Billing Circle

Category » 4 - Settings

There were 10 articles found in this category:

1. Account & Billing
   The Accounts & Billing page allows you define your company details, as well as enter billing information used to pay your Billing Circle monthly subscription. Company Information Information entered here will be used to populate fields in customer emails and the customer login page. Note that t ...
2. Payment Gateway
   To accept credit cards and eChecks, you must have a merchant account and gateway account. Enter the ID and Key to link to your gateway. AuthorizeNet Gateway To access your AuthorizeNet Login ID and Key, log into your account at https://account.authorize.net/ Click Account at the top, then API L ...
3. Client Fields
   A client is made up of standard billing fields and up to 20 custom fields defined by you. Required Fields will require data when client entries are created or edited. When defining custom fields, you may optionally choose for a field to be Client Editable. This applies to the My Account client ...
4. Account Access
   The Billing Circle application lets you add, edit, and delete accounts for each employee in your organization requiring access to Billing Circle. These users are then able to log on to the system using the username and password you entered and the Company ID provided to you. Managing Account A ...
5. Products / Services
   Product/Service offerings are templates of the products, services, and subscriptions offered by your company. These records allow for faster and more accurate data entry when creating client Billing Schedules. Products / Services Creating and Editing Products / Services
6. Tax Codes
   Billing Circle allows you to create any number of tax codes. When creating a Billing Schedule, you can then optionally associate one of these tax codes with the schedule. Note that if you change the amount of a code, the schedule's tax percentage WILL NOT be updated. You must update each schedu ...
7. Emails Setup
   The Billing Circle application can email your clients based on specific events. To configure each email, click the Configure link for an email. Active emails display the icon while inactive emails display the icon. When editing an email, you can specify the HTML header and footer, as well as ...
8. Client Logins
   Your clients can optionally log into a custom area of billingcircle.com to check their bills and manage their account. When enabled, customers will log in using their email address and password at http://www.billingcircle.com/myaccount/ Example Default Client Login Page In the Client Logins sc ...
9. Outstanding Transactions
   When a credit card or ACH/eCheck transaction is unable to successfully process, the transaction is considered declined, and then eventually outstanding. CC Charge Attempts Until Outstanding If a transaction is declined a number of times equal to the selected number, the transaction will be set ...
10. Callback URL
    The Callback URL allows for posting real-time transaction confirmation through server-to-server communications. The URL allows for immediate notification of Billing Circle transaction changes and provides status and additional data on pending, cancelled, or failed transactions. The Callback UR ...