Once you have registered your SnapBill account you can start entering and editing your settings. Click on the Setup button in the navigation menu to get started.

Clicking on the Setup section in the navigation menu to the left of your SnapBill screen will open the Setup sub-sections & options as seen below.

1. General

General and Invoice Details:
Enter and edit your comany details, VAT number, invoice details and invoice terms and notes.

Invoice Editor:
Custom brand your quotes, invoices & statements here. Upload your logo, edit layout and display and select custom colours.

2. Billing

Invoicing (3)
Set custom invoice and client numbers, select whether invoices are sent manually or automatically and set how far before due date invoices should be issued.

Payment Methods (4)
Enable the methods of payment you want your clients to use. Clients can pay via EFT, Credit card, Debit Order, PayPal or Other.

Debit Order Settings (5)
Edit your bounced payments email and create batch dates for submission of debit orders.

Overdue Warnings (6)
Edit past due warning messages, suspension within 24h and suspension email templates.

Currencies (7)
Enable the currencies you want your clients to pay you in. Clients can pay in South African Rand, Botswana Pula, Namibian Dollar, US Dollar & Pound Sterling.

Schedules (8)
Use Add schedule (9) to setup recurring charges and debit batches on custom dates.

Tax (10)
Enter the VAT percentage that should reflect on your invoices.

11. Messaging

SMS (12) Premium and Enterprise feature only

This module is a Premium feature, it allows you to send SMS text messages from your BulkSMS account through SnapBill. Enable this module by entering your BulkSMS account details and upgrading to a Premium account.

Support ticketing system (13) Premium and Enterprise feature only

The support ticket system is a Premium feature, in order to enable it you will need to have a Premium account. It allows you to handle & store support emails from clients. Once enabled you can set outbox delays, email forwarding & automatic responder text here.

14. Services

You can add your own services & packages in SnapBill. These can be ordered by your clients from the Online Order Form at http://yourusername.snapbill.com/signup.

Add Service (15)
Click here to add a service eg. My Magazine Subscription Service. Once the service has been created you can add packages for that service eg. 12 Month Subscription or 24 Month Subscription. These can then be applied to client accounts or ordered online.

Resell Selected Services
SnapBill also provides the opportunity to resell services from selected companies listed on the system. You can currently resell Lusion Technologies’ web hosting services. To find out more about reselling services or to have your service listed for resale send an email to support@snapbill.com.

16. Users Premium and Enterprise feature only

The Users module allows you to add several users to one SnapBill account with varying levels of permission. This module is made for larger companies who have more than one person accessing one SnapBill account at the same time. By default this module is disabled, to enable it send an email to support@snapbill.com.