Suitedash - Invoice/Subscription Creation 0 0

Posted ByKristine C.

We will help you create and set up your customer billings inside your Suitedash Accounts for a more appealing user experience.


Here are the things we will need for this task:

  • Admin User credentials (Suitedash) to be shared via Dashlane. - Please click here ​on how to share credentials. Or you can create a staff member using this email: pw@obi.services - Please click here on how to create a staff member.

  • Please select what type of invoice you will need: -On-Demand - Recurring
    - Accumulating

  • Relative due date- When do you require your clients to pay the invoice after it is generated?
  • Content (Item Name,Item Description,Plan,Price,Discount,Tax,with expiry,Billing Cycle)
  • Terms and Conditions
  • Payment Gateways - What are your preferred gateways your clients can use to pay?
  • Currency
  • Flow - When does this invoice be generated and what happens if it is Paid?


    **Please note that OBI Services does not support content creation. "All content (images, text, font, headers, footers, etc) must be from the client."

** The time is base on Asia/Singapore timezone