Category:BILLmanager Provider

From ISPWiki

The article below provides BILLmanager comprehensive documentation.

Information on the system performance is described in the Technical articles module.

Legend

- Available in BILLmanager Standard

- Available in BILLmanager Advanced

- Available in BILLmanager Corporate

Table of contents

• Provider - the module can be used to create and manage provider's projects, companies, employees and departments.
  • Project management - manage provider's hosting projects (sites).
  • Company management - manage the companies, connected with certain provider projects; create payment methods and conditions for customer service.
  • Payment methods - create and customize payment methods for customers servicing.
  • Department management - create and customize support departments and manage administrators' access to BILLmanager.
  • Administrators - manage administrators and their access privileges to certain system functions.
  • Partner management - add and manage provider's partners that can use practically the same features as provider to manage their billing panel.

• Client - the main module that contains complete information about customers and ordered services. The administrators can use a wide range of functions for accounts management.
  • Customer management - set up function for accounts management.
  • Payer profile management - manage provider's payers.
  • Contract management - create and customize contracts and appendixes for services provided to customers.
  • User management - manage the control panel users.
  • Account groups - manage account groups.

• Finances - the module can be used to manage payments and invoice customers.
  • Credits/Payments(for provider) - manage customers' payments.
  • Invoices- - create and manage invoices that are sent to customers.

• Marketing - the module can be used to manage various marketing programs and promions.
  • Affiliate programs management - customize the affiliate program parameters to bring new clients.
  • Promotion codes - create and manage promotion codes for customers.

• Products - the module contains the main information about products and services that can be set up for customers.
  • Packages - create and customize service and product packages.
  • Package groups - create and customize various package groups.
  • Item types - manage main types of items.
  • Kinds of services - set up different services.
  • Disk images - - view and edit description of disk images.
  • Enumerations - set up enumerations for add-ons purchasing.
  • Agreements - create and customize agreements for services provided to customers.

• Support - the module contains a wide range of functions for trouble tickets management.
  • Active tickets - trouble ticket system providing full control to customers.
  • All tickets - view and manage all the tickets received by the Support center.
  • E-mail - manage the e-mail
  • Notifications - create and customize notifications for customers that they can see upon logged into BILLmanager.
  • Categories - classify tickets according to the issue of concern.
  • Templates of answers - create standard answers to standard customers questions.
  • Gateways - manage the e-mail gateways.

• Tools - BILLmanager tools that can be used for customer and service management.
  • Merge accounts - merge separate client accounts into one.
  • Clone items - transfer services from one account to another.
  • Current operations - process the services or products ordered by a client.

• Directory - the module can be used to set up parameters that will be required when ordering the services.
  • Countries - create and customize the countries used in the billing system.
  • Currencies - create and customize the currencies with the possibility to set up the exchange rate.
  • Units of measure - create and customize the units of measure used for service parameters.
  • Top-level domains - manage TLD for domain names registration.

• Statistics - statistic information about the system.
  • Reports list - generate the reports about the company activity.
  • Current activity - view the information about current connections to the system.
  • Action log - view the information about all the operations made by BILLmanager users.

• Integration - the module can be used to customize integration with registrars, certificate authorities, manage fraud protection, data centers and servers that are hosted there.
  • Registrars - integration with registrars for domain names registration.
  • Certificate Authorities - manage Certificate Authorities for SSL certificates order.
  • Datacenter management - manage datacenters, where servers are placed.
  • Server management - manage servers where services are placed.
  • Fraud protection - customize phone number verification before a client orders services/products.

• Settings - the module can be used to manage BILLmanager parameters, such as the control panel setting, document templates, locales, information concerning servers and data centers, etc.
  • Features - set up the billing system features.
  • Locale management - manage locales for operation in different languages.
  • Brand settings - change your control panel's logo, color scheme, link to the web-site.
  • Provider settings - manage provider's projects.
  • Provider settings
  • Global settings - manage the billing system global settings.
  • Global discounts - set up discounts for all clients.
  • Document template - create and customize accounting documents.
  • Message template - create and manage messages that are sent to customers' e-mails.
  • Notification subscription - subscribe to notifications.
  • Favourites - manage favourites items to facilitate using the billing control panel.
  • User settings - select a language, interface theme, password and other parameters.

• Help - the module can be used switch to BILLmanager documentation, view license information, watch video tutorials and update the control panel version.
  • License - view the information concerning the control panel license.
  • Updates - view the list of modifications such as bug fix, improvements, adding new features.
  • Help - switch to BILLmanager documentation.
  • Tutorials - - view video tutorials on how to work in some billing modules.