Parallels Plesk Billing - 6.0 Administrator’s Guide

Parallels® Plesk Billing

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ISBN: N/A
Parallels
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© Copyright 2009,
Parallels, Inc.
All rights reserved

Distribution of this work or derivative of this work in any form is prohibited unless prior

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Product and service names mentioned herein are the trademarks of their respective owners.

Contents

Preface 8

About This Product ........................................................................................................................ 9

Typographical Conventions ......................................................................................................... 10

Feedback ..................................................................................................................................... 11

Parallels Plesk Billing Licensing 12

Upgrading Free Version of Parallels Plesk Billing ....................................................................... 13

Upgrading Current License Key .................................................................................................. 14

Rolling Back to Your Previously Used License Key .................................................................... 15

Getting Started 16

Overview ...................................................................................................................................... 17

Domain Registration .......................................................................................................... 18

Hosting Provisioning .......................................................................................................... 18

Payment Gateways ........................................................................................................... 20

Administrator Interface ...................................................................................................... 21

Client Interface .................................................................................................................. 21

Order Interface .................................................................................................................. 22

Configuration Wizard ................................................................................................................... 23

Domain Registration Settings ............................................................................................ 24

Parallels Plesk Panel IP Settings ...................................................................................... 24

Payment Gateway Settings ............................................................................................... 24

Encryption Settings ........................................................................................................... 25

Tax Settings ....................................................................................................................... 25

Fraud Settings ................................................................................................................... 25

Setting Up Global Account .......................................................................................................... 26

Setting Up Payment Groups ........................................................................................................ 27

Configuring Order Forms ............................................................................................................. 29

Setting Up Control Panels ........................................................................................................... 30

Setting Up Domain Registrar Modules ........................................................................................ 31

Changing Company Settings ....................................................................................................... 32

Setting Up Administrators 33

Viewing Administrators ................................................................................................................ 33

Creating New Administrators ....................................................................................................... 34

Setting Up Administrator Groups ................................................................................................. 34

Editing Administrator Profiles ...................................................................................................... 35

Configuring Administrator Interface ............................................................................................. 36

Using the Dashboard ......................................................................................................... 36

Using Bookmarks .............................................................................................................. 39

Choosing Interface Language ........................................................................................... 40

Choosing Interface Theme ................................................................................................ 40

Viewing System Settings 41

Viewing Module Information ........................................................................................................ 41

Viewing License Information ........................................................................................................ 41

Viewing PHP Information ............................................................................................................. 42

Preface 4

Viewing System Information ........................................................................................................ 42

Viewing Parallels Plesk Billing Version ........................................................................................ 42

Enabling Parallels Plesk Billing Automation 43

Understanding Events ................................................................................................................. 44

ProcessInvoices ................................................................................................................ 45

ProcessPaymentQueue .................................................................................................... 45

ProcessSuspensions ......................................................................................................... 45

ProcessUnsuspensions ..................................................................................................... 45

ProcessUsage ................................................................................................................... 45

ProcessCancellation .......................................................................................................... 45

ProcessExpiredCreditCards .............................................................................................. 45

ProcessDomainSynchronization ....................................................................................... 46

Setting Up System Queue ........................................................................................................... 46

Setting Up the Cron Job .............................................................................................................. 47

Step 1. Copy the Remote Access Hash ............................................................................ 48

Step 2. Check Your Cron User Permissions ..................................................................... 48

Step 3. Set Up Your Crontab to Run runevents.php File .................................................. 49

Managing Cron Job in Linux .............................................................................................. 50

Setting Up IP Queue .................................................................................................................... 51

Setting Up Payment Queue ......................................................................................................... 52

Enabling Auto-Suspend ............................................................................................................... 53

Unsuspend/Auto-Enable ................................................................................................... 53

Configuring Payment Settings 54

Setting Up Encryption .................................................................................................................. 55

Adding Payment Groups ............................................................................................................. 56

Configuring Gateways ................................................................................................................. 56

Setting Up Authorize.net ................................................................................................... 58

Setting Up PayPal ............................................................................................................. 58

Using Virtual Terminals................................................................................................................ 59

Configuring Hosting Settings 61

Adding a Server Group ................................................................................................................ 62

Adding Panels to a Server Group ................................................................................................ 63

Centova Cast ..................................................................................................................... 64

Cortex ................................................................................................................................ 65

cPanel ................................................................................................................................ 66

Cube Panel ........................................................................................................................ 67

DirectAdmin ....................................................................................................................... 68

EMS-Cortex ....................................................................................................................... 69

eNomHost .......................................................................................................................... 69

Parallels Plesk Panel ......................................................................................................... 71

Parallels Pro Control Panel ............................................................................................... 72

Configuring Domain Settings 74

Configuring Registrar Modules .................................................................................................... 74

Adding a TLD ............................................................................................................................... 75

Editing TLDs ................................................................................................................................ 76

Setting Up Domain Sync Count ................................................................................................... 76

Adding ID Protect as an Add-on for Domains ............................................................................. 76

Step 1. Create a Custom Question ID Protect .................................................................. 77

Step 2. Add the ID Protect Option to the Domain Product ................................................ 78

Preface 5

Setting Up Invoices and Billing 79

Understanding Billing Modes ....................................................................................................... 79

Anniversary Billing Mode ................................................................................................... 80

Monthly Billing Mode ......................................................................................................... 81

Setting Up Invoicing ..................................................................................................................... 82

Configuring Taxes ........................................................................................................................ 84

Creating Tax Zones ........................................................................................................... 85

Creating Tax Zone Groups ................................................................................................ 86

Handling VAT Taxation ..................................................................................................... 86

Creating Coupons ........................................................................................................................ 89

Adding Cycle Discounts ............................................................................................................... 90

Setting Up E-mails 92

Understanding E-mail Template Variables .................................................................................. 93

Package Info E-mail .......................................................................................................... 93

Invoice E-mail .................................................................................................................... 94

Credit Card Payment ......................................................................................................... 96

eCheck Payment ............................................................................................................... 97

Bank Draft Payment .......................................................................................................... 98

Secondary Gateway Payment ........................................................................................... 99

Declined Payment ........................................................................................................... 100

Payment Error ................................................................................................................. 101

Domain Renewal Notice .................................................................................................. 102

Domain Transfer - Success E-mail.................................................................................. 103

Domain Transfer - Failure E-mail .................................................................................... 104

Credit Card Expiration Notification E-mail ....................................................................... 105

Package Suspension E-mails .......................................................................................... 106

Package Enable E-mail ................................................................................................... 107

Adding E-mail Template Groups ............................................................................................... 108

Setting Up Your Locales ............................................................................................................ 109

Editing Template Content .......................................................................................................... 110

Reloading E-mail Templates ..................................................................................................... 111

Resending Previously Sent E-mails .......................................................................................... 111

Getting Your System Ready to Send E-mail Messages ............................................................ 112

Converting Version 4 E-mail Templates to Version 5 ................................................................ 113

Customizing E-mail Templates .................................................................................................. 114

Updating the E-mail Header ............................................................................................ 114

Updating the E-mail Layout ............................................................................................. 115

Creating Attributes and Add-ons 116

Setting Up Product Attributes .................................................................................................... 117

Setting Up Order Form Attributes .............................................................................................. 119

Setting Up Generic Attributes .................................................................................................... 121

Creating Control Panel Attributes Add-ons................................................................................ 123

Selling Products 125

Configuring Product Management Settings ............................................................................... 127

Adding Billing Cycles ................................................................................................................. 128

Making a Product Upgradable/Downgradable ........................................................................... 128

Creating General Ledger Entries for a Product ......................................................................... 129

Creating Product Groups ........................................................................................................... 130

Creating Pricing Options ............................................................................................................ 131

Creating Domain Registration Products .................................................................................... 132

Preface 6

Product Details ................................................................................................................ 133

Order Forms .................................................................................................................... 133

Cycles .............................................................................................................................. 134

TLDs ................................................................................................................................ 134

Options ............................................................................................................................ 135

Prices ............................................................................................................................... 135

Miscellaneous Options .................................................................................................... 136

Attributes ......................................................................................................................... 137

Add-ons ........................................................................................................................... 138

Ledger Entries ................................................................................................................. 138

Clone Product .................................................................................................................. 138

Creating Hosting Products ......................................................................................................... 138

Hosting Provisioning in Parallels Plesk Billing ................................................................ 139

Preparing Your System for Creating a Hosting Product ................................................. 140

Setting Up a Hosting Product .......................................................................................... 142

Setting Up SSLFactory .............................................................................................................. 150

Types of SSL Certificates .......................................................................................................... 150

Step 1. Sign Up for an SSLFactory Account ................................................................... 151

Step 2. Submit Your SSLFactory Account Data .............................................................. 151

Step 3. Create Products for Each SSL Certificate Type ................................................. 152

Configuring the products.php Page ........................................................................................... 153

Using Multiple products.php Pages ........................................................................................... 154

Configuring Order Settings 155

Configuring Order Forms ........................................................................................................... 155

Adding a Second or Third Order Form ...................................................................................... 156

Branding Multiple Order Forms ................................................................................................. 157

Customizing Order Forms ......................................................................................................... 158

Setting Up E-mail Banning ........................................................................................................ 159

Using Website Widgets.............................................................................................................. 160

Configuring Website Widgets .......................................................................................... 161

Customizing Website Widgets ......................................................................................... 162

Setting Up FraudGuardian ......................................................................................................... 163

Step 1. Sign Up for a FraudGuardian Account ................................................................ 163

Step 2. Submit Your FraudGuardian Account Data ........................................................ 163

Step 3. Create a Fraud Set ............................................................................................. 164

Step 4. Create a Country Threshold ............................................................................... 165

Step 5. Tie Fraud Sets with Order Forms and Thresholds ............................................. 167

Serving Your Customers 168

Managing Packages .................................................................................................................. 169

Packages Details ............................................................................................................. 170

Changing Package Status ............................................................................................... 170

Suspending/Unsuspending Packages ............................................................................ 172

Adding an Add-on to a Package...................................................................................... 172

Running Package Events ................................................................................................ 173

Canceling Packages ........................................................................................................ 174

Method 1 - Canceling a Package Tied to a Server Group .............................................. 174

Method 2 - Canceling a Package Not Tied to a Server Group ........................................ 174

Activating a Customer Package ...................................................................................... 175

Administering Clients ................................................................................................................. 176

Adding New Clients ......................................................................................................... 177

Managing Existing Clients ............................................................................................... 181

Using Client Groups................................................................................................................... 202

Adding Client Groups ...................................................................................................... 202

Managing Client Group Attributes ................................................................................... 202

Performing Manual Payments ................................................................................................... 203

Preface 7

Generating and Running Payment Queue ...................................................................... 204

Capturing Uncaptured Payments .................................................................................... 205

Issuing Refunds ............................................................................................................... 205

Capturing Authentication-only Payments ........................................................................ 206

Using a Credit Card to Pay an Invoice ............................................................................ 206

Managing Invoices ..................................................................................................................... 206

Generating Invoices Manually ......................................................................................... 208

Viewing Invoices .............................................................................................................. 208

Editing Invoices ............................................................................................................... 210

Removing Invoices .......................................................................................................... 211

Taking Credit Card Payments ......................................................................................... 211

Applying Payments Manually .......................................................................................... 211

Applying Credits .............................................................................................................. 212

Voiding Invoices .............................................................................................................. 212

Printing Invoices .............................................................................................................. 213

Manually Paying an Invoice Using Saved Credit Card Information ................................ 213

Providing Client Support ............................................................................................................ 214

FAQs ............................................................................................................................... 214

News ................................................................................................................................ 215

Internal Helpdesk ............................................................................................................ 217

Setting Up ModModernBill Module ............................................................................................ 218

Migrating Subscriptions from version 4 to version 5 .................................................................. 219

Charging for E-mail Account Usage (SPLA) Ensim Unify ......................................................... 220

Managing Accounting 221

Generating Accounting Reports ................................................................................................ 222

Generating Daily Journals ......................................................................................................... 223

Viewing General Journal ........................................................................................................... 224

Generating General Ledgers ..................................................................................................... 224

Integrating Parallels Plesk Billing with Parallels Plesk Panel 225

Setting Up Global Accounts ....................................................................................................... 226

Setting Up a Single Sign-On Server from Parallels Plesk Billing .................................... 226

Creating a Global Account .............................................................................................. 227

Changing Global Account Password ............................................................................... 227

Disconnecting From Global Account ............................................................................... 227

Repairing SSO Accounts ................................................................................................. 228

Migrating Parallels Plesk Billing from Standalone to Bundled Version ..................................... 228

Appendix A. Parallels Plesk Panel Attributes 230

General Options .............................................................................................................. 230

Limits ............................................................................................................................... 230

Web Limits ....................................................................................................................... 231

E-mail Limits .................................................................................................................... 232

Management and Feature Options.................................................................................. 232

In this chapter:

About This Product ............................................................................................ 9

Typographical Conventions ................................................................ ............... 10

Feedback .......................................................................................................... 11

C H A P T E R 1

Preface

About This Product

Parallels Plesk Billing is an ordering, billing, and provisioning automation solution aimed at
small-to-mid-level hosting providers. Parallels Plesk Billing comes in two different
distributions: Standalone and Bundle (with Parallels Plesk Panel).

The software package comes bundled with an intuitive order process, complete with

“shopping cart,” allowing your customers to build an order of any size or complexity with a

single checkout (as opposed to the customer having to run through your order form multiple
times if they want multiple items).

Upon checkout, Parallels Plesk Billing supports your customers paying in a variety of ways
including:

 credit card (through strong integrations between Parallels Plesk Billing and many

merchant gateways)

 third-party gateway (such as PayPal, WorldPay, etc.)
 other manual options such as check, bank draft, and simply issuing an invoice.

Each of these payment options can be enabled/disabled and configured according to your
company’s specific business practices.

Parallels Plesk Billing can provision the following:
 Any domain name package can be automatically registered through any of the resellers

with which Parallels Plesk Billing integrates (such as eNom, OpenSRS, etc.).

 Any hosting package can be automatically provisioned through any of the panels with

which Parallels Plesk Billing integrates (such as Plesk, cPanel etc.).

 Any SSL Certificate can be automatically provisioned through the SSLFactory.com API

(provided you have a Parallels SSLFactory reseller account).

 Any virtual private server package can be automatically provisioned through Parallels

Virtuozzo Containers.

 Customers will receive notification upon completed provisioning, as well as any

passwords, etc. that are related to the customer accessing/using their purchased service.

Each of these provisioning options can be configured in Parallels Plesk Billing administrator
panel according to your company’s specific business practices.

The total time it takes for the customer to be fraud checked, charged, and their services
turned on can be as little as a few minutes. The entire idea here is to save as much time as
possible so that your company’s team can focus on more important things than manually
setting up client accounts.

The automation does not stop once a customer has paid and had their order setup. Parallels
Plesk Billing is fully customizable and can be configured to automatically generate invoices
and collect payment from customers when needed, send out late notices when customers do
not pay on time, and even suspend a customer’s hosting package after they have neglected
to pay long enough.

Parallels Plesk Billing can even renew domains at your registrar as soon as your clients pay

Formatting convention

Type of Information

Example

Special Bold

Items you must select,
such as menu options,
command buttons, or
items in a list.

Go to the System tab.
Titles of chapters,
sections, and
subsections.

Read the Basic
Administration chapter.

Italics

Used to emphasize the
importance of a point, to
introduce a term or to
designate a command
line placeholder, which is
to be replaced with a real
name or value.

The system supports the
so called wildcard
character search.

Monospace

The names of
commands, files,
directories, and domain
names.

The license file is located
in the

http://docs/common/

licenses directory.

Preformatted

On-screen computer
output in your command­line sessions; source
code in XML, C++, or
other programming
languages.

# ls –al /files

total 14470

Preformatted
Bold

What you type,
contrasted with on-screen
computer output.

# cd /root/rpms/php

CAPITALS

Names of keys on the
keyboard.

SHIFT, CTRL, ALT

the invoice. Clients can “upgrade” or “downgrade” their services from the client interface and
not only have the changes automatically provisioned out to the panel, but also receive a pro­rated credit/debit for the difference in monthly price and begin receiving invoices for the
package they upgraded or downgraded to.

