Getting Started

Billing Manager
Create a new page that only your portal admin can view and edit and add the Billing Manager module to the page.  After you add the Billing Manager module to your page you will see the following screen:
 
 
 
 

My Company 

Before creating invoices you will first need to add your company information.  To add or edit merchant information click the button titled “Merchant Admin” from the Billing Manager Console.
 
 
 
 
The following screen will be displayed when you click Merchant Admin”.
 
 
 
 
Enter your company information and click the save button.
 
 
 

Manage Products and Services

To add, edit or delete your products and services click the button titled “Product and Services” from the Billing Manager Console.
 
 
 
 
The following screen will be displayed when you click Products and Services”.
 
 
 
 

Manage Customers 

To add, edit or delete your clients or customers click the button titled “Manage Customers” from the Billing Manager Console.
 
 
 
 
The following screen will be displayed when you click “Customers”.
 
 
 
 
The manage customers screen displays a grid view listing of your customers for quick viewing and by default is sorted by last name, first name. 
 
Sorting the Customer Grid
Each column heading in the grid is a hyperlink, if you click the column heading in the grid it will sort on the field heading clicked in ascending order, if you click the column heading again the grid will sort in descending order on the field heading clicked.
 
Filtering Customers using custom criteria
Simply enter the value you want to search on in the textbox and click the search button and the customer grid will filter on the criteria you entered.  To remove the filter and show all customers click the “Clear” button.
 
 
When you click the “Add Customer” button the following screen will be displayed: