Category » General FAQ

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1. Credit Notes
   SnapBill allows you to issue and record credit notes. - To issue a credit note go to the clients account in SnapBill. - Click "Invoice Center" in the left navigation menu. - Now enter your refund/credit amount and description and click the "-> Credit note" button. This will cause a credit no ...
2. Fax Number
   Fax to email number: 086 528 2253 Support email addresses: support@lusion.co.za support@snapbill.com support@hostdeploy.com Billing email addresses: billing@lusion.co.za billing@snapbill.com billing@hostdeploy.com
3. Manual debit batch submission
   SnapBill offers Southern African Startup and Premium users the ability to completely control their debit batches in SnapBill through manual submission. SnapBill Premium users can choose between manual or automatic submission, while SnapBill Startup users need to manually submit their batches. M ...
4. Custom invoice creation date
   SnapBill now allows you the flexibility to edit both your invoice "Date" and "Due Date". When an invoice is generated in SnapBill it contains a "Date" and a "Due Date" field. See explanations below: (A). Date field The "Date" field normally contains the date the invoice was generated and sent o ...
5. Custom fields for services and clients
   With SnapBill you can add your own fields and information to either a client or a service with our custom fields feature. How add a custom field to a client: Go to Setup -> General -> Custom fields Set your custom shipping fields there by adding "standard fields" eg. add a "single line te ...
6. Custom fields for invoices
   SnapBill allows you to create and send custom branded invoices to your clients. The SnapBill invoice template includes standard fields that contain details that are required to appear on invoices. Standard fields: These are: A. The sender's name and address B. The recipients name and address C ...
7. How to Enable your South African PayPal Account on SnapBill
   First National Bank (FNB) recently released PayPal for South Africa after closing an exclusive deal with the international payment gateway. Consequently you may have heard the buzz emanating from SnapBill’s seamless integration of PayPal and be wondering how you, as a South African PayPal ...
8. How to log in to SnapBill
   If you would like to log in to the SnapBill system please follow these steps: First time SnapBill Users: After you have registered your Free or Premium account SnapBill will send you a welcome email to the email address you supplied upon registration. This welcome email will contain your SnapB ...
9. Getting started with SnapBill
   SnapBill QuickStart Guide We have put together the following SnapBill Quick Start Guide to help new SnapBill users to get started with the system. The SnapBill QuickStart Guide covers the following: The SnapBill setup wizard How the navigation menu works Add new clients and modify existing clie ...
10. What forms of payment do you accept?
    We strive to make your monthly billing a hassle free process. The same principle therefore applies to the methods of payment we accept. We currently accept Mastercard, Visa, American Express and Diners Club and we can also accept easy payment via PayPal. We also accept payment via electronic fu ...
11. Past due warning system
    SnapBill allows you to control and resolve past due clients by making use of the Past Due Warning system. To access the past due warning system go to https://billing.snapbill.com/billing/pastdue or Billing -> Past due warnings when logged into SnapBill. SnapBill gives you the ability to send ...
12. Do I need ARB and CIM from Authorize.net to use SnapBill?
    No, SnapBill encrypts and stores your clients' sensitive payment information on our secure servers in a PCI DSS compliant manner. So you won't need Authorize.net's Customer Information Manager (CIM) or their recurrence ARB service to use SnapBill and recurringly bill your clients.
13. Does SnapBill allow me to accept Automated Clearing House (ACH) payments?
    What is an Automated Clearing House (ACH) payment? As defined by the brains at Wikipedia: "Automated Clearing House (ACH) is an electronic network for financial transactions in the United States. ACH processes large volumes of credit and debit transactions in batches. ACH credit transfers includ ...
14. Using Snapbill for services with a once-off recurrence
    SnapBill does support the creation of once-off charges for one-time services. To add a once-off charge for a one-time service: * Login to your SnapBill account * Got to Setup -> Services -> Add Service * Add your desired service and once added click on the 'Add new package' link * Enter yo ...
15. How do i add a new credit card or banking details for debit order?
    To add new banking or credit card details you can folow the steps below: Go to https://username.snapbill.com (e.g. if you are a SnapBill client go to https://snapbill.snapbill.com, if you are a Lusion client go to https://lusion.snapbill.com) Login to the Billing Client Area with your SnapBill ...
16. Does SnapBill support billing in different currencies?
    Yes it does, SnapBill currently supports billing in every currency. To enable or disable support for each currency you can go to Setup -> Billing -> Currencies. Once you have enabled support for a chosen currency you will be able to create new accounts with the currency, and invoice clien ...
17. Creating once off invoices for items that need to be due COD
    For once off items that need to be due COD you can do the following: When generating an invoice for a once off item/service in SnapBill (Billing -> Create an invoice) simply click the 'Change settings' link at the top of the Invoice Editor window. Within the change settings area you can edit ...
18. How does the invoice ahead feature work?
    You can alter your invoice ahead settings at Setup -> Billing -> Invoicing -> Invoice ahead (This determines how far ahead of the due date we will send invoices). Your invoice ahead settings can be altered whenever you feel like it. If you prefer you can setup all your charges first and ...
19. How to add taxes
    Adding a master tax setting This will apply a master tax percentage to all the invoices you generate. Login to your SnapBill account Go to Setup -> Billing -> Tax using the left navigation menu Now enter your tax percentage (eg. 12%), tax name (eg. HST) and select 'added to total' Save ch ...
20. Credit card and debit order processing procedure
    SnapBill is not a payment gateway, but facilitates the submission of credit card and debit order payments through your existing payment gateway. In order to process debit orders and credit card payments you require a merchant account with a financial institution, an account with a payment gatewa ...