Is Taxable" will be unchecked by default.

Documents for billing in MachPanel

mudesira.munir — Wed, 16 Apr 2014 03:35:22 GMT

Summary

This article provides info on billing documents which include the invoices, payments document, credit document, refund document etc.

Applies To

This article applies to all versions of MachPanel.

Documents

In each business environment several types of documents are associated which may include the invoices, payments document, credit document, refund document or any other document to demonstrate the status of any operation. Thus, Control Panel states such piece of artifacts as Document.

To view documents, please navigate to the following path: Home » Billing Manager » Documents

Invoices

Invoice is a primary document which shows a business deal, serve as the key entity in whole accounting and billing module of Control Panel and each single invoice carry a unique invoice number which is the identification of any invoice and also there is a status of the invoice.

To view invoices, please navigate to the following path: Home » Billing Manager » Documents » Invoices

Click on Doc Num, Yo can see option to Cancel Invoice, Download PDF, Email Invoice and Register Payment.

When you Cancel an invoice you will see following prompt.

On Register Payement you will land on following page:

Reset Invoices:
Navigate to path: Home » System Configuration » Billing Configuration » General Billing, Select Invoice Settings tab, click on “Reset Invoices” button.

Provider/Reseller can reset invoices for their company using interface as shown, This interface will delete all old invoices and payments and cancelled subscriptions/add-ons from the database and generates new invoices for selected payment group, from Next Renewal Date of the subscriptions/add-ons by picking prices etc. data from associated service plans.
Before running this operation, service queue should be empty for selected company. For each subscription this will generate single setup invoice with sum total of the associated add-ons with subscription.

Payments

Payment is another type of the document which is generated when an invoice is paid or a business transaction is carried out against an invoice. Each payment document is uniquely identified by a document number or payment ID. Furthermore, there is some status which is plotted on each payment document.

To view payments, please navigate to the following path: Home » Billing Manager » Documents » Payments

Each payment document is marked with some status what shows the progress of the accounting/billing procedures to authenticate it. The status can be one of the following:

Completed: Payment document was created, payment is received and account has been provisioned.
Open: The payment document was created, payment is received but the account is not yet provisioned.
Refund: Payment document has been refunded.
On-Hold: Payment document is on-hold.
Cancelled: Payment document has been cancelled.
Pending: Payment document was created and waiting to receive the payment.
Fraud: Payment has failed to authenticate and appeared to be fraudulent.

Click on Doc Num or navigate to the following path: Home » Billing Manager » Documents » Payments » Payment Detail

You can mark the payment on-hold, Mark Fraud suspect or may Cancel payment. See the snapshot below:

If Refund to the Credit Card option is selected, New refund request / document will be generated. See Refunds heading.

Credits

Credit Document is just similar to credit statement which gives you a summary of overall credit adjustments made over a specified time or for a specific client.

To view credits, please navigate to the following path: Home » Billing Manager » Documents » Credits

You can also Cancel the Credit

Refunds

Refund document is also just same as of credit statement and it shows a summary of overall debit adjustments made over a span of time or for a specific client.

To view refunds, please navigate to the following path: Home » Billing Manager » Documents » Refunds.

You can Cancel, Register Refund or Try refund.

Statements

Account statement is a type of another facilitating artifact which simply imitates a balance sheet which demonstrate what services or products you have bought, how much you have paid and how much balance is in your account. It gives a bird eye view of your account just in a while, furthermore you can have complete details of each invoice/payment for a product/service for a client which is seamlessly managed with the maximum consistency and integrity.

To view account statement for any client you have to navigate to the following path: Home » Billing Manager » Statements

Click on Customer ID, you will land on following path: Home » Billing Manager » Statements » Statement Details

You can see the account statement detail tab. It shows the Summary, Filter record and Balance forward in USD().

Note: If you support multiple currencies, it is important to choose the currency for which you want to view the statements from the drop down list. MachPanel Control panel will list statements according to the payment group (currency).

Online Payments

Online Payments is made virtually and the actual transaction is made by the monetary agents, like your credit card broker or by the payment gateway. Thus, Control Panel provides a comprehensive mechanism for all online payment related issues. You can view or manipulate each payment accordingly and you can apply certain filters to restrict your search for a payment for a particular client against an invoice, in the case if there are a number of payments exists.

