Apply an approved tax policy in HostBill Configure HostBill's tax settings from an approved tax schedule for your business, customers and products. The software provides calculation controls;…

Apply client-specific HostBill settings and automation overrides Client-level overrides let HostBill apply a specific billing or service agreement to one customer. Review these settings whenever a customer's invoices,…

Back up and test recovery of HostBill A recoverable HostBill backup contains more than a database export. It must preserve the application version, configuration, encryption information and…

Brand and test the HostBill client area Customise the HostBill client area so customers can recognise your business and reach billing, services and support easily. Start with the controls…

Build HostBill product components and configurable options HostBill product forms collect order information and, for supported field types, let customers choose priced resources. Configure the visible choice,…

Build a structured HostBill knowledgebase Organise a HostBill knowledgebase around the tasks customers need to complete. Use a single maintained article for each distinct workflow, with related…

Check HostBill domain synchronization and expiry information Domain synchronization updates HostBill from the connected registrar's information where the module supports it. Use it to maintain reliable expiry and…

Check HostBill requirements and licence modules before installation A HostBill installation needs a compatible runtime, a valid licence and the particular integration modules used by your business. Check these before…

Choose and test a HostBill order page Choose a HostBill order page by the service workflow it must support. Its order type determines available product features, while its cart template…

Choose when HostBill creates a customer's service Choose HostBill's account-creation trigger according to when your business is ready to commit provider resources. Order creation, payment receipt and…

Complete HostBill security settings after installation Complete HostBill's security configuration before accepting real customer information. The work involves application access, private files and…

Configure HostBill API access for an authorised integration Create a separate HostBill API identity for each authorised integration. Limit its functions and network access before giving the credentials to the…

Configure HostBill contract generation for orders HostBill supports checkout agreements and generated customer contracts. Configure the right document for the stage at which acceptance is required, and…

Configure HostBill currencies and exchange rates Configure additional currencies in HostBill so customer prices, invoices and gateway charges remain understandable and reconcilable. Decide whether you…

Configure HostBill global automation policies HostBill automation should implement your published service lifecycle: when an invoice appears, when payment is expected, what reminders are sent and…

Configure a domain registrar and TLD prices in HostBill Configure HostBill domain prices for the registrar, TLD actions and periods you can actually fulfil. Registration, transfer, renewal and redemption can…

Configure and test outgoing HostBill email Configure HostBill's outgoing mail with an approved sender and a delivery service you can monitor. Billing notices, password resets and support replies…

Configure both HostBill automation cron jobs HostBill uses two scheduled processes. The main cron executes tasks configured in Settings > Task List, while the queue process handles background…

Connect a provisioning application in HostBill An application connection stores the details HostBill uses to reach a provisioning server or provider. Create and test the connection before assigning…

Connect support mailboxes to HostBill ticket importing Connect a support mailbox to HostBill so incoming messages create tickets or join existing conversations. Choose the import method supported by your…

Create a HostBill product and assign its provisioning application A HostBill product combines a commercial offer with its order-page behaviour, billing rules and provisioning configuration. Build those parts together…

Create a HostBill promotional coupon A HostBill promotion should specify who qualifies, which charges it discounts and how long it lasts. Configure those restrictions before distributing a…

Create and review a HostBill invoice Create a manual HostBill invoice when an authorised charge is not already covered by the normal order or recurring-service workflow. Check for an…

Customize HostBill customer email templates Customise HostBill messages so each notice explains what happened and what the recipient should do next. Preserve the variables and links required for…

Enable and validate a HostBill payment gateway Configure a HostBill gateway only after confirming that the merchant account, installed module and intended payment workflow are compatible. The…

Export HostBill records for a controlled migration or review Choose the HostBill export that matches your goal. A report provides selected business records, a configuration export preserves settings, and a full…

Give HostBill staff appropriate administrator permissions Use named HostBill staff accounts and task-based privileges so support, billing and infrastructure teams receive the access their work needs. A person…

Install a self-hosted HostBill billing system This guide covers a manual, self-hosted HostBill installation. Use the vendor's separate automated installer instructions when that is the method…

Investigate stalled HostBill background and provisioning tasks Investigate a failed HostBill task by identifying its target, the action requested and the provider's actual result. A queued operation failing locally…

Manage HostBill client contacts and access permissions HostBill client contacts give another person access to a customer's account with a defined set of permissions. Verify the account owner's authorisation…

Manage client credit and automatic credit application in HostBill HostBill client credit is a balance available for future purchases or invoice settlement. Adding credit, applying it to an invoice and refunding money…

Map HostBill product settings to server packages Package mapping tells a HostBill provisioning module which provider-side plan to create. The customer-facing product name can differ from the server's…

Move HostBill to another server or installation address Moving HostBill requires its database, application files, private storage and configuration to arrive together. It also requires a controlled switch of…

Organize HostBill ticket status assignment and escalation Manage a HostBill ticket so the customer, current owner and next action remain clear. The ticket's status should describe the work accurately, while…

Plan and validate a HostBill software update A HostBill update changes application files and may update the database. Plan the update as one controlled change with a usable backup, compatible…

Prepare a HostBill metered-billing product Metered billing charges for measured resource use. A reliable setup needs a defined unit, a trustworthy measurement feed, a tested pricing scheme and a…

Process and investigate HostBill domain orders Check a HostBill domain order from payment through registrar completion. The billing record, queued request and registrar result are separate pieces of…

Record and reconcile refunds in HostBill Choose the refund method that matches the authorised outcome: money returned through a gateway, credit retained in the customer's HostBill balance, or a…

Review HostBill suspension termination and reactivation rules Suspend a HostBill service when the authorised outcome is a temporary restriction. Termination can remove the remote account and its data, so it…

Set HostBill invoice timing and recurring service dates HostBill can invoice from a service's billing schedule or from a manually created recurring invoice template. Identify which mechanism owns the charge…

Set client-specific discounts in HostBill Use a client-specific HostBill discount for an approved customer agreement that should apply without requiring a public coupon. Record its scope and…

Set up HostBill support departments A HostBill support department should have a clear customer purpose, an assigned team and a tested notification path. Create departments around…

Troubleshoot HostBill payment notifications and reconciliation A payment callback or webhook carries the provider's result back to HostBill. The customer's return to a success page is not enough to prove that an…

Understand HostBill pro forma and final invoice numbering HostBill's invoicing method controls how invoice numbers are assigned and whether pro-forma and final documents use separate numbering. Choose the…

Use HostBill logs to investigate an operational failure Use HostBill logs to reconstruct a specific event across the customer record, scheduled task and external provider. Start with a timestamp and object ID…