Billing Circle

Category » 2 - Clients

There were 7 articles found in this category:

1. Adding Clients
   Add New Clients Window You can add clients to Billing Circle using the application. To begin adding clients, click the Add New Clients menu item. The Add New Clients window appears. Adding New Clients A single client: Check the Add a single new client button and click Next. This will bring you ...
2. Adding a Single Client
   Adding Client Information Credit Card Billing You can manually add single clients to Billing Circle. To add a single client, click the Add New Clients menu item. The Add New Clients popup window appears. Select the Add a single new client button. Click Next. Required Fields can be configured i ...
3. Uploading Multiple Clients
   You can add any number of clients at once to Billing Circle. To add multiple clients at once, click the Add New Clients menu item. The Add New Clients popup window appears. Select the Upload a list of clients button. Click Next. On the next page, follow the on-screen instructions to format the ...
4. Manage Clients
   You can view and manage most aspects of your entire customer database from one screen. To manage your clients, click the Manage Clients menu item. The Managing Clients page appears. Manage Clients For each client, the Managing Clients page shows the client's status and configurable client data ...
5. Client Details
   You can manage all aspects of a client and view detailed logs by clicking the client's row from the Manage Clients page. Client Details The Client Details page displays a client's information, notes, outstanding bills, billing schedules, transaction logs, and email logs. Client Notes You can a ...
6. Billing Schedules
   Billing Schedules define how a client is billed. There are two ways to add a new billing schedule to a client. From the Manage Clients page you can click the icon and then the New Schedule button. Or from the Client Details page click the Add New Billing Schedule link. Billing Schedules Windo ...
7. Delinquent / Due
   Billing Circle supports credit card, ACH/eCheck, and manual billing. When credit card or eCheck transactions are declined and become outstanding you can resubmit or cancel them out. Similarly, when a Manual bill comes due, it will appear on this page where the transaction can be received or can ...