Billing Utilities

Billing utilities help you to perform tasks needed to maintain your billing system or to find particular members.

Assign Lists to Customers

This wizard helps you to quickly assign lists to customers you have already created.

Find Administrator

This utility helps you to find an administrator on any of your servers. Enter an email address or name in the entry box, and click OK to search for an administrator who matches. You may specify multiple administrators by separating them with the | character.

Find Member

This utility helps you to find a member on all lists on your servers, and delete them if desired. Enter an email address or name in the entry box, and click OK to search for a member who matches. Check Delete Them if you'd like to delete the address.

Carry-Over Remaining Credits

This utility is used if you have prepaid customers. You would create a non-recurring, non-proratable charge, and give it a negative number that correlates to how much someone prepaid. You would next assign that charge to the customer, with the correct amount they prepaid. For example, if they prepaid a hundred dollars, you would enter -100.00 for the charge.

Before each billing cycle, you would enter the date of the previous billing start date, in YYYY-MM-DD format. For example, if you are billing for January, you would enter 2002-12-01. Next, select a charge for all customers' prorated charges to be grouped under.

Change Admins

Change the email address or password for the billing server administrator.

Forwarding Orders

Forwarding orders allow ListManager to receive email for a given email address, and forward that email to another email address. You can specify multiple people to forward to, by separating each destination email address with a comma.

Export Invoice Data

Allows you to download a CSV (comma separated values) file for your invoices. Select the invoice start date (YYYY-MM-DD format), the customer type, and the fields to export. You will be prompted to save the csv file in any location.

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