Billing Checklist

The following is a checklist of steps you should take every time you run bills.

1. Validate and sync your servers with the billing server.

2. Check that all lists have been assigned to customers or to fake accounts.

3. If you have customers who have prepaid, set the Carry-Over Remaining Credits.

4. Run the bills, creating a bill for each customer.

5. Test and send the bills.

6. Terminate any customer who should not receive future bills.

7. Terminate lists.

More

1. Billing

2. Billing Initial Setup

3. Adding, Validating and Syncing Servers

4. Creating Hosting Plans

5. Creating Additional Charges

6. Creating New Customers

7. Creating Billing Groups

8. Assigning Hosting Plans, Charges and Lists

9. Validating Customers

10. Running Bills

11. Testing and Sending Bills

12. Terminating Customers

13. Terminating Lists

14. Billing Checklist

15. Billing Reports

16. Billing Utilities

17. Viewing a Customer's History