BILLmanager 6 Startup, Advanced

Global settings

ISPSystem

Global settings is a section that includes several blocks of different BILLmanager settings. Select Provider Global settings to enter global settings.

The values ​​of some options in this section can also be changed in the configuration file. Read more in Configuration file.

Main settings


Delete services that were suspended manually — this option allows you to automatically delete services that were stopped manually by the panel administrator. If this option is not enabled, only the services stopped by BILLmanager automatically will be automatically removed according to the schedule if there is not enough money for extension or if the validity period has expired. In this case, the auto-delete period is set separately for each product type.

Read more about deleting services in Service deletion policy.

For example, the provider has enabled the "Delete services stopped manually" option. The provider of shared hosting services has a manual processing module. The administrator of the panel has manually stopped the client’s service "Shared hosting". Auto-deletion of this service occurred according to the schedule, along with those services that were stopped automatically.

Clients can delete notifications — enabling this option allows customers to delete notifications from the Notifications section of their Client area. To display notifications to clients, you need to configure message templates. Go to SettingsMessage templatesMessages in the Notification module. Read more in Message templates.

Hide provider selection field — this option disables the possibility for the client to change the provider after authorization.

Do not show removed services — this option disables displaying of services with "Deleted" status in all lists.

For more information on the services, their statuses and operations in List of services.

Delete guest customer profiles — this option allows you to automatically delete client guest profiles that have not been active for a set number of days. This number is specified in the field Delete account if it is not active for more than. The date of registration of the guest account and the date of the last addition of an unpaid order to the shopping cart are checked.

Read more about the use of this setting in Shop-window.

Delete non-active clients — this option allows you to automatically delete the accounts of clients that have not been active for the set number of days. This number is specified in the field Delete account if it is not active for more than. The created payments, ordered services, technical support requests and customers attracted under the referral program are checked. When this option is enabled, the options Send deletion notification and Send preliminary deletion notification appear. If you enable the option to send preliminary notifications, you need to specify the number of days in the Date of sending preliminary deletion notification field.

Read more on the use of this setting in Personal data management.

Exclude clients from reports — in this field you can enter comma separated IDs of clients that will not be taken into account in reports. A client whose ID has been added to this field will be excluded from daily reports from the day following the addition.

Hide discounts during order — when this option is enabled, the customer will not see the discount size at the stage of ordering the service. Read more about discounts in Personal discounts and Set discount parameters .

Invoice for due expenses — select how you want to include unpaid expenses into the monthly bill:

  • total amount — the invoice will be issued for the full amount of unpaid expenses as of the first day of the month in which the invoice is issued.
  • including service activation date — the invoice will include expenses that have the service provision date before the first day of the month of invoicing.

Service provisioning (calendar-billing) — specify how the date of service provision will be displayed in case of calendar-based debiting:

  • Payment credit date — expenses for the service will be recalculated depending on the day of payment crediting. The difference between the invoiced payment and the cost of the service remains on the client's balance.
  • Service order date — the cost of the service is not recalculated and coincides with the invoiced payment.

Read more about calendar-based debiting of funds in Calendar charged.

Hide passwords in usage guides — hide passwords in the instructions for services. Enabling this option allows you to secure client servers from unauthorized access. When you open the instructions in the mail, the password will be visible, and when you open the instructions in BILLmanager it is hidden.

Payers


Payment Wizard — this option defines the steps for invoicing:

  • Payment method, payer;
  • Payer, payment method.

Allow a client to create payers from different countries — enabling this option allows client to create payers from countries that are different from the country specified at registration. It is not recommended to enable this option if tax rates are used. Read more in Tax rule management.

Forbid clients to create payers with different statuses — enabling this option prohibits clients to create payers with different statuses. The client cannot be both a individual and a legal entity at the same time. Read more about payers in Parameters of payers and companies.

Automatic invoices — this option enables automatic invoicing. Read more in Automatic invoice.

Number of individuals — the field limits the number of payers with the status "Individual" per one client. If the field is left blank, the number is accepted as unlimited.

Number of legal entities — the field limits the number of payers with the status "Legal entity(Company)" per one client. If the field is left blank, the number is accepted as unlimited.

Number of sole proprietors — the field limits the number of payers with the status "Sole proprietor" per one client. If the field is left blank, the number is accepted as unlimited.

Data change policy — this option defines how the client will be verified in case of changes in the client's data:

  • Repeat verification — if the confirmed data are changed, the client must repeat the verification procedure;
  • Forbid data change — the client will be prohibited to change the data for which the verification procedure has been completed.

Read more about the use of this setting in Parameters of payers and companies.

Invoice generation type — this option defines the type of generation of certificates that are issued to the payers by default:

  • Based on expenses after payment;
  • Automatically, based on advance payments.

