The Billing Circle Blog.

Migration Guide, New Self Service Area, & Help Files

Migration & Quick Start Guide Migrating from the old version of Billing Circle? Check out our Migration Guide to get you up and running with all of our new features and changes.

First time using Billing Circle? Check out our Quick Start Guide to help you get started.

Client Self Service We're very pleased to announce an entirely new Self Service area.

New self service features include:

• Clients can pay their bills (both Manual and Declined) instead of just updating their billing information.
• Ticketing System - This simple ticketing system allows improved customer service. Expect some great improvements to this in the future.
• New tab added to Client Detail page for Tickets. To initiate a ticket with the client, use this page.
• Vastly improved customization and styling capabilities.
• New Location - https://www.accounthistory.net/ Our goal is to keep Billing Circle as transparent as possible.
• Email notifications for profile, billing, and passwords updated by the client.
• Multiple prebuilt themes that can be fully customized by you.
• Both global, and page-by-page header and footer configuration.
• Manually billed clients can update their billing information and become automatically billed credit card clients.
• eCheck billing type support.
• Configurable "Forgot Password" email.
• Log-in tracking and reporting, including the browser used and geographic location.

Help Files Also, we have put up Help Files finally. Check them out and let us know if anything appears to be missing.

Help Files