• Ordering Single Items
• Order Multiple Items
• Setting prices of an order form
• Setting Tax
• Billing Methods
• Balance Register
• Order Options

 

To setup the order form to support single purchases, such as a service choice you must edit the setup in the administation, please navigate to the section below

Administration > Settings > Signup Settings

On that page there is an option to support single or multiple purchases in one order, you must choose single to have the effect described above.

To allow your clients to choose one or more items or services when signing up, you must edit the 'Signup Settings' in the Administration to allow 'Multiple' orders in one signup. When a customer places multiple orders in one go, each account/service will be setup under the client account and one invoice will be generated with the summary of the charges.

The prices are defined in the billing setup or each package, each one can have a defined recurring cost or setup fee.

If you would like to charge clients Tax you must enable it in the Administration Area, to do this login to the Admin > Settings and click on Tax Settings - you must enable it and fill in the two fields (Tax % and Tax Type).

The Tax % is the percenctage you would like to charge in tax for each invoice generated by the system (if the plan/product is set to taxable)

The Tax Type is used in the invoices generated to indicate the type of Tax you are charging, for example: VAT or Sales Tax

After taxation is enabled in the settings, you must specify in the payment plans or products that they are to be taxable. Simply check the Tax box when adding or editing a plan, or invoices generated for this plan/product will now be taxed.

PerlBill has two methods of managing recurring billing, Pro-rating clients and static billing. Both are explained below:

Pro-Rate Billing is used when you would like all invoices to be generated at the start of each month, when a client places an order they will be charged for the remainder of the period and the next renewal date will be the 1st of the appropriate month.

Static billing is used to generate invoices daily - renewal dates for recurring plans will be set to that of the signup date. For example, a client who places an order on the 7th February for a monthly service, the next renewal date for this account would be the 7th March.

The balance register is used to add a positive balance on the clients account, you can access a clients balance page by viewing their profile in the administration and clicking the ( + / - ) link next to their balance at the bottom.

This feature can be used if for example the client sends a 400.00 cheque to cover future payments, you could simply add 400.00 to the clients balance and each invoice generated will be deducted from the balance and marked as PAID.

The Balance system does not go into negative amounts, if an invoice is generated for 30.00 and the client has a balance of 15.00 the balance will be deducted and 15.00 will be the amount on the invoice, the new client balance would be 0.00.

You can choose from a variety of ways for your clients to place new orders, two of which are outlined at the top of this page (single listings and multiple purchases) there is an additional method of placing orders which is to link directly to a single product on the order page. This could be used, for example, if you are listing your products on a different HTML page and would like an order link.

Eg. client.cgi?do=register&service=ID&lang=en

Simply replace the service ID with your product ID (assigned in the administration)