Category:Billing

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How do I credit an invoice, or create a new invoice?

Credit an invoice:

  1. Log in to the Reseller Area;
  2. Go to 'Customers' and find the right customer;
  3. Click on 'Details' and go to 'Invoices';
  4. Click on 'Details' behind the invoice you want to credit;
  5. Select 'Invoice Actions' in the upper right corner;
  6. Click on 'Credit' to credit the invoice;
  7. Select which products you want to credit and click on 'Create';
  8. Edit the invoice and click 'Save' to apply changes.

Create a custom invoice:

  1. Log in to the Reseller Area;
  2. Go to 'Customers' and find the right customer;
  3. Click on the customer and go to the Invoices tab;
  4. Select 'Customer actions' in the upper right corner;
  5. Click on 'Create invoice';
  6. Edit the details of the invoice and click 'Save' to apply changes.

How can I ask for a refund?

To request a refund from your reseller, please submit a support ticket from your Reseller Area. In this ticket, explain why you are requesting a refund.

How do I filter my invoices?

To filter your invoices, log in to your Reseller Area. By going to 'Finance' -> 'Invoices' -> 'Overview', you are presented with all the invoices of your customers and sub-resellers. Please use the filters to filter invoices as required.

How do tax rules work?

Taxes are an easy way to add the tax rate for your country to your products. This ensures that you will not need to do this afterwards. To set a tax rule, log in to your Reseller Area, and select the Tax Rules option under 'Finance' -> 'Invoices'. You can include and set tax rules here.

Your customers and resellers will be charged with this tax rate. Your resellers are allowed to set a different tax rate (as this may differ in their locale)."

How do I set up a tax rule to collect tax from my customers (and indirectly, my resellers)?

To set a tax rule, log in to your Reseller Area. Then go to 'Finance' -> 'Invoices' -> 'Tax rules'. Go to 'Actions' and choose 'Add tax rule'. Configure the settings for which you want this to apply, and select 'Save' at the bottom to add the rule.

How can I add funds to my account?

You can deposit funds onto your account by going to 'Finance' -> 'Billing' -> 'Overview'. Here you can see the Actions option where you can add a deposit. You can also start a deposit from your Dashboard.

How do I balance an invoice?

To balance an invoice, log in to your Reseller Area. After logging in, find your customer for which you want to balance your invoice, and locate his invoices at 'Finance' -> 'Overview'. After opening it, close the current invoice. You will be asked immediately whether you wish to create a credit invoice to balance the debit invoice. Both will be closed, if you accept.

How can I add an invoice sequence?

To add an invoice sequence, log in to the Reseller Area. Go to 'Finance' -> 'Invoices' -> 'Invoice Sequence'. Click on 'Actions' -> 'Create invoice sequence'. Fill in the details and click on 'Save' to apply changes.

How can I change an invoice sequence?

To change an invoice sequence, log in to the Reseller Area. Go to 'Finance' -> 'Invoices' -> 'Invoice Sequence'. Click on 'modify' behind the sequence you want to change. Fill in the details and click on 'Save' to apply changes.

How can I add an invoice template?

To add an invoice template, log in to the Reseller Area. Go to 'Finance' -> 'Invoices' -> 'Templates'. Go to 'Actions' and click on 'Create invoice template'. Fill in the details and click on 'Save' to apply changes.

How can I change an invoice template?

To change an invoice template, log in to the Reseller Area. Go to 'Finance' -> 'Invoices' -> 'Templates'. Click 'modify' behind the template you want to edit. Fill in the details and click on 'Save' to apply changes.

How can I add tax rules?

To set a tax rule, log in to your Reseller Area. Then go to 'Finance' -> 'Invoices' -> 'Tax rules'. Go to 'Actions' and choose 'Add tax rule'. Configure the settings for which you want this to apply, and select 'Save' at the bottom to add the rule.

How can I change tax rules? ==

To change a tax rule, log in to the Reseller Area. Go to 'Finance' -> 'Invoices' -> 'Tax rules'. Click 'modify' behind the rule you wish to edit. Fill in the details and click on 'Save' to apply changes.

Is my balance sufficient with my reseller/Resello for orders to complete?

To check your balance, log in to your Reseller Area. Then go to 'Finance' -> 'Billing' -> 'Overview'. Here, you may view your balance. If it seems to be on the low end, correct this by depositing additional funds.

How do I add a watermark to my balance?

To add a watermark to your balance, please log in to your Reseller Area. Go to 'Finance' -> 'Balance' -> 'Overview'. Click on 'Actions' -> 'Set EUR watermarks'. Fill in the details and click on 'Save' to apply changes.

How do I create a new invoice?

To create a new invoice, log in to your Reseller Area. Find the customer you're looking for, and open his account. At details, select 'Customer actions' and then 'Create invoice' to open a draft invoice which you can freely edit.

After you're satisfied with the invoice, set the invoice to open. The customer will be able to pay it through his Customer Area, with your usual payment methods.

Which invoices are still open?

To see which invoices are still open, log in to your Reseller Area. Under 'Finance' -> 'Invoices' -> 'Overview', select the 'Open' filter.

You may also select this filter under the Invoices tab in the customer's account.

Which invoices have been completed?

To see which invoices are closed, log in to your Reseller Area. Under Finance -> Invoices -> Overview, select the 'Closed' filter.

You may also select this filter under the Invoices tab in the customer's account.

How do I close an invoice?

  1. Log in to the Reseller Area;
  2. Go to 'Customers' and find the right customer;
  3. Click on the customers details and go to the Orders tab;
  4. Click on 'Details' behind the invoice you want to close;
  5. Select 'Actions' in the upper right corner;
  6. Click on 'Close' and confirm.

How do I activate prepaid delivery?

Currently, prepaid delivery cannot be activated for customers. What you can do, however, is activate the automatic renew function. This allows you to make sure none of the products of this customer expire. To turn on auto-renew, log in to your Reseller Area. For a storefront activation, move to 'Settings' -> 'General settings' and check the 'Auto renew all products' option. To select this for a customer, find the customer, and open his account. At the Settings tab, check the option 'Auto renew products'.

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