User manual PARALLELS BUSISNESS AUTOMATION STANDARD RESELLER GUIDE RELEASE 3.4

[. . . ] Parallels Parallels Business Automation - Standard Reseller's guide Release 3. 4 (c) 1999-2010 Copyright Notice Parallels Holdings, Ltd. Parallels International GmbH Vordergasse 49 CH - 8200 Schaffhausen Switzerland Tel: + 49 (6151) 42996 - 0 Fax: + 49 (6151) 42996 - 255 Copyright © 1999-2010 by Parallels Holdings Ltd. This product is protected by United States and international copyright laws. The product's underlying technology, patents, and trademarks are listed at http://www. parallels. com/trademarks Microsoft, Windows, Windows Server, Windows NT, Windows Vista, and MS-DOS are registered trademarks of Microsoft Corporation. [. . . ] "Approved" status allows transaction and further processing of customer's order. "Rejected" status forbids order processing. Managing Accounts 63 Granting Discounts per Customer Account Discounts in Parallels Business Automation - Standard are separate objects included in the Billing manager settings. A discount includes the percentage of discount given and the scope of fees this discount is applied to: Setup fees. This is the minimal sum to be paid when a customer subscribes for services, without respect to a subscription period selected. This is the sum being paid for services provided during a subscription period. This is the price for optional or additional Applications being installed in customer's Container. In the case if a customer exceeds the resource-usage limits allowable for Container purchased (for example, disk space or traffic), the resource-overusage Invoice is being issued at the end of subscription period. The price for a new domain registration. Thus, first you create one or more discounts in the Billing Manager - Settings and then you can go to an account profile (Financial Info tab) and assign a discount. The discounts that can be assigned to customers (and enterprise customers) accounts are called Discount Categories. Managing Accounts 64 Adjusting Account Balance To change an account balance, you can enter the credit or debit adjustments. To add an arbitrary payments, your customers and resellers can enter Payment Requests. For example, Credit Adjustment is applied if a customer was overcharged (to increase the Account balance), and Debit Adjustment is applied if a customer ordered additional services (increase the billed sum and decrease Account balance). Automated applying of credit adjustments can be set in the same way as for offline payments: when you add a credit adjustment, you can check the Apply this payment automatically to future orders and invoices box. And when you add a debit adjustment, the list of payments and credit adjustments with unused positive balance is offered (if any), so you can select the document to pay a debit adjustment right away. Note: Credit adjustments are not accounted in the collected cash report. To add an adjustment, do one of the following: Go the the Billing Director > Receivable > Documents > Adjustments tab. Go to the Account Director > Customer Manager > Customers, select an account and then select the Billing History tab. Viewing the Account Billing History All the documents that affect the account balance (invoices, both debit and credit adjustments, payments) can be viewed in the account profile, under the Billing History tab. 65 CHAPTER 10 Managing Receivables This chapter advises how to handle customers orders, invoices issued for your customers, adjustments, and customers payments, - all documents that contribute in your hosting company balance. In This Chapter Understanding Parallels Business Automation - Standard Billing Workflow . . . . . . . . . . . . . . . . . . . . . . 66 Viewing and Immediately Operating Receivables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Managing Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Processing Offline Payments and Changing Payment Method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Processing Documents Paid by Credit Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Processing Documents Paid by Bank Transfers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Refunding Documents Paid by Credit Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [. . . ] The Up2date Manager dashboard displays the following: Up2date Manager Support and Administration 128 Up2date status Whether you use the latest Parallels Business Automation - Standard version or updates are available. Check Now Click on this link to check for available updates immediately. You can do this without respect to Up2date Checker status. Click on this link to turn on or turn Disable (or off the automated Enable ) - weekly upgrades Depending on check. the current Up2date Checker Status Available version The latest Parallels Business Automation Standard version available at the update server. The currently installed Parallels Business Automation - Standard version. [. . . ]