• Section A - Installation Guide
• Section B - User Order Form
• Section C - Client Area
• Section D - Staff Area
• Section E - Payment Integration 
• Section F - Professional Version
• Section G - Troublshooting
  
  
• Additional Resources
  
  
  

If you require installation instructions or help with any parts of the installation please check the areas below.

• Installing PerlBill
• Setting up Incoming E-mail
• Installing Perl Modules
• Integrating third party software

 

This section provides an overview for the client order and billing system within PerlBill.

• Ordering Single Items
• Order Multiple Items
• Setting prices of an order form
• Setting Tax
• Pro-Rate / Static Billing Methods
• Balance Register

 

Section C provides an overview to the client area, where clients can submit and track helpdesk tickets and billing information.

• User login
• Web based help desk
• E-mail submissions
• Viewing Invoices
• Updating Client information
• Placing new orders

 

The Staff area is where your support staff may login and respond to client requests logged via the client area or via incoming emails.

• Logging In
• Call listing overview
• Managing Tickets
• Deleting Tickets
• Responding to a ticket
• Contacting a user
• Notifications
• Opening a new request
• Assigning a request internally
• Knowledge Base Management

 

If you are using the Standard release of PerlBill and need to integrate it with a third party system, you can view some of the details below. Some payment processors have instructions below, but the general settings apply to most third party processors.

• General Integration
• 2Checkout Payment Integration
• PayPal Integration
  
  
  

This section is for clients who are using the Pro version, with automatic processing.

• Setting up Authorize.net / PlanetPayment
• Recurring Billing
• Troubleshooting