Difference between revisions of "Freeside:1.7:Documentation:User"
From Freeside
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===== Check and Cash payments ===== | ===== Check and Cash payments ===== | ||
| − | * | + | * To post a check or cash payment, use the "Enter check payment" or "Enter cash payment" links at the top of the Payment History section of the customer view page. |
| − | * | + | ** Enter the amount of the payment. |
| − | * | + | ** For check payments, enter the check number. |
| + | ** Leave "Auto-apply to invoices" set to "yes" if you would like the system to apply the payment to any open invoices (oldest first). Or change "Auto-apply to invoices" to "no" if you would like to apply the payment to invoice(s) (or refund(s)) manually. | ||
| + | |||
| + | * Multiple check payments can also be entered in a batch under Tools -> Quick Payment Entry. | ||
===== Credit card and electronic check (ACH) payments ===== | ===== Credit card and electronic check (ACH) payments ===== | ||
| − | |||
| − | |||
* Credit card or electronic check payments will be initiated by the system for customers with Billing Type "Credit card (automatic)" or "Electronic Check (automatic)". | * Credit card or electronic check payments will be initiated by the system for customers with Billing Type "Credit card (automatic)" or "Electronic Check (automatic)". | ||
* Payments can be initiated manually by using the "Process credit card payment" or "Process electronic check (ACH) payment" links, in the Payment History section of the customer view page. | * Payments can be initiated manually by using the "Process credit card payment" or "Process electronic check (ACH) payment" links, in the Payment History section of the customer view page. | ||
| + | ** Enter the amount to process (defaults to the customer's current outstanding balance). | ||
| + | ** For credit card payments, enter the card number, expiration date, name on card and billing address. If the customer has a card on-file, the masked card number ("4111xxxxxxxx1111") and other information can be left as-is to charge the on-file card. | ||
| + | ** For electronic check payments, enter the account number, account type, ABA or routing number, and bank name (other information such as bank state, social security number, or driver's license number may also be required by some payment gateways). If the customer has electronic checking information on-file, the masked account number and other information can be left as-is to charge the on-file bank account. | ||
| + | ** Check "Remember this information" to save the payment information on-file. | ||
| + | ** Also check "Charge future payments to this credit card/electronic check automatically" to charge the customer automatically in the future. | ||
* Customers may use the self-service interface to pay by credit card or electronic check themselves. | * Customers may use the self-service interface to pay by credit card or electronic check themselves. | ||
| + | |||
| + | ===== Payment application ===== | ||
| + | |||
| + | * Payments are applied to a specific invoice (or split between multiple invoices). | ||
| + | * The "(apply)" and "(unapply)" links next to specific payment (in the Payment History section of the customer view page) can be used to change the application of payments to specific invoice(s) and/or refunds(s). | ||
==== Credits ==== | ==== Credits ==== | ||
Revision as of 14:43, 30 November 2008
Contents
Introduction
About
http://www.freeside.biz/~ivan/freeside-slides/html/slide_1.html ?
AGPL now, and MySQL is also supported
http://www.freeside.biz/~ivan/freeside-slides/html/slide_2.html
Customers, Packages and Services
http://www.freeside.biz/~ivan/freeside-slides/html/slide_3.html
http://www.freeside.biz/~ivan/freeside-slides/html/slide_4.html (simple case: single package and service)
Customers
Adding customers
http://www.freeside.biz/~ivan/freeside-slides/html/slide_5.html
Searching for customers
Customer view
http://www.freeside.biz/~ivan/freeside-slides/html/slide_6.html
Actions
Edit customer
Cancel customer
Refer customer
View customer's referrals
Bill now
Comments / Notes
Comments
Notes
Tickets
http://www.freeside.biz/~ivan/freeside-slides/html/slide_7.html
Packages
http://www.freeside.biz/~ivan/freeside-slides/html/slide_11.html
Services
Accounts
http://www.freeside.biz/~ivan/freeside-slides/html/slide_12.html
Domains
Mail Forwards
Virtual hosting
Broadband
Phone numbers
External
Payment history and actions
http://www.freeside.biz/~ivan/freeside-slides/html/slide_13.html
Invoices
Invoices are generated by the system. The charges on each invoice reflect the setup/one-time, recurring and usage charges of that customer's packages. Invoices increase the customer's balance.
To add new packages or charges to a customer, use the "Order new package" or "One-time charge" links in the Packages section of the Customer View page.
