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You can find this section in HostBill Admin =E2=86=92 = Settings =E2=86=92 Products & Services =E2=86=92 <= /span>Your order page =E2=86=92 Your pr= oduct =E2=86=92 Automation
Table of contents
With HostBill automation rules= you can ensure the service you provide is fully automated, from signup to = termination. Automation areas include upgrades and downgrades, suspending, = unsuspending, terminating, automated billing and invoicing as well as custo= m automation rules and much more.
Controls when the product/serv= ice should be created:
When enabled, you can choose w= hen the upgrade should be completed:
You can choose to renew accoun= t automatically after receiving payment or w
You can choose to automaticall= y suspend account after X days past invoice due date.
You can choose to automaticall= y unsuspend the account after receiving due payment.
Control whether HostBill shoul= d automatically terminate account after X days past due date. Optional= ly you can also choose to automatically cancel related unpaid invoices.&nbs= p;
This option enables you to can= cel unpaid orders X days since creation.
This option enables you to def= ine how many days before due date for product/service invoice is generated.=
Advanced due date setting allo= w you to set
With this option enabled you c= an adjust dates after initial provisioning so that client gets their servic= e for full period of time in case he/she pays few days after order.<= /p>
This option controls whether o= r not system will automatically terminate accounts that were requested to b= e cancelled by clients. If you want to review each cancellation request for= this product, keep this disabled.
With this option you can setup= simple payment reminders for this product. You can setup:
If enabled HostBill will add a= late fee X days after the due date for service/product. The= fee can be set either as a percentage of the order value or as a fix price= .
With this option enabled you can send a number of expirati= on notification emails X days before the expiration date.
In order to speed up a p= roduct's configuration you may want to use this option. Simply, you can cop= y Automation settings form another product belonging to the same Order Page= .
Custom automation tasks is one= of the most powerful HostBill features. HostBill automation is highly flex= ible as the automation tasks help you to adapt automation options to your n= eeds and to each product/service/account individually.
This option gives you po= ssibility to add some extra automation task. You are allowed to choose from= pre-defined task list a task that you wish to implement to your product. E= ach task is configured accordingly to your individual requirements. Moreove= r, there is a possibility to choose some premade tasks, which will save the= configuration time, because they may be implemented straight in your produ= ct.
Each task can be scheduled&nbs= p;to be executed automatically on certain events - you set number of days o= r hours before or after certain event.
Available task types include:<= /span>
This task allows you to send e= mail to the client X days/hours before account suspension, account terminat= ion or account due date or after account is created, new order, invoice is = paid, account suspension, unsuspension or account termination. The email te= mplate can be chosen from the drop-down list or optionally you can create a= new message.
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This task allows you to open a= ticket X days/hours before account suspension, account termination or acco= unt due date or after account is created, new order, account suspension or = account termination. You can choose relevant ticket department, enter ticke= t subject and ticket message. The ticket can be visible to only to admins o= r to client as well.
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This task allows you to change= account billing cycle X days/hours before account suspension or after acco= unt is created or suspended. You can also select the new billing cycle from= the drop-down list.
You can use it to create a fre= e trial. You can set package cycle to free in product configuration, and th= en use the task to change it to monthly after configured period.
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This task allows you to change= account recurring price X days/hours after the account is created.You can = choose the value that the price should be changed by and select if this sho= uld be a fixed amount or the percentage. Note - you can use negative (= to decrease) or positive amount (to increase) in account price change value= .
You can use it to set a promot= ion for a given period of time. You can set package price 10% off base pric= e and then use this task to increase account price back to regular, once pr= omotion period is off.
This task allows you to suspen= d the account X days/hours after the account is created.
You can use it to create a fre= e trial. Set free trial - for ex 14 days and then use this task to suspend = account after this period.
This task allows you to termin= ate the account X days/hours after the account is created or suspended.
You can use it to create a fre= e trial. Set free trial - for ex 14 days and use this task to terminat= e account after this period.
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To save your time spent on tas= k configuration we have created few pre-made tasks:
For each custom automation tas= ks you can add conditions, under which the tasks should be scheduled o= r executed. To define the logic behind the custom automation task click on = 'Additional conditions' button in the 'Create new custom automation task' w= indow. You can define whether the action (custom automation task) should be= executed when one given condition is met (or not met), or define mult= iple set of conditions that must be met all at once.
The available condition option= s area related either to a client or to an account details:
Client-related conditions incl= ude:
Account- related conditions in= clude: