Adding a new client
There are two main methods for new client records to be added to your Plesk Billing system: through the admin interface and through the order process. The exact procedure for adding clients through the order process can vary depending on your system's configuration and how you've integrated it with your website. The procedure for adding clients through the admin interface will be the same on all installs. We will start there.
Through the Admin Interface
Add Client Account
To add new clients, you will need to begin by clicking on Clients -> Add New Client. This will bring up the first of several screens involved in creating a new client record.
One this first screen, you will see several fields. These fields will contain values tied to the client account. Each client account can have several contacts tied to it. The first of these contacts will be specified in the second step of this process.
- Enter the name of your client's company. If they do not have a company, you can leave this blank.
- Plesk Billing allows for the creation and use of multiple themes. You can use this, as an example, to sell several different brands. If you are using multiple themes, you can specify which theme or brand you want this client to be tied to.
- Client groups can be used to specify certain kinds of discounts. For example, if you have clients reselling your product, you can create a reseller group, assign a particular discount to this group, and then assign your resellers to this group. They will receive the discount you specific for their products. You can also use client groups without specifying a discount if you would simply like to organize clients in a particular way.
- You can set the status of the client. As the field note states, only active accounts can be billed. However, you have the option of setting your client to several different status levels, which can be changed at any time.
Monthly Billing Day
- There are a couple of general options for monthly billing day. Generally, you will want to leave this set to "Obey system-wide settings." If you would like to specify a particular day for this clients invoices to be sent, you can choose the day of the month from the drop-down menu.
- The billing country will be used to determine which tax rules to apply.
- You can choose to set the client as taxable or non-taxable.
Tax ID Number
- If the client is non-taxable, but living within one of your legal tax zones, you can enter their Tax ID Number here.
When you have completed each of these fields, click "save and add primary contact." A new screen will appear, where you will enter information for the primary contact for this client. Often, client accounts only have one contact.
Add Primary Contact
- If you entered a company name in the previous screen, this field should be prepopulated with this value. If you did not enter this value in the previous screen, you have the option of entering it here.
- Enter the primary contact's first name here.
- Enter the primary contact's last name here.
- Enter the primary contact's email address here. This is the email address that Plesk Billing will use to send automatically generated emails to.
- Enter the primary contact's street address here.
- If the address requires a second line, or contains and apartment or suite number, enter this information here.
- Enter the city of the primary contact's address here.
- Enter the state or province of the primary contact's address here. If you enter the two letter code for a US state, a second field will appear asking for the county.
- This field only appears if you enter the two letter state code for US states. The drop down-menu allows you to choose the county your primary contact resides in.
- Enter the primary contact's zip or postal code here.
- Enter the primary contact's country here.
- Enter the primary contact's phone number here.
- If your primary contact has a second phone number enter it here.
- Enter your primary contact's fax number here.
- Enter your primary contact's cell phone here.
- Enter the username you would like your client to use when logging in to Plesk Billing here.
- Enter the password you would like your primary contact to use when logging in to Plesk Billing here.
- Confirm the password by entering it a second time.
- Enter the language that you would like the Plesk Billing interface to appear in for this client. Although there are many language choices, these will only be used if there is a translation file present.
- Choose whether you would like your clients to receive HTML or plain text emails.
- Here you can specify which emails you would like your clients to receive. Generally, it's a good idea to have all emails sent, and you can quickly choose all the emails by clicking "Toggle All."
When you have completed these fields please click "save and add billing account." To clear the fields, you can click "reset." You have the option here of entering a billing account to be tied to your primary contact now, or entering one at a later time. If you would like to add one later, you can click on the clinet ID number to view your new client's details page. If you would like to add a billing account now, you will want to start by choosing the type of account.
Add Billing Account
- Credit Card Account
If your client would like to use a credit card to pay their invoices, you can enter this information directly into Plesk Billing. By saving their credit card data, you can automatically charge their invoices when they become due, instead of waiting for the client to remember to pay. This has advantages for both you and the client: you will receive payment promptly, and your client doesn't have to worry about downtime with their site because they forgot to pay their bill.
- Name On Card
- Enter the name of your client, as it appears on their credit card.
- Select the type of card from the drop-down menu.
- Card Number
- Enter the credit card number, with no spaces or dashes.
- Expiry Month
- enter the two digit code for the month the card expires. For example, January must be entered as 01, not 1.
- Expiry Year
- Enter the four digit code for the year the credit card expires, ex: 2010.
- Issue Number
- Some cards also require that you enter the Issue Number and Start Date, which should be printed on the card itself. Enter the Issue Number here. This can be found on the front of the client's card.
- Start Date
- Enter the State Date here.
- eCheck Account, Bank Draft Account, or Wire Transfer Account
- Bank Name
- Enter the name of your client's bank here.
- Bank State/Province
- Enter the state or province that your client's home branch is in.
- Choose the type of account from the drop-down menu.
- Routing Number
- Enter the bank's routing number here. The routing number is a nine digit number that can be found on the bottom left-hand corner of a check.
- Account Number
- Enter the client's account number here. Account numbers vary in the number of digits they use.
- License/ID Number
- Enter your client's driver's license or state ID number here.
- License/ID State
- Enter the two letter code for the state that issued the driver's license or ID above.
- Date of Birth
- Enter your client's date of birth, using the format 01/01/2000 for month/day/year.
- Manual Payment Account, Third Party Gateway Account
- These accounts do not require that you collect any information from your client. Your client will need to give their payment information to a third party, such as PayPal or Western Union, and these companies will send payment directly to you. Depending on how you receive this payment, you may need to manually mark this client's invoices as paid.
When you have finished choosing the billing account and filling out the required information, please click "save billing account." Once you've added a billing account, you've completed the process of adding a client account. You can now view the details of this account, and begin to add packages and generate invoices, by clicking on the Client ID.
Through the Order Process
There are a wide variety of ways for setting up your order process. This process may involve a couple of simple steps (choose a product then check out) to a complicated, multi-step process (choose several products, select addons, select domains, match these up with one another). No matter what method you employ, your clients will eventually find themselves in the cart. This is where the real client record creation process begins.
The first step in our cart checkout displays the package or packages that your new client has ordered. Your clients have the option, from here, to
Here your new client will see the subtotal of their order, less any coupons or discounts that may apply. Taxes are calculated in a later step, as this value will depend on your client's location. In the second section of the page, "Primary Contact Information," our client will enter the same information you entered for the primary contact through the admin interface. If they are purchasing a domain name, they will have the opportunity to either use this same data for their whois contact information or enter different information. The final section allows the client to choose their payment method and enter their billing account information, if required. This also works just as it does through the admin interface. When they have completed all required fields, they will need to click "continue."
This third page prints a final summary of the order including taxes for your client to review. Before completing the sale, they will need to accept your TOS, and then click "place order" to finalize the sale.
Your new client will now see a screen letting them know that their order is being processed. At this point, Plesk Billing is creating the client account, attaching a package to the client, charging the client's card (if applicable), generating and sending emails, and creating events for automatic provisioning. When these tasks are complete, the page will automatically reload.
Your Order Has Been Placed
This page serves as a confirmation that the client's account was created, payment arranged, and notification that they will receive and email containing information about their order.
There are two main methods for adding client records to your Plesk Billing: through the admin interface and through the order process. Adding clients through the admin interface is a process available for billing system administrators, while clients will make use of the order process. Billing system administrators may also make use of the order process for creating client records, as long as they have a product ready to assign to the client.