Create new client group
Click on add custom client group button and proceed to client group configuration:
In general settings tab you need to set basic configuration options for the client group
Name - for the client group
Group color - group members will be listed using this color
Admin-only description - optionally you add the description for this group, visible only in the admin area.
Your client group can have custom-made billing settings. Staff members ca control Continuous invoice creation and Final invoice settings per each client group:
Generate final invoice after payment
You can choose to generate final invoice number once the payment is received or issue final invoice number immediately.
You can choose to automatically merge invoices generated on the same day (cron run) regardless of due date or automatically merge generated invoices on the same day (cron run) with the same due date. Alternatively you can choose to generate separate invoice for each service
Continue Invoice Creation
You can choose to create invoices even if the previous invoice is unpaid or create new invoices only when previous invoices are paid.
You can decide whether to apply available credit to new orders & recurring invoices immediately or let customer use his credit manually
Credit on Downgrade
You can decide whether or not to credit pro-rated amount on package downgrade
Charge Credit Cards
This section allows you to choose whether you want to let clients pay manually or charge client's credit cards automatically X days before due date. If you choose the latter one you set if you want to attempt only once to charge or try charging credit card for X following days.
Allow client to control invoice delivery method
You can decide whether or not client can choose invoice delivery method
Invoice Delivery Method
You can choose invoice delivery method (Email + PDF, Email + Plain text, Paper, Paper + PDF)
You can decide whether or not to move manually issued invoices to Collections status, and if yes, after how many days.
With this feature you can override invoice template and choose a different one for group.
With this feature you can override estimate template and choose a different one for group.
Credit note template
With this feature you can override credit note template and choose a different one for group.
You can decide if you want to keep the general automation settings for this client group or if you want to override the automation tasks that had been set in packages and create custom rules.
The custom rules can concern:
- Automatic Upgrades
- Automatic Renew
- Automatic Suspension
- Automatic Termination
- Auto-register domains
- Auto-transfer domains
- Auto-renew domains
- Generate invoices
- Advanced due date settings
- Send payment reminder emails
- Add Late Fee
- Late Fee days
Order scenario - you can choose whether customers from this group should fall under your default order scenario or their orders should be processed according to a custom order scenario.
Pro-rata billing - with this option enabled clients will have all their services billed on a certain day of the month.
Upgrade pro-rata -if you enabled Pro-rata billing for given product/service, you can define how HostBill should calculate charges when clients make upgrades/downgrades. Available options are:
Seconds - calculate charge based on time left to due date
Hours - calculate charge based on hours left to due date
Days - calculate charge based on days left to due date
- Contract Generation - you choose to override system or package settings and either generate new contract for each new client or attempt to re-use customer default contarct
- Default payment gateway - you choose to override system settings and choose default payment gateway per group.
Client group feature gives you the opportunity to select group of customers and set them discount for selected product and services. You can use this feature for example to give 30% percent discount for top 10 paying customers.
You can give the client group a Global discount which applies to all of your products and services (in percentage). You can choose if you want the discount to apply to form components as well, and choose exactly which components.
Optionally you can give the client group a discount only to selected products/services from your portfolio. Discount can be either fixed amount or a percentage and can be different for various products.
Support & Notifications settings
This section allows to configure various support & notification settings:
Send emails - decide whether:
- Use Default settings
- Send out all emails
- Don't send any emails
Ticket priority - choose default ticket priority per group
Explicit ticket departments access - choose ticket departments with explicit access to which clients from this group will have access to
Auto CC emails to ticket - you can list email addresses that will be automatically added to new tickets assigned to clients from this group.
Overwrite Support Rates - you can override your existing support rates for this client group or create custom support rates.