Currency rate as of the invoice date. When creating a certificate of unpaid expenses, if the currency of certificate issue differs from the account currency, the currency rate is used as of the current date by default. When this option is enabled, the exchange rate as of the date of the certificate issue date will be used.

Send new payer notification — if this option is enabled, an information notification will be sent to the payer's email. This function works only for individuals and individual entrepreneurs. Read more in Notifications for clients.

Separate acts by contracts — if this option is enabled, a separate act will be issued on the basis of each payer's contract. If the payer has no effective contracts, an act without a contract will be created.

Statistics-based


Send notification — this option defines how notifications will be sent when charging for using a resource above the limit included in the tariff plan:

  • at each debiting based charged-off;
  • on credit.

In case of insufficient funds on client’s account — this option determines the action of the system if the balance is insufficient to debit the the charge for resource overspending:

  • do not perform any actions — if necessary, the client will be sent a notice of approaching the limit allowed by the tariff plan. No actions will be taken in relation to the service;
  • charge — the amount will be debited as debt. If the debt is not paid on the 1st day of the following month, an invoice will be issued to the client;
  • suspend service — the service in which the resource was overspent will be suspended.

Send notifications when a client reaches its limit — the field determines the percentage of the maximum allowed value of resource consumption at which the corresponding notification will be sent.

Threshold to inform clients that the prepaid package resource limit has been exceeded— this field determines the percentage of the resource included in the resource package tariff plan. The thresholds are space-separated and can be set between the values of 1 and 100. A notification will be sent to the client when each of these values is exceeded.

Read more about the use of this setting in Notifications for clients.

Technical support configuration


Send notifications to multiple recipients — this option includes sending notifications to the email addresses specified in the copy field of the email received from the client.

For example, the client sends an email to several recipients at the same time: to the provider's email and emails of other companies. In this case, the client specifies all the necessary email addresses in the copy field. If the provider enables this option, then when the client replies to the email, the reply will also be sent to the email addresses the client has provided in the copy.

Read more in Sending emails to BILLmanager.

Ticket priority — this option enables the client to specify the request priority when creating it. If the option Staff member sets the priority is enabled, a technical support employee can change the priority of a request. Read more in Ticketing system.

Maximum file size — in this field you can specify the maximum allowed file size in KiB that the client attaches to messages in requests.

Maximum message size — in this field you can specify the maximum allowed size of the message in a request. The size is specified in KiB.

Increase ticket priority when response time is less than — the request priority is increased if the time left to reply is less than that specified in this field.

Keep records of abuse scores — this option includes summing up the points for abuses and the possibility to apply penalties when the specified threshold of points is reached. In the Block services when reaching the limit field, the number of points is entered, at which the services are blocked.

Read more about how to fix abuses and points for abuses in Abuses.

Archive tickets — this option enables automatic transfer of requests to the archive if there is no activity on them within the specified number of days. The number of days is entered in the field If new posts are not added for more than. Read more about ticket statuses in Ticketing system.

Ticket activity time (in days) — the number of days is specified in the field. If there is no activity in the ticket during the specified period of time, the status "Awaiting additional information" will automatically change to "Awaiting client’s confirmation automatically".

Read more about other settings in Set up the Support center.

Client verification


Verification order — the order in which data will be requested for client verification:

  • Phone number, email, manually;
  • Email, phone number, manually.

Phone number confirmation — this option allows you to use confirmation by phone number when you delete services:

  • Disabled — no phone confirmation is required;
  • Before payment — a client will be asked to provide a phone number and pass the verification process in order to pay for his services;

  • After payment — a client will be asked to provide a phone number and pass the verification procedure in order to get his service activated; 

    Note:

    This option is not available in BILLmanager 6.

  • After registration — a client will be asked to provide a phone number and pass the verification process to get access to his Client area. 

The number of attempts to send the code for verification must be specified in the Number of attempts to receive a code and in the Number of attempts to enter code fields.

Read more about the use of this setting in Fraud protection.

Confirmation by email — confirmation by email specified during registration:

  • Disabled — no email confirmation is required;
  • Before payment — a client will be asked to confirm his email address that he provided during registration a client will be asked to confirm his email address that he provided during registration;

  • After payment — a client will be asked to confirm his email address in order to have his service activated; 

    Note:

    This option is not available in BILLmanager 6.

  • After registration — a client will be asked to confirm his email address in order to get access to his Client area . 

The time after which the verification email can be sent again is specified in seconds in the Email sending period field. By default, this value is set to 300.

Read more in Notifications for client.

Manual confirmation — manual confirmation of an account:

  • Disabled — no manual confirmation is required;
  • Before payment — to pay for the ordered service, the client has to wait until the procedure of manual verification of the account is completed;
  • After payment — to activate the paid service, the client has to wait until the procedure of manual verification of the account is completed;
  • After registration — to get access to the client area, the client has to wait until the procedure of manual verification of the account is completed;

 Select a Department that will receive tasks for manual confirmation of client accounts. 

