Viewing articles tagged 'hostbill'

Apply an approved tax policy in HostBill

Configure HostBill's tax settings from an approved tax schedule for your business, customers...

Apply client-specific HostBill settings and automation overrides

Client-level overrides let HostBill apply a specific billing or service agreement to one...

Back up and test recovery of HostBill

A recoverable HostBill backup contains more than a database export. It must preserve the...

Brand and test the HostBill client area

Customise the HostBill client area so customers can recognise your business and reach billing,...

Build a structured HostBill knowledgebase

Organise a HostBill knowledgebase around the tasks customers need to complete. Use a single...

Build HostBill product components and configurable options

HostBill product forms collect order information and, for supported field types, let customers...

Check HostBill domain synchronization and expiry information

Domain synchronization updates HostBill from the connected registrar's information where the...

Check HostBill requirements and licence modules before installation

A HostBill installation needs a compatible runtime, a valid licence and the particular...

Choose and test a HostBill order page

Choose a HostBill order page by the service workflow it must support. Its order type determines...

Choose when HostBill creates a customer's service

Choose HostBill's account-creation trigger according to when your business is ready to commit...

Complete HostBill security settings after installation

Complete HostBill's security configuration before accepting real customer information. The work...

Configure a domain registrar and TLD prices in HostBill

Configure HostBill domain prices for the registrar, TLD actions and periods you can actually...

Configure and test outgoing HostBill email

Configure HostBill's outgoing mail with an approved sender and a delivery service you can...

Configure both HostBill automation cron jobs

HostBill uses two scheduled processes. The main cron executes tasks configured in Settings >...

Configure HostBill API access for an authorised integration

Create a separate HostBill API identity for each authorised integration. Limit its functions...

Configure HostBill contract generation for orders

HostBill supports checkout agreements and generated customer contracts. Configure the right...

Configure HostBill currencies and exchange rates

Configure additional currencies in HostBill so customer prices, invoices and gateway charges...

Configure HostBill global automation policies

HostBill automation should implement your published service lifecycle: when an invoice appears,...

Connect a provisioning application in HostBill

An application connection stores the details HostBill uses to reach a provisioning server or...

Connect support mailboxes to HostBill ticket importing

Connect a support mailbox to HostBill so incoming messages create tickets or join existing...

Create a HostBill product and assign its provisioning application

A HostBill product combines a commercial offer with its order-page behaviour, billing rules and...

Create a HostBill promotional coupon

A HostBill promotion should specify who qualifies, which charges it discounts and how long it...

Create and review a HostBill invoice

Create a manual HostBill invoice when an authorised charge is not already covered by the normal...

Customize HostBill customer email templates

Customise HostBill messages so each notice explains what happened and what the recipient should...

Enable and validate a HostBill payment gateway

Configure a HostBill gateway only after confirming that the merchant account, installed module...

Export HostBill records for a controlled migration or review

Choose the HostBill export that matches your goal. A report provides selected business records,...

Give HostBill staff appropriate administrator permissions

Use named HostBill staff accounts and task-based privileges so support, billing and...

Install a self-hosted HostBill billing system

This guide covers a manual, self-hosted HostBill installation. Use the vendor's separate...

Investigate stalled HostBill background and provisioning tasks

Investigate a failed HostBill task by identifying its target, the action requested and the...

Make HostBill API credentials available to both web requests and cron

The HostBill connector reads its API key from a named server environment variable. The same...

Manage client credit and automatic credit application in HostBill

HostBill client credit is a balance available for future purchases or invoice settlement....

Manage HostBill client contacts and access permissions

HostBill client contacts give another person access to a customer's account with a defined set...

Map HostBill product settings to server packages

Package mapping tells a HostBill provisioning module which provider-side plan to create. The...

Move HostBill to another server or installation address

Moving HostBill requires its database, application files, private storage and configuration to...

Organize HostBill ticket status assignment and escalation

Manage a HostBill ticket so the customer, current owner and next action remain clear. The...

Plan and validate a HostBill software update

A HostBill update changes application files and may update the database. Plan the update as one...

Prepare a HostBill metered-billing product

Metered billing charges for measured resource use. A reliable setup needs a defined unit, a...

Prepare HostBill domain contact and registry fields for current API validation

The HostBill connector maps standard domain contact and nameserver data into current Domain...

Process and investigate HostBill domain orders

Check a HostBill domain order from payment through registrar completion. The billing record,...

Reconcile a HostBill renewal that remains pending upstream

A HostBill renewal remains unconfirmed when Domain Nexus has accepted the request but the...

Record and reconcile refunds in HostBill

Choose the refund method that matches the authorised outcome: money returned through a gateway,...

Review HostBill suspension termination and reactivation rules

Suspend a HostBill service when the authorised outcome is a temporary restriction. Termination...

Set client-specific discounts in HostBill

Use a client-specific HostBill discount for an approved customer agreement that should apply...

Set HostBill invoice timing and recurring service dates

HostBill can invoice from a service's billing schedule or from a manually created recurring...

Set up HostBill support departments

A HostBill support department should have a clear customer purpose, an assigned team and a...

Troubleshoot HostBill payment notifications and reconciliation

A payment callback or webhook carries the provider's result back to HostBill. The customer's...

Understand HostBill pro forma and final invoice numbering

HostBill's invoicing method controls how invoice numbers are assigned and whether pro-forma and...

Use HostBill logs to investigate an operational failure

Use HostBill logs to reconstruct a specific event across the customer record, scheduled task...