Set up billing by selecting one of the different payment gateways available.
- On the administration dashboard, click on "Settings."
- Click on the Billing tab to the left.
- On the Billing screen, check "Enable Credit Card Processing."
- Select your payment processor.
- Click the icons on the right to download a step-by-step tutorial on how to set up that specific payment processor.
- Scroll down to the bottom of the page and click "Save" to apply your changes.
Optional: Checking "Enable Automatic Bills For Users" will enable automatic billing for your clients. Scroll down to the bottom of the page and click "Save" to apply your changes.
Optional: "Enable PayPal button your invoices" will display the PayPal button on your clients' bills. Clicking the Instructions icon on the right will download a step-by-step tutorial on how to set up PayPal to connect with our system. (Note the Return URL as this is required to be included at the PayPal site). Scroll down to the bottom of the page and click "Save" to apply your changes.