To view an online payment you have to navigate to the following path: Home » Billing Manager » Online Payments » Online Payments

On-Hold Payments:

Limitation or constraints are enforced by each business in each circumstances, either flexible or stiff. In the case of online/offline payments there could be certain factor which may lead to hold a payment registration process, which could be either the one of verification processes or the client's authenticity, which could be worked out later on. Such payments are marked by "On-Hold" status in Panel payment queue.

Authorized Only Payments:

Online businesses are now being preferred then other means of businesses yet making an online transaction, a person may think the validity of the business or any other stimuli which could constitute towards a trustful transaction. Thus, to ensure such constraints and depending upon your requirements and/or nature of business, you may be only Authenticating an online transaction rather actually manipulating or charging the credit card.

Pending Payments:

Pending payments are mostly appear on the scene when there is a twist of workload or the working hours, each business has its own standard of procedure to follow. For example: An order is to be worked out in next 6 hours since its queued though client might have made the payment too but actually the payment is yet not processed, it in the pending queue which will be transacted a while later. Thus, this could be the scenario or any other as per your business setup.

Fraud Payments:

In any online business, where monetary transactions do occur, there always exists a certain level of fraud and theft, which is detect and defused by certain filter and precautionary measures, control panel also facilitates you to apply those full proof and comprehensive anti fraud filters which come as the built-in source towards proactive defense.

Please review following KB article to view more details on anti-fraud filters and fraud control:

http://kb.machsol.com/Knowledgebase/Article/52403

You can also Add Customer\reseller Credit Card for Online Payments.

Select Customer

Add Credit Card Information and add Credit Card Billing address.

You can also delete a credit card.

Transaction Logs:

Transaction logs are generated when clients pay bills using the credit card.

To view the list of transaction logs being generated navigate to the following path: Home » Billing Manager » Online Payments » Transaction Logs

Following are the different charge statuses that are displayed in the transaction logs listings:

Pending: Transaction is not processed yet no attempt made for charge from credit card.
Authorized: Authorized means credit card owner authorized the payment.
Auth-call: It verifies that the credit card owner does have enough money in his account to pay bills.
Cancelled: Transaction cancelled due to some reason.
Refunded: Partially or fully amount refunded back to the credit card.

Billing Management, Taxation & Adding Payment Groups in MachPanel

Zeeshan Masood — Tue, 08 Apr 2014 07:43:54 GMT

Summary

This article provides a summary on how to manage billing preferences, tax zones management, tax reporting, adding payment groups, registering offline payment and issue credit in MachPanel.

Applies To

MachPanel all versions

Billing Management

Documents:

Please view more details on billing documents at the following KB article:

http://kb.machsol.com/Knowledgebase/Article/52409

Billing preferences:

Billing preferences are set of configurations that are supposed to be setup according to the underlying business scenarios because these settings totally depend on your business nature and customer relationship.

Billing preferences involve various settings including invoice setting and payment queue. To setup the billing configurations, navigate to the following path. Home » System Configuration » Billing Configuration » General Billing

Click on the First tab that is "Billing Settings" to configure billing settings. Here, you can Enable disable PCI compliance, turn ON/OFF the billing system, Enable/Disable tax collection, the different document ID's to start from,and disable prorated, Hide credit card interfaces and enable SEPA payment method etc..

Please view more details for prorated and non-prorated billing at the following KB article:

http://kb.machsol.com/Knowledgebase/Article/50040

Enable SEPA Billing Method:

This option is only available for NL customers.

Configuration: settings are under “Home > System Configuration > Billing Configuration > General Billing”.

If SEPA is enabled, there will be new menu link “Home > Billing Manager > SEPA”. This interface contains two tabs, “Mandates” and “SEPA Payments”.

Mandates can be enabled or disabled at database level.
Owner can add new mandates for its customers from Mandates tab. New mandate will be created for selected customer and selected bank on PayIBAN and mandate “Transaction ID” is returned. Max Amount 0 means unlimited.

