The View Configuration page enables administrators to set up and manage billing settings for active accounts. On this page, you can enable billing, set the minimum billing amount, define charges, and manage notifications for overdue payments. To ensure accurate and timely billing operations, you can customize settings such as billing frequency, VAT percentage, and email charge inclusion.
Log into the application using your credentials.
From the dashboard, navigate to Admin Portal in the side menu.
Select Subscription from the dropdown list.
Select Configuration from the Subscription dropdown list.
Enable Billing: Toggle the switch to enable or disable billing for accounts.
Active Account Only: Toggle this switch to apply billing to active accounts exclusively.
Billing Commencement Date: Select the date from which billing will start.
Include Email Charge: Choose whether to include an email charge in the billing cycle.
Minimum Billing Amount: Enter the minimum amount that will be billed to each account.
Billing Frequency: Select how often billing will occur (e.g., monthly).
Unit Price: Define the unit price for billing.
Maximum Days Overdue: Set the maximum number of days an account can be overdue before a penalty is applied.
Email Charge: Specify the email charge amount, if applicable.
You can enter the email addresses that will receive billing notifications and alerts. For example, billing notifications can be sent to multiple emails, such as "example1@email.com, example2@email.com".
Once all fields are filled in, click Save to apply the configuration settings.
Review the settings to ensure that all billing rules are properly defined and ready to be enforced.
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