Reseller/Customer Invoice Configuration

• Overview
• How to get here in the Web Console?
• Invoice Configuration
• Troubleshooting Tips
• Limitations

Overview

You can configure invoice settings for individual Resellers/Customers from this page. Invoice Plans can be selected from those created at 'Server Admin -> Invoice Management -> Add New Invoice Plan (Icon)'.

How to get here in the Web Console?
 In the top menu, to configure invoice for Reseller, select: "Server Admin -> Reseller Management -> List of Resellers" and click on the Invoice Configuration (Action for the particular Reseller). And for Customer, select: "Server Admin -> Reseller Management -> List of Resellers -> Click on the particular Reseller". This will list the customers under the reseller. Now, click on the Invoice Configuration (Action for the particular Customer) page.

Invoice Configuration Settings:

• Do not invoice - Select this option to disable invoicing for the Reseller/Customer. If this option is selected, Invoice reports will not be generated (for the Reseller/Customer).

• Invoice using this plan - Select this option to enable invoicing for the Reseller/Customer. Invoice reports will be generated for the Reseller/Customer using the invoice plan selected from the drop down box. Plans that were earlier added to the server will be listed in this drop down box. Invoice Reports (using the configurations specified in the selected plan) will be generated for the Reseller/Customer.

• Click here to Add a New Plan - Click this link to add a new Invoice plan. Newly added plans can be used for any Reseller(s)/Customer(s). After adding a new Invoice plan, you can select the plan to generate Invoice for Resellers/Customers as required.

• Email the generated invoice to - If this option is enabled, Invoice reports will be automatically emailed to the specified recipients whenever the Invoice is generated. You can specify multiple recipients (simply separate them with commas). Invoice reports can also be manually emailed for Reseller using the 'Email this Report' link in 'Server Admin -> Reseller Management -> List of Resellers -> Invoice Reports (Action) -> View (Action) for the particular Invoice Report'. And for the Customer, using the 'Email this Report' link in 'Server Admin -> Reseller Management -> List of Resellers -> Reseller Name -> Invoice Reports (Action) -> View (Action) for the particular Invoice Report'.

• Do not generate invoices automatically - If this option is enabled, invoice will not be generated automatically at the end of billing period. It can be generated manually for Reseller by clicking the ‘Generate Invoice’ button in ‘Server Admin-> Reseller Management -> List of Resellers -> View Invoices (action for Reseller) page. And for the Customer by clicking the ‘Generate Invoice’ button in ‘Server Admin-> Reseller Management -> List of Resellers -> [Reseller Name] -> View Invoices (action for Customer) page.

Note : Before enabling ‘ Email the generated invoice to’ option, the user should enable the Email Settings by going to Settings > Email Settings > Email Settings page.

Troubleshooting Tips

Limitations

Invoice Reports can be generated only for the Resellers and Customers. Client level Invoice Reports can not be generated (actually, we don't expect this to be a requirement).