Mandate details or status can be viewed by clicking on “Show Status” button in listing.
So far SEPA payments are not automated as old API doesn’t support it. We are in touch with PayIBAN representative for updated API. For the time being we gave an interface “SEPA Payments” to company from where company can export pending payments for customer’s whose active mandate does exist in our panel.

Following columns will be exported into excel: Token, Due Date, Customer Name, Email, Owner, Amount, SEPA Transaction Id, Debtor Bank Id, Debtor Bank Name, Debtor Reference, Debtor IBAN, Debtor Signer Name, Currency, Payment Transaction Id
Same format is expected in import operation. Token remains unchanged. Records with value in “Payment Transaction Id” will be treated as paid payments and marked in database as paid.

Reset Invoices:

Navigate to path: Home » System Configuration » Billing Configuration » General Billing, Select Invoice Settings tab, click on “Reset Invoices” button.
Provider/Reseller can reset invoices for their company using interface as shown, This interface will delete all old invoices and payments and cancelled subscriptions/add-ons from the database and generates new invoices for selected payment group, from Next Renewal Date of the subscriptions/add-ons by picking prices etc. data from associated service plans.
Before running this operation, service queue should be empty for selected company. For each subscription this will generate single setup invoice with sum total of the associated add-ons with subscription.

Taxation, Adding Tax Zones:

It is a common practice to pay government tax and good businesses do take care of these business ethics by collecting and paying the taxes. Control Panel facilitates you to induce this functionality into your business model with quite ease and that is seamlessly managed within your defined billing system at this platform.

To configure tax zones you have to navigate the path: Home >> System Configuration >> Taxation >> Tax Zones. Now click on Add Tax Zone button.

It support both Tax and VAT. You can choose your country from the dropdown list select Tax\VAT type as fixed or percentage.

Enable/Disable Tax Collection

You can Enable/Disable tax collection in Billing Preferences.

Tax Reports:

To view report generated by the system regarding tax detail navigate the following path:

Home >> System Configuration >> Taxation >> Tax Reports

How to Add Payment Groups\Currencies?

Currency is one of the primary means of any business, it could be different from country to country or from one geographical location to another, depending upon demo-graphical factors. Thus, Control Panel has the flexibility to get adapted for varying different currencies according to your business requirement.

To setup currencies suitably and to configure those with payment gateways navigate to the following path: Home >> System Configurations >> Billing Configurations >> Payment Groups

Please view more details at the following KB article:

Payment Groups, Credit Cards & Anti-Fraud Plug-ins Management

http://kb.machsol.com/Knowledgebase/Article/52403

Registering Offline Payment:

In a real time business scenarios there are possibilities for local sales or indoor sales or there could be a case where you get the payment by hand or by any other means except electronic transfer which is not automated, there is the need to keep your billing and accounts up-to-date by registering the payment for that particular client/invoice manually into that system. Thus, Control Panel allows you to accomplish this task very efficiently and that leave no impact on the system.

To register offline payments, you have to navigate to the following path:

Home >> Billing Manager >> Register Payments

And click on the Register Offline Payments tab, select the customer for whom you wish to register payment from the drop down list, provide the appropriate details and submit the form. See the snapshot below:

Issue Credit:

In daily business operations there are various adjustments and alterations, these changes can be caused by any of the reason, either it could be in the favor of any discount of service interruption or explicitly on any product after sale or it could be due to change in prices etc. Thus, Control Panel allows you to make such adjustments to keep your billing/accounting up-to-date and error free.

To issue credit you have to navigate to the following path:

Home >> Billing Information >> Payment Profile

Select the client, to whom you wish to issue credit and provide the information in the field and click on Save button. See the snapshot below:

You can also adjust a client balance by doing a Credit or Debit adjustment to the account. To do a Credit adjustment, navigate to the above path:

Select the client, enter your reference number in Reference number box, enter the amount and then enter credit memo in the comments box. Click Save button.

Hyper-V Metered Billing Plan and Resources Usage in MachPanel

mudesira.munir — Sun, 23 Mar 2014 06:01:05 GMT

Summary

This article provides a summary for enabling Hyper-V Metered Resources Usage Billing for Reseller's and its customer in MachPanel.

