Validating Customers

All customers should be validated periodically to check for errors in their accounts. A good time to do this is just before each billing cycle. To do so:

1. Go to Utilities: Administration: Billing: Customers: Configure.

2. Click Validate all Customers.

3. A report will be generated showing any customer accounts that have errors (e.g., customer has no lists assigned; or no expiration date for credit card).

4. Click Edit to change the customer information.

5. Billing

6. Billing Initial Setup

7. Adding, Validating and Syncing Servers

8. Creating Hosting Plans

9. Creating Additional Charges

10. Creating New Customers

11. Creating Billing Groups

12. Assigning Hosting Plans, Charges and Lists

13. Validating Customers

14. Running Bills

15. Testing and Sending Bills