Typographical Conventions

Before you start using this guide, it is important to understand the documentation conventions
used in it.

The following kinds of formatting in the text identify special information.

KEY+KEY

Key combinations for
which the user must
press and hold down one
key and then press
another.

CTRL+P, ALT+F4

Feedback

If you have found a mistake in this guide, or if you have suggestions or ideas on how to
improve this guide, please send your feedback using the online form at

http://www.parallels.com/en/support/usersdoc/. Please include in your report the guide’s title,

chapter and section titles, and the fragment of text in which you have found an error.

Standalone Parallels Plesk Billing 6.0 introduces licensing through a unified Parallels

In this chapter:

Upgrading Free Version of Parallels Plesk Billing .............................................. 13

Upgrading Current License Key ......................................................................... 14

Rolling Back to Your Previously Used License Key ........................................... 15

C H A P T E R 2

Parallels Plesk Billing Licensing

key administration system.
You will need a new license key if you are going to:

 Purchase or lease Parallels Plesk Billing 6.0
 Upgrade the number of accounts. Mind that the number of accounts is restricted to

active and suspended clients, archived and pending accounts are not counted.

To update earlier Parallels Plesk Billing versions to the latest 6.0, contact Parallels
Sales.

Purchasing and Leasing Parallels Plesk Billing

Before installing Parallels Plesk Billing, go to http://www.parallels.com/store/ppb/ to
purchase or lease Parallels Plesk Billing. Parallels Plesk Billing licenses are limited by
number of accounts.

Every new purchase license includes 12 months of Software Update Service (SUS) that
entitles you to version upgrade licenses throughout the life of your SUS. All leased
license keys (monthly) include SUS.

Parallels Plesk Billing keys can be updated to support newer versions of the software
when they are SUS enabled. When the SUS feature of your key is up-to-date, you can
perform the upgrade of the key without extra costs. In case you run out of this service,
please contact our sales representatives in order to renew/reinstate it.

Important: Parallels SUS is a subscription base service that must be renewed in
advance of its expiration date. In case you pay in advance, the cost of the renewal for
purchase keys will be 25% of the retail cost of the key. Otherwise, if you have not
renewed and decide later to upgrade, you will need to pay 65% of the retail cost of the
key to get it reinstated.

Parallels Plesk Billing Licensing 13

Upgrading Free Version of Parallels Plesk
Billing

If you installed the Free Version of Parallels Plesk Billing which is limited to 10 client
accounts, you need to purchase a valid license from Parallels to switch to full-featured
Parallels Plesk Billing.

 To buy a new license key:

1 Go to Server Settings -> System Info -> License Management and click Order

New Key.

2 The Parallels online store will open in a separate browser window. In

this window, select the items and features you want to include into
your Parallels Plesk Billing license and click Submit. In the next steps,
indicate the currency, number of license keys, provide contact details,
billing address, and payment method, and submit the form. The new
key will be sent to the specified e-mail address.

3 Save the new key to the hard drive on your local machine.
4 Open again the License Management screen in Parallels Plesk Billing and

click Upload Key.

5 Paste the license key as a text. Alternatively, you can enter the path

to the key file that you saved on your local machine or click Browse to
locate it.

6 Click OK to install the new key.

 To install your license if you received an activation code from your sales

representative:

1 Go to Server Settings -> System Info -> License Management and click License

Key Activation

2 Input the activation code.
3 Click Submit.

 To manually load a license through the file system:

1 Get your license file (xxx.xml or xxx.xml.zip).
2 Put your license file in the root directory of your Parallels Plesk Billing

installation named key.xml or key.xml.zip depending on whether
it is zipped or not.

3 Log in to the administrator area of your Parallels Plesk Billing.

14 Parallels Plesk Billing Licensing

4 After you log in, Parallels Plesk Billing will automatically load the

license and prompt you to delete the license file. After you delete the
file, the license should be loaded properly.

Parallels Plesk Billing license keys have a built-in expiration date, so, to keep your
license active, Parallels Plesk Billing will periodically connect to the licensing server and
retrieve the latest license key. This process is run automatically, and the date the next
upgrade is scheduled for is displayed on the Server Settings -> System Info -> License

Management screen. You can manually prolong your current license by clicking Retrieve
Keys link.

Upgrading Current License Key

If you plan to expand the maximum number of customers allowed by your current
license, you need to upgrade your license key.

 To upgrade a license key:
1 Go to the Server Settings -> System Info -> License Management page and

click the Order Key Upgrade button.

2 The Parallels online store will open in a separate browser window.

Select the desired upgrade option and click Submit.

3 In the next step, indicate purchase details and submit the form. You

will be notified by e-mail when your order is processed.

4 After you receive the e-mail notification, return to the License

Management page and click Retrieve Keys to retrieve the ordered license

key. License Manager will retrieve the purchased license key from the
licensing server, automatically upload it to your control panel, and
update your current key.

Parallels Plesk Billing Licensing 15

Rolling Back to Your Previously Used
License Key

When you upload a new license key to Parallels Plesk Billing, the currently installed
license key is saved as a backup. To restore it, use the Roll Back License Key option.

 To roll back to your previously used license key:

1 Go to the License Management page and click Roll Back Key.
2 When the page with previously installed license keys appears, choose

the necessary key and click Change Key.

3 The previously installed license key will be restored.

In this chapter:

Overview ........................................................................................................... 17

Configuration Wizard ......................................................................................... 23

Setting Up Global Account ................................................................................ 26

Setting Up Payment Groups .............................................................................. 27

Configuring Order Forms ................................................................................... 29

Setting Up Control Panels ................................................................................. 30

Setting Up Domain Registrar Modules ............................................................... 31

Changing Company Settings ............................................................................. 32

Aliasing Directories ............................................................................................ 32

C H A P T E R 3

Getting Started

Overview

In this section:

Domain Registration .......................................................................................... 18

Hosting Provisioning .......................................................................................... 18

Payment Gateways............................................................................................ 20

Administrator Interface ....................................................................................... 21

Client Interface .................................................................................................. 21

Order Interface .................................................................................................. 22

Parallels Plesk Billing is a billing automation system, used primarily in online business, such
as:

 Domain registration
 Hosting provisioning
 Selling SSL certificates
 Other non-hosting online stores

Parallels Plesk Billing provides a control panel with different levels of administration (you
have the Administrator interface, Client interface, and the integrated Order form interface) on
top of a solid recurring billing/invoicing engine written in PHP. This engine will take care of
generating and sending out invoices to your customers on whatever cycle that the
good/service your customer has with you renews (monthly, yearly, or even hourly – the
package renewal cycles are configurable down to minutes). Parallels Plesk Billing will
facilitate credit card, PayPal or other payment gateways, appropriately mark invoices as paid
and enforce auto-suspension rules for non-payment.

Parallels Plesk Billing has a modular structure in terms of using third-party resources.
Payment gateways, domain registration services (registrars), hosting control panels are
integrated into Parallels Plesk Billing as modules. To use these resources, you need to
configure them in Parallels Plesk Billing administrator interface.

Later in this guide we will explain the basic Parallels Plesk Billing concepts and give some
insights into the four above-mentioned business models served by Parallels Plesk Billing.

Domain Registration

Parallels Plesk Billing supports integration with several domain registrars including:

 eNom
 Register.com
 OpenSRS
 DistributeIT
 Nominet/
 Namecheap
 EuroDNS
 Dotster
 ISPProxy
 ResellOne

Parallels Plesk Billing supports instant domain availability checking through your order form
regardless of whether you’re using one of the above registrars.

However, if you’re using one of these registrars, your customers can purchase/transfer a
domain name, pay for it, and Parallels Plesk Billing will issue a call automatically to that
registrar’s API to purchase/transfer the domain name and place it under that client’s account
in your Parallels Plesk Billing for management (setting name servers, hosting records, etc.).

You can configure Parallels Plesk Billing to sell one, some, or all of the TLDs available
through a particular registrar and charge your customers whatever price you want for their
domain registration. Your account with your registrar will be charged whatever your standard
reseller rate is for that given domain TLD. One of the clear benefits of this is that you can (for
example) process “.com” sales through a certain registrar and “.ca” sales through another
registrar, allowing you to use multiple registrars to make sure you’re being charged the lowest
possible price per TLD for the domains that you resell.