Applies To

This article applies to MachPanel Build v4.9.21 and above

Prerequisite

MachPanel Control Server Installation
http://kb.machsol.com/Knowledgebase/Article/50261
MachPanel Remote Server Installation
http://kb.machsol.com/Knowledgebase/Article/50262

Hyper-V Metered Resources Usage Billing in MachPanel

To enable Hyper- V metered Usage billing in MachPanel follow below steps:

STEP-1: Integrate Hyper-v Server in MachPanel:

To integrate Hyper-v in MachPanel, navigate to the following path: Home >> Service Director >> VPS Hosting and Add a Server Group. See the snapshot below:

To integrate Hyper-v in MachPanel please review the following KB article for further details:
http://kb.machsol.com/Knowledgebase/Article/50316

STEP-2: Add Sealed Images in MachPanel:

Add sealed images at following path: Home > Service Director > VPS Hosting > Setup

STEP-3: Add IP Pools and Virtual Network in Hyper-v:

After the Test Service of Hyper -V is successful, you can add IP Pools, Virtual Networks and sealed images in Hyper-V, please review the following KB article for further details:

http://kb.machsol.com/Knowledgebase/Article/52397

STEP-4: Creating & Selling VPS (Hyper-V) Metered Billing Service Plan:

To create a new package \ service plan, navigate to the following path: Home >> Service Plan >> VPS Hosting.
Click on Reseller Product Listing tab, add new product. See the snapshot below:

For Prepaid/Subscription reseller, if reseller is subscribed to a package where ‘Metered’ billing is turned ‘On’ then
- For all customer subscriptions under reseller and for all virtual machines under a subscription.
  - Calculate total ‘On’ state usage hours of VM
  - Calculate average usage for each resource which is metered in reseller service package.
  - Bill for each resource is generated as ‘Average usage’ * ‘Total On state hours of VM’ * ‘Price set in reseller package’.

In Price Group section there are two type of pricing one is the price cycle (Monthly, Yearly etc) which will be charged once every time when the cycle will be complete, and the other is Hourly for different resources and will be applicable on those resources which are marked checked in Metered Billing Section.

Reseller’s recurring invoice:

Usage Bill Detail Section:

For Customer Product (Under reseller), If a service provisioned with a package where ‘Metered’ billing is turned ‘On’ then
- Calculate total ‘On’ state usage hours of a virtual machine under a subscription.
- Calculate average usage for each resource which is metered in service package.
- Bill for each resource is generated as ‘Average usage’ * ‘Total On state hours of VM’ * ‘Price set in package’.

Under Price Group tab you will see the Metered Billing:

Customer Recurring Invoice:

Usage Bill Detail:

How to Configure Billing Options related to Suspension and Termination

mudesira.munir — Mon, 24 Sep 2012 00:18:49 GMT

Summary

This article provides information about configuring Billing Options related to Suspension and Termination.

Applies To

Applies to MachPanel v 4.3.11 and above.

Solution

To Configure the billing options as per your requirements navigate to the path:

Home >> System Configuration >> Billing Configuration >> General Billing

Select Invoice Settings tab.

To completely turn OFF/ON billing system & Configure Auto Suspend or Auto Terminate options as per sections shown in snapshot below:

Invoice Suspended packages: Check if you want to enable invoice suspended packages.
Email Invoices: Select ON or OFF.
Generate Invoices: Select days from the drop down list.
Email reminder Invoices: Select days from the drop down list.
Email over due invoices for: Select days from the drop down list.
Send daily due invoice email: Check if you want to send daily due invoice Email.
Suspend Subscription with overdue invoices: Select days from the drop down list. Also you can check Do not suspend automatically option.
Delete Subscription with overdue invoices: Select days from the drop down list. Also you can check Do not remove automatically option.

Click on Save button when done.

How To Customize Invoice

mudesira.munir — Thu, 05 Aug 2010 07:35:06 GMT

Summary

This article provides information about how to customize invoice that is generated from MachPanel.

Applies To

MachPanel all versions

Procedure

It is very easy to customize look & feel of invoice that is generated from MachPanel. Follow the below steps to customize the invoice.

1) Navigate to Home > System configuration > Billing Configuration > General Billing

2) Click on Invoice Template Tab to edit invoice template.