To generate a pending invoice for a customer, use the "Bill now" link at the top of the Customer View page.
Payments
Payments are money the customer pays. Payments decrease the customer's balance.
Check and Cash payments
- To post a check or cash payment, use the "Enter check payment" or "Enter cash payment" links at the top of the Payment History section of the customer view page.
- Enter the amount of the payment.
- For check payments, enter the check number.
- Leave "Auto-apply to invoices" set to "yes" if you would like the system to apply the payment to any open invoices (oldest first). Or change "Auto-apply to invoices" to "no" if you would like to apply the payment to invoice(s) (or refund(s)) manually.
- Multiple check payments can also be entered in a batch under Tools -> Quick Payment Entry.
Credit card and electronic check (ACH) payments
- Credit card or electronic check payments will be initiated by the system for customers with Billing Type "Credit card (automatic)" or "Electronic Check (automatic)".
- Payments can be initiated manually by using the "Process credit card payment" or "Process electronic check (ACH) payment" links, in the Payment History section of the customer view page.
- Enter the amount to process (defaults to the customer's current outstanding balance).
- For credit card payments, enter the card number, expiration date, name on card and billing address. If the customer has a card on-file, the masked card number ("4111xxxxxxxx1111") and other information can be left as-is to charge the on-file card.
- For electronic check payments, enter the account number, account type, ABA or routing number, and bank name (other information such as bank state, social security number, or driver's license number may also be required by some payment gateways). If the customer has electronic checking information on-file, the masked account number and other information can be left as-is to charge the on-file bank account.
- Check "Remember this information" to save the payment information on-file.
- Also check "Charge future payments to this credit card/electronic check automatically" to charge the customer automatically in the future.
- Customers may use the self-service interface to pay by credit card or electronic check themselves.
Payment application
- Payments are applied to a specific invoice (or split between multiple invoices).
- The "(apply)" and "(unapply)" links next to specific payment (in the Payment History section of the customer view page) can be used to change the application of payments to specific invoice(s) and/or refunds(s).
Credits
Credits are adjustments to the amount the customer owes. Credits decrease the customer's balance.
- To post a credit, use the "Enter credit" link at the top of the Payment History section of the customer view page.
- Enter the amount to credit.
- Select the reason for the credit or enter a new reason.
- Leave "Auto-apply to invoices" set to "yes" if you would like the system to apply the credit to any open invoices (oldest first). Or change "Auto-apply to invoices" to "no" if you would like to apply the credit to invoice(s) (or refund(s)) manually.
- Like payments, credits can be applied to an invoice (or split between multiple invoices). For example, a credit to reverse an incorrect invoice or write off an invoice as bad debt could be applied to that specific invoice.
- Credits can also be applied to refunds to indicate that the credit was refunded to the customer instead.
- The "(apply)" and "(unapply)" links next to specific credits (in the Payment History section of the customer view page) can be used to change the application of credits to specific invoice(s) and/or refunds(s).
Refunds
Refunds are money paid to the customer. Refunds increase the customer's balance.
Check and Cash refunds
- Posting refunds
- Applying and unapplying refunds.
Credit card and electronic check (ACH) refunds
- To refund a specific credit card or electronic check (ACH) payment back to the customer, use the "(refund)" link next to that specific payment (in the Payment History section of the customer view page). This will process a refund for the amount of the payment with the payment gateway.
Ticketing
Link to RT documentation
New ticket
http://www.freeside.biz/~ivan/freeside-slides/html/slide_8.html
Ticketing Main
http://www.freeside.biz/~ivan/freeside-slides/html/slide_9.html
Ticket View
http://www.freeside.biz/~ivan/freeside-slides/html/slide_10.html
Searching and Reporting
http://www.freeside.biz/~ivan/freeside-slides/html/slide_14.html
Customers
- How to search and browse customers, specific criteria
Invoices
- How to search and browse invoices, specific criteria
Packages
- How to search and browse packages, specific criteria
Services
- How to search and browse services, specific criteria
Accounts
Domains
Mail Forwards
Virtual hosting
Broadband
Phone numbers
External
Usage
Financial Reports
- How to use the aging reports
- How to run/export the reports we need to link all the data (total sales, PST, GST) to quick books
Tools
Quick Payment Entry
Auditing Legacy Data
http://www.freeside.biz/~ivan/freeside-slides/html/slide_15.html
