We will help you create and set up your customer billings inside your SuiteDash Platform 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: tech@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 the preferred gateways your clients can use to pay?
- Currency
- Flow – When will this invoice be generated, and what happens if it is paid?
**Please note that OBI Services is now supporting content creation. Please visit our Team VA page for more information.