A) Enable/Disable
Billing System
B) Save
Settings
Tax Settings
If you click down to
the “Tax Settings” page, you can configure the tax rate that will be applied to
your customers. You can also input the
name of the tax that will appear on the invoice (e.g. – Sales Tax, or VAT). Click the “Save” button to save your
settings, and then click the “Back” button to go back to main Billing Settings
page.
Invoice Settings
Clicking on the
“Invoice Settings” icon will bring you to a page where you can enter your
invoice settings. You can opt to either have the invoice sent or not sent by
checking or unchecking the “send invoice via email” box. You can also input an invoice prefix, custom
invoice subject, ‘from’ address, and blind carbon copy address so that you can
also have a copy of the invoice emailed to you for your records. Additionally, you may also input custom HTML
invoice headers and footers. After
entering your settings, click “Save” to make sure all of your settings have been
saved and then click the “Back” button to return to the main “Billing Settings”
page.
Payment Gateway
Configuration
Before customers can
submit payment through Helm, you must configure Helm to interact with any
payment gateways that you subscribe to. Although somewhat misleading, you also can configure Helm to accept
payment via Bank Transfer and Cheque under the payment gateways page.
After clicking on the
“Payment Gateways” icon, you will be presented with a drop down list of the
different gateways that HELM supports. To proceed, select the payment gateway you would like to enable and then
click the “Next” button. Depending on
the payment gateway you choose, you will have to input a variety of information.
In most cases, the information you are inputting will be provided to you by your
payment gateway company. After inputting
your payment gateway details, click “Save” to save your settings. Click on the “Back” button to return to the
main Billing Settings page.
Payment Reminders
Now, the only thing
left to configure are your payment reminders. Clicking on the “Payment Reminders” icon and then clicking the “Add New”
button will take you to the form where you can setup a payment reminder.
The
payment reminder screen is nearly identical to the welcome letter screen. A
helpful feature is that the payment reminders can also include your customers'
username / password so that your customers can log in to their control panel
easily and pay their bill
promptly.
Send via Email
From:
The email your users receive will be sent from this address. For example, it
would be a good idea to enter your support or sales email address in this field.
Send via Internal
Message System: Checking this box
will also send the user a copy of the email message via the Internal Message
system.
Send Copy To the
Following Email Address: Checking this box
and entering a valid email will “carbon copy” the email address you enter with all emails automatically sent out by Helm. Enabling this
feature is helpful as it lets you have a record of the information that gets
sent to your users.
Send as HTML
Email:
Check this box if your message is in HTML format, and you wish to send this
email in HTML format.
Dear [UserFirstName] [UserLastName],
This a reminder for due payment for services provided by Acme
Hosting
Invoice Amount : [UserAccountBalance]
You may login to
view your invoice(s) online here: http://control.your-url.com
Thank you,
Disabling a Payment
Reminder for a User
If you don’t want a
specific user to be sent a payment reminder when the billing task runs, then you
can disable reminders for that reseller. Simply select the user from the list in
Helm, and click Billing. You will be taken to the main Billing Menu:
At the top, you will
see a check box for “Send Payment Reminders”. Simply uncheck this and click
“Save” and this user will no longer receive payment reminders.
