You can find this section in HostBill Admin → Settings → General Settings → Billing → Client balance
Available options
Adding Funds
Choose if you want to allow to allow clients to add extra funds for future use. If you tick yes you can choose minimum and maximum deposit the client can make.
Credit Receipts
Credit receipts are documents required in some EU countries to confirm that client has added funds to the account. You can modify and customize credit receipt layout in Document templates section. If this option is disabled regular invoice instead of credit receipt will be issued.
Next credit receipt number
Lets you define initial number of your credit receipt documents in HostBill.
Credit receipt numeration format
Each credit receipt number can be sufixed with month (MM), year (YYYY), yearmonth (YYYYMM) or your custom sufix composed with available variables:
Use {$y} for the year, {$d} for the day, {$m} for the month,
Generate Credit Receipt number after payment
This option allows to decide when the final number of the Credit Receipt should be generated. You can choose between:
- Yes, generate credit receipt number after payment
- No, issue credit receipt number immediately
Allow paying in bulk
This option lets you decide if you want to allow clients to generate to generate bulk-payment invoice.
Credit on Downgrade
With this feature enabled, if the customer decides to downgrade their package you can credit can credit customer pro-rated amount for future use instead of issuing the refund.
Auto-apply credit
This option allows you to decide how the available funds (credits) will be used. You can:
- Let customer use the credit manually for manually for the service of his/her choice
- apply available credit to new orders & recurring invoices immediately.
- apply available credit to new orders immediately, and to recurring invoice X days invoice X days before due date.
Allow customer to control automatic credit application
This option lets you decide if you want to allow clients to control automatic credit application.
Require active order
This option lets you choose whether:
- client needs to have at least one active order before being able to add funds
- client can add funds even if he doesn't have active orders
Pay before using voucher
This option lets you choose whether:
- client needs to submit at least one successful payment before using voucher
- client can use voucher as soon as he signs up