NOTE: These steps must be followed in the order listed.
The following is a list of steps required for basic Plesk Billing setup. Completing all of them should yield a functional system. This list does not include
Set Up A Payment Group
Gateways are how you accept payment from your clients. Unless you're intending to take all payment via check, you will want to set up at least one gateway to work with Plesk Billing, and to do this, you will need to first set up a payment group. Please see the complete list of gateways we support.
Set up a payment group. Set up your gateway(s).
Set Up Encryption
If you are intending to use a top-tier gateway and take credit card payments, you must set up encryption. This is required even if you do not intend to use recurring billing, as the order process will store the card before it charges it as well. You can use either passphrase or LEK encryption. If you intend to use automation, you will need to set up LEK encryption.
Set up LEK encryption. Set up passphrase encryption.
Set Up a Registrar Module
Registrar modules are required if you intend to allow your clients to purchase or transfer domains, and want to have this function tied in with Plesk Billing directly. If you are going to register all domains by hand, you do not need a registrar module. Please see the complete list of registrars we support.
Set up a registrar module.
Set Up Your TLDs
Plesk Billing can register any number of different TLDs, provided they are supported by your registrar. The system comes with several TLDs set up by default. You can add any others you would like to sell. You will also need to associate the TLDs you want to sell with your domain registration product, which will make them available through your order form.
Set up TLDs. Set up your domain registration product.
Set Up Your Server Groups
Setting up Server Groups enables Plesk Billing to automatically set up such things as hosting account and mailboxes on a server for you. Within each server group, you can enable one or more server modules of the same type to provision various services to. Please see the complete list of control panels/server modules we support.
Set up a server group. Set up a server module.
Set Up Your Order Form
Order forms are the main organizational structure for the order process, which is what enables your clients to buy your products. You can have any number of order forms set up, to support different currencies and languages.
Set up an order form. How multi-language support works in Plesk Billing. How multi-currency support works in Plesk Billing.
Set Up Your Products
One of the fundamental parts of Plesk Billing is selling products. In order to do this, you must of course have some products set up in Plesk Billing. There are several different product templates that you can use to make setting these up relatively quick and easy process.
Set up an Undefined Product Set up a Hosting Product Set up a Non-Hosting Product Set up a Domain Registration Product Set up an SSL Certificate Product Set up a License Product Set up a Software Product Set up a Usage Product Set up a Contract Product Set up a Fee Product Set up a Non-Recurring Product
Set Up Your Taxes
If you are required to charge taxes for your products, you will need to set them up in Plesk Billing. Setting up the tax calculations requires three main steps: creating tax zones, creating tax zone groups, and tying tax zone groups to your products.
Set up tax zones. Set up tax zone groups.
Set up Emails
One of the key features of Plesk Billing is the automated email system. Plesk Billing will email your clients a new order email, welcome email, invoice and payment emails, and several other emails for you, automatically. In order for these to work properly, you will want to make sure they are set up with all the information your clients are going to need. Plesk Billing relies on email templates for generating these automated emails. These templates, in turn, can make use of many predefined variables for pulling information from the Plesk Billing database to put in the emails.
Editing email templates. Reloading email templates. List of email template variables.