Billing

The Billing section provides you with features that will allow you to manage your invoices and set up payments for the account. Here you can view your account balance and license history, as well as make payments using PayPal™, a credit card, or your US checking or savings account.

Picture_35.png
The Billing section

Account History

The Account History screen is one of the most important features in Manage2, as it allows you to monitor your billing history and easily reference transactions.

At the top of this page (under Account History), you will find 2 important items:

  • Your Terms Net — This tells you how many days you have before any invoices become past due.
  • Your Account Number — We recommend using this number — including the portion after the dash — whenever you send payment or contact cPanel about account questions.

Selection Filter

This feature allows you to filter the types of transactions displayed, so that you may easily locate a particular invoice or payment.

  1. First select 1 or more Transaction Types.
  2. You can further narrow the results by selecting a Transaction Method. This consists of a description of the transaction, or the payment or refund method.
  3. You can change the number of results the system returns by entering a number in the Max Shown box, or by selecting Show All.
    • By default, a maximum of 35 transactions are returned.
  4. From the Date Range menus, you may select a starting date and an ending date for narrowing the search results.
    • You may use the calendar icons to help you easily select dates.
  5. In the Transaction Amount box, you can enter an amount to search for, in US dollars.
  6. Click Go.

Next, the Manage2 interface returns the search results.

note Note: You can sort search results by the date transactions were posted by clicking the up and down arrows next to the Post Date heading.

Account Balance and Billing History

Below the Selection Filter, Manage2 displays a table showing all invoices, payments, late fees, and credits made to your account.

You can:

  • Use the PDF and HTML links in this table to view and print individual invoices.
  • View your balance history.

The Account History screen is set up so that the most recent transactions show at the top of the page, meaning the amount listed directly under Balance is the current balance on the account. (The current balance can also be found at the bottom of the page.)

Any invoices that are past due, whether fully or partially past due, will be highlighted in red, with additional information on how many days they are past due.

When you click Show Balance History, Manage2 displays a graph of your monthly balance history in US dollars.

About License Reactivation Fees

If you expire a license within the 48 hours before an invoice is generated, and you wish the license to be reactivated within the 48 hours after the invoice is generated, we require that the license cost be added to your account.

In this situation, you will be prompted to force the reactivation of the license and agree to the license fee being added to your account.

The cost of the individual license is added to your account in a separate invoice, rather than your monthly invoice, so there are no additional charges or fees.

This license cost will show up on the Account History screen as “License reactivation for,” followed by the IP address that was reactivated.

In the event that license reactivation fees have been added, make sure to check your account prior to making payment to ensure you are paying the full amount.

If you do not want the license fee added to your account, you must wait 48 hours before reactivating the license.

Account History Tracker

This page shows your account's monthly activity, in terms of invoice amount and license count, by date.

You can also view graphs of the license history and billing history by clicking Show License History and Show Billing History, respectively. This will help give you an idea of your account's past growth, as well as projected growth based on previous months.

Make a PayPal™ Payment

This feature will allow you to make a PayPal payment, so that the payment is automatically posted to your account.

PICK Important: PayPal payments that are not made through the Manage2 interface are not automatically posted to your account. Be sure to use Manage2 for all PayPal payments, to ensure they are properly posted.

To make a payment:

  1. In the text box, enter the amount you wish to pay.
    • The account balance will be automatically filled in for your convenience.
  2. Click Go.

note Note: If you decide to use a PayPal eCheck for payment, the funds will not be posted to your account until after the eCheck has cleared. If this occurs after the due date, the account may become past due.

Manage and Pay with Credit Cards

If you wish to make a payment via credit card, please read this information very carefully. It will cover all of the available options, including:

  • How to add and remove credit cards.
  • How to make a one time payment.
  • How to update card information (such as the expiration date or billing address).
  • How to set up automatic, recurring credit card payments.

Add a New Card

On the Manage and Pay with Credit Cards screen, options to Add a New Card and Initiate an Automatic Payment appear. If you do not yet have any cards listed on this page, or if you wish to use a card that is not currently listed:

  1. Click Add a New Card.
  2. Type a Credit Card Nickname into the appropriate text box.
    • This determines how the card will show in your account.
  3. Type your Credit Card Number into the appropriate text box.
  4. Type the Name on the Card into the appropriate text box.
    • This is the cardholder's name, not the company name.
  5. Enter the Credit Card Expiration Date into the appropriate text box.
  6. Click Fetch Form.

Next, a pre-authorization form appears. This form will allow us to process any future transactions made using a specific card, provided the information matches what was entered when the credit card was added to your account.

note Note: This does not initiate automatic credit card payments! Those are set up under Initiate an Automatic Payment.

Once you have opened the pre-authorization form, you will need to print, sign, and date it. Then, fax the form to one of the numbers listed on it or upload the form using the Upload Forms feature. The form will need to be approved by our offices before you will be able to make a payment using the new card.