3) Provide the required changes and click on Save to complete the customization.

Note: Please use only .jpg format for images.

Billing Management Questions

zohaib.shaikh — Sat, 19 Dec 2009 13:13:47 GMT

1) I am already using a third party billing and am happy with that?
We have a very comprehensive billing module that offers you all the required functionality on billing. You can automate all your processes, everything including billing is being managed from our control panel but if you want, you can switch off billing and carry on using billing outside of the control panel.

Pro-rated & Non-prorated billing methods
You can bill in any currency.
Anti-fraud filters
Multiple payment gateway support.
Tax & VAT support
Automatic invoice for new and recurring account etc

2) Can you integrate any third party billing or help desk for me?
Our system comes with a very comprehensive billing and help desk module which is built in part of our solution thus you do not incur any costs using them. Unfortunately right now we do not have any plans for third party billing or help desk integration but we can look into this for future.

3) Which payment gateway do you support?
We do support Authorize.net, PayPal, Moneris, World pay etc but if you are using any other payment gateway that is not supported, we can integrate that for you. Kindly contact our sales team for further details.

Enable/Disable MachPanel Billing System/Service

fawad.khan — Wed, 05 Aug 2009 08:12:20 GMT

Summary

This article explains procedure to Enable/Disable MachPanel Billing system.

Applies To

MachPanel all versions

Solution

If you already have a custom billing service in place, you can use MachPanel and all its extensions with the billing system disabled and just use the MachPanel management.

Simply Navigate to:

Home » System Configuration » Billing Configuration » General Billing

Select Billing Settings tab
Select Off for Billing system option

How To Do Billing For Multiple Mailboxes

fawad.khan — Tue, 16 Dec 2008 07:00:24 GMT

Summary

This article entails the procedure of how to do billing for multiple mailboxes.

Applies To

MachPanel all versions

Solution

You can do billing for multiple mailboxes with the help of add-on features of MachPanel. This can be done by following the steps given below:

Step 1:Create Mailbox as an Add-on

In order to create mailbox as an add-on

Navigate to: Service Plans >> Exchange Hosting Products
Click Edit on sixth step Click Create New Add-on.

Step 2: Sell Mailbox as an Add-on Through Offline Order

To sell mailbox as an add on through offline order

Navigate To: Home >> Client Manager >> Offline Order Click Add-on

After This Select Package Type: Microsoft Exchange 2007.

Then select your exchange package and select Add-on you want to sell.

Pro-rated And Non Pro-rated Billing

mudesira.munir — Tue, 04 Nov 2008 02:49:00 GMT

Summary
This document provides necessary information regarding billing (pro-rated and non pro-rated) you about the way new billing options work in MachPanel.

Applies To
MachPanel all versions

Solution
Please note that billing can be either prorated or non-prorated. Navigate to the following path. Home » System Configuration » Billing Configuration » General Billing

Click on the First tab that is "Billing Settings" to configure billing settings. Here, you can Enable/Disable prorate billing:

Pro-rated Billing

Prorated billing is a technique for applying standard billing methods to nonstandard billing periods. For example, if a bill for a service is usually invoiced monthly, prorating the bill allows the service provider to bill for an amount that reflects the portion of the month in which the service was used. Prorated billing can be applied to periods shorter or longer than the usual billing period.

If you enable prorated billing option:

• A single invoice will hold list of multiple items / SUBSCRIPTIONS AND ADDONS that are due.

Non Pro-rated Billing
If you disable prorated billing options then two things will happen:

• The add-ons purchased with a subscription will be prorated with that subscription, and a single invoice will contain one subscription and its Add-ons. This will only apply to subscriptions and add-ons having same billing cycle (Weekly, Monthly, Yearly etc).

• On the other hand, the subscriptions will be billed on the date it is purchased. Also, all the subscriptions purchased on the same day will be invoiced together.

MachPanel Knowledgebase

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Summary

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Prerequisites:

Steps to achieve it:

Code Snippet

Sample Scenario 1:

Steps:

Sample Scenario 2:

Steps:

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Summary

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Documents

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Summary

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Summary

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Summary

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How To Do Billing For Multiple Mailboxes

Pro-rated And Non Pro-rated Billing