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1 Open Source Enterprise Billing SystemUser GuidejBilling User GuidePage 1 CopyrightThis document is Copyright 2004-2010 Enterprise jBilling Software Ltd. All Rights Reserved. No part of this document may be reproduced, transmitted in any form or by any means -electronic, mechanical, photocopying, printing or otherwise- without the prior written permission of Enterprise jBilling Software is a registered trademark of Enterprise jBilling Software Ltd. All other brands and product names are trademarks of their respective Conde and othersRevision number and software versionThis revision is , based on jBilling User GuidePage 2 Table of number and software an Manual pricing .. a special a special a special a User GuidePage 3 Customers and other types of customers a ..24 Currency ..25preference Partner ID.

2 25 Parent Sub Basic Login Card this contact in Staff a customer Date ..28 Invoice delivery Automatic contact 3 PURCHASE User GuidePage Since / customer upon order 'cycle' in the middle of the in the middle of the of for early automatic automatic the for early automatic for Model ..50 Helper automatic purchase of a Purchase Order ..54 Order purchase User GuidePage 5 Generate Invoice and when trying to generate a manual many periods added to the to a new order an order 4 THE BILLING the billing process Billing Purchase Order s Periods Included in the Right Billing Carried Over to Other Payment of Run Review Report ..69 Review Report Days ..69 Number of retries ..70 Number of days between retries ..70 Billing Date.

3 70 Require Recurring process date for Payment periods to over payments to the Process User GuidePage 6 The list of billing the latest billing Process Review relationship between purchase orders and an and invoice details of method: manual or processor: entered or a to an the payment details , modifying and linking a User GuidePage 7 Introduction to jBilling's your own values with Velocity template (email): ..98 Invoice (paper):..100 Invoice Reminder: .. Ageing notifications: ..102 Payout payout: ..103 Email Delivery not to use the default delivery paper s notes on orders about to 8 SYSTEM style sheet ageing the plug-ins User GuidePage 8 CHAPTER 9 SUB to use a parent-children differences between sub-accounts a common parent and children orders.

4 124 For the Filter Plug-in Preference Suspended Customer Plug-in reports the User GuidePage 9 Selecting the the results ..141 Getting the results in your with values for a filter values (null).. invoiced in the first week of invoiced per customer in the first week of paid in the first week of of invoices that have been of overdue of items much are we owed in overdue payments?..148 CHAPTER time a new partner a partner User GuidePage 10 Manual Payout:..154 Payouts due a jbilling with User GuidePage 11 Chapter 1 ItemsYour catalog of goods and servicesjBilling User GuidePage 12jBilling User GuidePage 13 Item managementItems represent the catalog of services or goods sold by your company. Here is where you detail the description and price of an item.

5 An item can be also be a promotion, interest, late fees, a tax or anything else that you might want an invoice to contain. Creating items and item categories is the very first task that you have to do to get jbilling set-up. Here you have to answer the question: what is that my company sells and how can categorize these items?Create an ItemAs illustrated below, to create an item, click on Items and then on Create .NumberThis field is optional. It is the identification you will use internally to distinguish your item. It is deceiving to call it number , as you could assign to your item any letter, number, symbol or a combination of all three. It is possible to assign the same number to more than one item. The numbers and letters you assign to your item will affect the order in which it will appear among other items, once listed on an invoice.

6 This is actually jBilling User GuidePage 14the most important effect that the item number has: it determines how items will be ordered in an invoice. If item's order in an invoice is important to you, you should think of a 'number strategy' to follow. Let's say that you want all your normal items to show up first, followed by any discounts and last the taxes. That how you want the invoices to display the lines. In that case, you might want to start the item numbers with a letter that follows these three groups. 'A' for normal items, 'B' for discounts, and 'C' for taxes. This is just a prefix, then you can follow with a number. For example:A-1 Monthly front page bannerA-2 Featured articleB-1 One year subscription discountC-1 State is important not to confuse the Number with the ID the system will automatically assign to an item which cannot be edited.

7 The ID is just a sequential number that helps jbilling to internally identify is where an item is named and perhaps described briefly. These name and description will eventually be displayed on the invoice. It can be edited when creating a purchase order (see documentation relating to purchase orders). Here, the default language of your company should be used, which was configured during you need to enter the description in more than one language, you can do so later by editing the item. Initially, you just need to enter the description in your company's default what category the item is to belong to. Each item needs to be assigned to at least one category and may belong to more than out this field indicates that you wish for the value of this item to be calculated as a percentage of the total of the purchase order. A common example is a tax, such as the VAT (Value Added Tax) or GST (Goods and Services Tax), which is a fixed percentage of the total value of the purchase.

8 If this field is filled out, the price field(s) has (have) to be left blank. Allow Manual PricingFlagging an item as manual price , allows for its price to be modified when creating a purchase order. Its price becomes in fact a suggested price . For example, Trend s price for a top banner is 300$, but this item is flagged as manual price . A sales representative can then give a one time special price to a customer. When the purchase order is being created the price will be an editable field, allowing the sales representative to enter any number. If the item is not flagged as manual price , the price will not be User GuidePage 15 PriceIf you have filled out the percentage field, this section should be left blank. You will see listed here as many currencies as you have previously chosen to work with in System Currencies.

9 You have to fill out at least one field. It is possible to fill out more than one field while leaving some blank. Any field you fill out will prevail and the ones left blank will be automatically converted by the system. EditClick on Items , then on List at the top of the screen. Click on a radio button to edit and update the information of an default, the description of an item will appear on an invoice in the language your company chose during sign-up. If you have clients who understand a different language, you might want to have the possibility of listing items in that other language. You can provide this translated description as follow: Click on Items and on List at the top of the screen, then click on a radio button which will lead to the page where you can edit the information of an item. Select the language of your choice, enter the translated description in the correct field and click on Submit at the bottom of the screen.

10 Click on Reload to either see or edit the description in this other User GuidePage 16 DeleteTo delete an item, click on Items , and on List at the top of the screen, then click on a radio button which will lead to the page where you can edit the information of an item. Click on Delete at the top of the pricing DescriptionThis feature is useful to allocate an ongoing special price to a customer in particular. It can only be edited by the billing administrator and it will be the price showing up on a purchase order every time one is created for this customer. Once created, the system will then automatically use this special price, for this item, for this customer only. The pricing for any other customer is not affected by this. For example, Trend sells advertisement banners on the Internet They normally sell their Package A for $100, but would like to offer it to one customer in particular for $90 per month instead.