  • Until the form has been approved, the card is listed in your account as Awaiting Faxed Forms.
  • After the card is approved, it is listed as Active, meaning it can be used to complete the Make Immediate Payment (a one-time payment) or Setup Automatic Payment functions.

Update Expiration Date

When a credit card listed on your account nears its expiration date, you will be sent an email reminding you to update the expiration date in the Manage2 interface. To do so:

  1. Click Update beneath the expiration date for the card you are looking to update.
  2. Update the Expire Month and Expire Year for the card.
  3. Click Update to ensure the changes go into effect.

Update Billing Address

If the information listed under Billing Address is not correct for a specific credit card, you can change the information:

  1. Click Update under the current billing address.
  2. Manage2 will display your Address Book. Here you can select the address you wish to use, or update, delete, or add an address.

For more information on using this feature, please see the Address Book documentation.

Delete Card

If you wish to remove a card:

  1. Click Delete Card under the Actions section corresponding to the credit card you wish to remove.
  2. Click Yes to confirm that you wish to delete the card from the system.

Once a card has been deleted, you will need to go through the Add a New Card process if you wish to re-add it.

Make Immediate Payment

Once you have credit cards on file with cPanel, you will be able to select a card for a one-time payment:

  1. Click Make Immediate Payment.
    • Manage2 displays the card name and the last 4 digits of the card number, along with your current balance, and a text box. The account balance will be automatically filled in for your convenience.
  2. In the box, enter the amount you wish to pay.
  3. If the billing address listed here is incorrect, please click on the link provided to update the address before making payment.
  4. Click Make Immediate Payment.

Initiate an Automatic Payment

You may also set up one or more cards for automatic, recurring payments. To configure an automatic payment:

  1. Card – Select the card that you you wish to set up for automatic payments. If you have more than one card active in your account, make sure the correct card is selected.
  2. When – Specify when to charge the card in relation to an invoice’s due date:
    1. From the first drop-down menu, select the number of days before the invoice due date that you wish to charge the card.
      • If you are unsure how many days to select, we recommend 3 days prior to the invoice due date. This allows you some extra time in the event the card does not process successfully.
    2. From the second drop-down menu, select whether you’d like to schedule the payment for monthly invoices only, or for any invoice (including those for license reactivation fees and yearly license fees).
      • To schedule payment for a monthly invoice, choose monthly invoice is due.
      • To schedule payment for a yearly license or reactivation fee, choose any invoice is due. PICK Important: This will pay your entire account balance, including any fees.
  3. What – Select which charges to use this card for. You may choose:
    • All Charges — This includes the total balance on the account each month.
    • Current Charges — This only includes the most recent monthly invoice and any other charges made since the last charge.
    • Past Due Charges — This only includes invoices and charges that are considered past due.
  4. How Much – Choose the percentage of the selected charges to pay using this card. This is useful if you wish to split the charges between 2 or more credit cards.
    • If you are unsure which option to choose, select 100%.
  5. Priority – Specify the order in which this card will be charged, if you have more than one card selected for making payment. This can also be helpful if you wish to set up a backup card in the event the first card does not process on the selected date.
    • The card with the lowest priority number (1, for example) will be charged first.
    • If the full balance is paid by a card with a lower priority number (such as 1), then the higher-numbered card (such as 2) will not be charged.
  6. Click Initiate.

Setup Automatic ACH Payment

This feature will allow you to set up automatic payments from your US checking or savings account.

To set up automatic payments:

  1. Type your routing number in the appropriate text box.
    • PICK Remember: You can refer to the image for help locating this on your check.
  2. Type your account number in the appropriate text box.
    • PICK Remember: You can refer to the image for help locating this on your check.
  3. Select the account type.
  4. Type the financial institution’s name in the appropriate text box. Refer to the image for help locating this on your check.
  5. Type the branch name in the appropriate text box.
  6. Type the branch’s city, state, and ZIP code.
  7. Click Fetch Form.
  8. Manage2 displays a PDF form. Print out the form, sign it, and fax it to our office with a copy of your cancelled check.

Once you are enrolled, payments will automatically be withdrawn from the specified account, on or around the 28th of each month. (This date may occur earlier in months with bank holidays.)

To withdraw from the automatic payment program, please contact our Customer Service department by clicking Contact Us at the top right corner of the Manage2 interface.

Upload Forms

This feature allows you to upload .pdf, .jpeg, .tif, .png, or .gif files to your account instead of faxing them in to our office.

To upload a file:

  1. Click Browse.
  2. Select the appropriate file.
  3. Click Upload.
Edit | Attach | Print version | History: r11 < r10 < r9 < r8 < r7 | Backlinks | Raw View | More topic actions...
Topic revision: r9 - 23 Jun 2010 - 21:29:52 - LindseyLWhite
ManageTwo.Manage2Billing moved from Sandbox.Manage2Billing on 22 Jun 2009 - 21:16 by Main.JustinSchaefer - put it back