As a Lusion Technologies web hosting reseller using the SnapBill system there are a few standard steps that need to be followed when a client signs up for a service.

Below is a breakdown of the SnapBill new client/service signup, payment and activation process.

Client signup

Once a client signs up for a new hosting account using your online order form a client record containing the clients details and service they signed up for is created on the SnapBill system. Note however that this account is not yet active. In order to activate the account the client must first pay their invoice in full.

Invoicing the client

When the client signs up through your online order form an invoice is automatically issued to them by the SnapBill system. When a client signs up from within the SnapBill system you will have to go the Generate section within the SnapBill navigation menu and generate invoices to ensure the client receives his invoice.

Payment

Once the client has received his invoice they will then have to pay according to their chosen method of payment. Once you have received payment from the client you must mark their invoice as paid. To mark an invoice as paid you can go to Billing in the SnapBill naviation menu and click Process Payments. If the selected client has paid for their invoice the system will automatically process the payment and mark their invoice as paid. You can also go directly to the clients account in SnapBill, click on the unpaid invoice and select the option to 'mark as paid'.

Activation

Once the client has paid the invoice and you have marked it as paid from your side SnapBill will activate your clients account. SnapBill will automatically issue your branded welcome email to the client upon activation.

Note: Credit Cards and Debit Orders

If a client signs up and indicates their payment methord as 'credit card' the account is automatically activated. This happens because the credit card is automatically debited - requiring no confirmation as in other methods of payment.  The client will then receive their invoice and welcome email immediately after signing up.

When a client signs up with 'debit order' listed as their method of payment the account is also automatically activated after the client has completed and submitted their debit order mandate.