PerlBill Manual |
PerlBill v2.0 Documentation
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
|  | Section A - Installation
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
|  | Section B - User Order Form and Billing
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 - Client Area
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
|  | Section D - Staff Area
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
|  | Section E - Payment Integration
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
|  | Section F- Professional Version
This section is for clients who are using the Pro version, with automatic processing. Setting up Authorize.net / PlanetPayment Recurring Billing Troubleshooting