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: firstname.lastname@example.org
- Please click here on how to create a staff member.
- Please select what type of invoice you will need:
- 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?
- 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."