Note:

This option is not available in BILLmanager 6.

Password recovery via SMS — this option includes the possibility to send the password recovery code to a verified phone number. If there is no verified phone number, the client receives an email with the link to change the password.

When enabling this option, the following must be specified:

  • Attempts to send a code — the maximum number of attempts to send the code to reset the password.
  • Code receiving timeout — the time between attempts to send the code in seconds.

Read more in Password recovery.

How to receive a code — if this option is enabled, the client can choose the resetting method: via SMS or email.

Individuals verification


Note:

Settings are not available in BILLmanager 6.

Phone number confirmation — this option allows you to add confirmation by phone number. It is used to confirm deleting of services:

  • Disabled — no phone confirmation is required;
  • Before payment — phone number verification is required to make a payment of behalf of payer;
  • After registration — to get access to the client area, the client will need to specify and confirm the phone number. 

The number of verification attempts must be specified in the Attempts to get a code and in the Password entry attempts fields.

Read more about the use of this setting in Fraud protection.

Email confirmation — confirmation by email specified during registration:

  • Disabled — no email confirmation is required;
  • Before payment — confirmation of email address is required to make a payment in behalf of payer;
  • After registration — to get access to the client area, the client will need to confirm the email specified at registration. 

The time after which the verification email can be sent again is specified in seconds in the Email sending period field. By default, this value is set to 300.

Read more in Notifications for client.

Manual confirmation — manual confirmation of an account:

  • Disabled — manual verification is disabled;
  • Before payment — to make a payment, the client has to wait for the manual payer verification procedure to be completed. 
  • After registration — when enabling the extended registration form, the client will be blocked access to his client area until the manual verification of the payer is completed. The client’s account will also be verified.

Specify the Department whose employees will carry out the verification of the payer.

Companies verification


The same settings are used for companies verification as for individuals verification.

Sole proprietors verification


The same settings are used for sole proprietors verification as for individuals verification.

Notifications


Do not send notifications to non-verified emails — enabling this option disallows sending notifications and mailings to unverified user emails.

Process responses from mail system (active only when the previous option is enabled) — Enables processing automatic responses from mail systems if an email notification cannot be delivered. Enabling this option is useful when setting up an incoming message gateway to the address from which the messages are sent.

Customers also buy


Offers — a mandatory field, which specifies the maximum number of associated products in the customer's cart. By default, this value is set to 4. Read more about associated products in Customers also buy.

Registration form settings


Registration form — this option defines the type of registration form:

  • Simple — after registration, a user will be created automatically;
  • Extended — after registration, a user and a payer will be created automatically.

Phone number — this option enables you to specify the phone number during registration. Available only with a simple registration form.

Type of reCAPTCHA on the login form — this option enables using reCAPTCHA on the client registration form.

Note:

Consider this setting if the registration form is integrated into the website.

  • Do not use;
  • Use reCAPTCHA;
  • Use Invisible reCAPTCHA.

When using reCAPTCHA or Invisible reCAPTCHA, specify the public Key and the service Secret key.

Type of reCAPTCHA on the login form — this option enables using reCAPTCHA on the client authorization form.

  • Do not use;
  • Use reCAPTCHA;
  • Use Invisible reCAPTCHA.

When using reCAPTCHA or Invisible reCAPTCHA, specify the public Key and the service Secret key.

Read more about the use of reCAPTCHA settings in Spambot protection (reCAPTCHA).

Shop-window settings


Behavior — this option defines the action when an unregistered user opens the BILLmanager page:

  • Disable the shop-window — the shop-window is disabled. The shop-window site will not be updated. Guest access is not available;
  • Login form — when you open BILLmanager at the billing system's URL specified in the provider settings, the authorization form will open. The shop-window site will be generated and updated. The Link type is selected:
    • BILLmanager with guest permissions;
    • Shop-window site.
  • Open panel — when you open BILLmanager at the billing system's URL specified in the provider settings, BILLmanager with guest permissions will be opened. The shop-window site will be generated and updated. The shop-window site appears as follows: https://domain:port/manimg/showroom/id/index.html

    domain:port — BILLmanager domain name and port, if it differs from the standard value

    id — provider id

  • Shop-window site — when you open BILLmanager at the billing system’s URL specified in the provider settings, the shop-window site will be opened automatically. The link in the authorization form will also lead to the shop-window site.

Read more about showcase settings in Shop-window.

IP addresses


Allocate only one IP to service — if the client has not ordered additional IP addresses when ordering the service, only one IP address will be assigned when this option is enabled. The tariff may include more than one dedicated IP address. The rest of the included IP addresses can be added by the client independently in the section "IP addresses".

Delete only free IP addresses — this option is only available for services with "Dedicated server" type. Before deleting an IP address, its availability is checked: if the address is active, it is not deleted.


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