Client Profile Automation Settings

Client Billing settings

This section allows you to override default billing settings and set specific rules per each client:

Tax

Tax Exempt

Here you can enable/disable tax exempt per customer.

Custom Tax Rate

Here you can override  tax settings and set individual tax rate per customer.

Invoice

Generate final invoice after payment

This option enables you to choose if you want to generate final invoice number immediately or to wait after the payment is received. If you choose to generate the invoice immediately, the invoice ID will be assigned regardless of the payment status or payment date. You can also choose not to generate final invoice numbers.

Allow client to control Invoice Delivery method

With this feature you can decide whether or not the client should be able to control Invoice Delivery Method

Invoice Delivery Method

This feature controls how invoice should be delivered:

• Email + PDF
• Email + Plain text
• Paper
• Paper + PDF

Add to print queue

Here you can override print queue settings and decide which document to add to final print queue: Pro-forma or Final invoice.

Continue Invoice Creation

This option allows you to decide whether or not to allow the customer to create new invoices if he/she has any previous unpaid invoices for the given product or service (which is currently suspended). You can choose to:

• Create invoices even if the previous invoice is unpaid. 
• Create new invoices only when previous invoices are paid

Merge invoices

You can merge multiple invoices (for different services) generated by the client into one invoice. You can choose to:

• Automatically merge invoices generated on the same day (cron run)
• Automatically merge generated invoices with the same due date 
• Generate separate invoice for each service

Merge options

Available options include:

• Issue invoice for domain renewal sooner, if customer has invoice for other services issued in renewal month
• Issue invoice for hosting services sooner, if customer has invoice for other services issued in renewal month
• Issue invoice for annual hosting services sooner, if customer has invoice for other services issued in renewal year

Auto-collections

This feature controls whether or not to move manually issued invoices to Collections status.

Auto-cancel invoices: cancel overdue invoices N days after due date

This feature controls whether or not cancel overdue invoices

Payment & Credit

Default payment gateway

This option allows to set default gateway per client, which can also be applied for all existing services.

Charge Credit Cards

This feature controls how credit card payments are captured. You can let client pay manually or enable automated payments X days before the invoice due date. 

If you enable automatic payment collection you can choose to attempt only once to charge or enter number of charge attempts per day.

Credit on downgrade

This feature controls whether or not to credit pro-rated amount on package downgrade.

Auto-apply credit

This option allows you to choose how the credit is applied to client's invoices. You can:

• Apply available credit to new orders & recurring invoices immediately.
• Let customer use his credit manually

Auto-apply Credit Delay

This option allows to set the number of days before invoice due date after which to apply credit automatically.

Templates

Invoice template

With this feature you can override invoice template and choose a different one for given client.

Estimate template

With this feature you can override estimate template and choose a different one for given client.

Credit note template

With this feature you can override credit note template and choose a different one for given client.

Client Automation settings

This section allows you to override default services, domains, and general automation settings and set specific rules per each client:

Services automation:

Auto-create

This feature allows to decide when the services should be automatically created for given client:

• When the order is places
• When the first payment is received
• When admin manually accepts pending ofrder
• After payment is received, process by cron

Automatic Upgrades

When enabled, you can choose when the upgrade should be completed for given client:

• When the order is placed
• After receiving payment

Automatic Renew

This feature allows to decide whether or not to renew account automatically after receiving payment.

Account suspension

This option lets you decide if client's accounts should automatically suspended after certain number of days past due date.

Automatic termination

This option lets you decide if client's accounts should automatically terminated after certain number of days past due date.

Domains automation

Auto-register domains

This option lets you decide when to auto-register client's domains:

• When the order is places
• After receiving payment

Auto-transfer domains

This option lets you decide when to automatically transfer client's domains:

• When the order is places
• After receiving payment

Auto-renew domains

This option lets you decide when to automatically renew client's domains:

• When the order is places
• After receiving payment

General automation settings

Generate Invoices

This option allows you to choose how and when to generate invoices for the client:

• Do not generate renewal invoices for services automatically
• Generate automatically invoices relative to service due date
• Generate invoices on specific day

Advanced due date settings

Advanced due date setting allows you to set:

• number of days before the due date for service/product that the invoice is expected to be paid
• number of days after order when the first invoice due date should be set to
• due date for the next recurring invoices 

Send payment reminder emails

This option lets you decide if and when to send a payment reminder email for the client. You can send:

• Unpaid Invoice reminder email certain number of days before the due dat
• Overdue Invoice reminder email certain number of days after the due date

Add late fee

If enabled HostBill will add a late fee for the client. The fee can be set either as a percentage of the order value or as a fix price.

Late fee days

This option allows you to set when the late fee should be added.

Client Orders settings

This section allows you to override default order settings and set specific rules per each client:

Order scenario

This option allows you to choose order scenario used for this client.

Pro-rata billing

This option allows you to set pro-rata billing configuration for this client.

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/downgrade. 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

Here you can override system / package settings and:

Default payment gateway

This option enables to override system settings and set default payment gateway for the client. 

Client Discounts

This section allows you to set specific discounts per each client:

This section allows you to set discount per each client individually.

Global discount

Global discount is a discount applied to all products and services ordered by the certain client. This discount is a percentage of the order value.

Category / product / product component specific discount

This option allows you to set discount per product/service or per product component or per product category for each client individually. This discount can be either a fixed amount or a percentage.

Client Support and Notifications

This section allows you to override default support and notifications settings and set specific rules per each client:

Send email

This option allows you to choose what emails should be sent out to client.

• Default set of emails
• All emails
• None

Ticket priority

This option allows you to set ticket priority per client: low, medium or high.

Default Ticket rate

This option allows you to set default ticket rate per client. 

Auto CC emails to ticket

This option allows you to add email addresses that will be automatically added to new tickets assigned to this customer.

Override support rates

This option allows you to set support rates applied to this client. You can use existing rates from the dropdown menu and edit them.