Hosting Provisioning

Parallels Plesk Billing supports integration with several hosting control panels including:

 cPanel
 cPanel (Reseller)
 DirectAdmin
 eNom Exchange
 eNom Hosting
 EnsimUnify
 FreeRadius
 Virtuozzo
 Hostopia
 Interworx
 Parallels Helm
 Parallels Pro Control Panel (former Ensim Pro)

 Parallels H-Sphere
 Parallels Plesk Panel for Windows
 Parallels Plesk Panel for Linux
 Parallels Plesk Expand
 and Parallels Plesk Billing itself (for License Reselling)

Note: Parallels Plesk Billing 6 is fully integrated with Parallels Plesk Panel 9.

When you create a product in Parallels Plesk Billing, it can be configured to provision one (or
more, simultaneously) of the above hosting control panels. Customers purchasing a product
of yours that is connected with one of the above panels can have their service online and
login details e-mailed to them within minutes of paying.

In Parallels Plesk Billing, you create pools of servers of the same type, called server groups.
For example, you could have a server group of seven Plesk for Linux machines your
company hosts customers on. Your Plesk hosting product(s) would be associated with this
server group, and anyone purchasing one would be provisioned onto the Plesk machine in
that group which has the fewest accounts on it (for the purposes of pseudo-load-balancing).

After the purchase, most of the above panels support further automation as well. Your
customer could upgrade or downgrade their base package, associate necessary addons, or
cancel their package. Parallels Plesk Billing will collect payment and issue the appropriate
API calls to the machine(s) on which their product is provisioned to take care of all of their
needs without your intervention needed.

Payment Gateways

Parallels Plesk Billing supports integration with several payment gateways including:

 Primary Gateways

 Authorize.net
 BluePay
 Echo, Inc.
 eWay
 InternetSecure
 LinkPoint
 Moneris
 PayFlowPro
 ProTX
 PSiGate
 Quantum
 Velocity Pay

 Third-Party Gateways

 PayPal
 WorldPay

Also, some payment gateways are supported but unstable. They are marked as Testing:

 Primary Gateways

 CyoGate
 EchoInc
 eProgressingNetwork
 MerchantCommerce
 MerchantPartners
 PagoPorInternet
 Planet Payment
 QuickCommerce
 RTware
 SagePayments
 SecurePay AU
 SecurePay US

 Third-Party Gateways

 Credit Card - 2CO
 Credit Card - 2CO Recurring

Most of the supported payment modules allow for charge, pre-auth, finalize, void, and refund
abilities through Parallels Plesk Billing.

Parallels Plesk Billing’s payment gateway system, like the other two systems described
above, is modular. This allows you to choose one or more payment gateways through which
to process customer payments. Thus, you can (for example) allow your customers to choose
between paying by credit card (and run those charges through your BluePay account) or
paying by PayPal.

Taking this a step further, you can even utilize multiple gateway modules to allow for
collecting payment in multiple currencies. This can be very useful for customers that (for
example) prefer to offer services in both United States and Canadian Dollars to attract a
larger customer base. For this purpose, you can create custom payment groups and choose
one primary one primary payment gateway and several third-party gateways for each
payment group. See Payment Groups (on page 54) for details.

For the default payment group, you can choose and configure payment gateways in
Configuration Wizard (on page 23).

Administrator Interface

Parallels Plesk Billing administrator interface to Parallels Plesk Billing is where you
administrate it. The current guide is dedicated to the functionality of the administrator
interface.

Administrator interface is by default available at http://host.name/path/to/plesk-billing/admin/
for standalone version of Parallels Plesk Billing. For Parallels Plesk Billing bundled with
Parallels Plesk Panel it can be accessed at https://host.name:8443/plesk-
billing/admin/.

Client Interface

The client interface to Parallels Plesk Billing is a complete portal for your clients to perform
such actions as:

 Pay invoices
 View past invoices
 Create a support ticket
 Upgrade their package
 Downgrade their package
 Cancel their package
 Manage DNS on their purchased domain name
 Login to the hosting panel associated with their package

The client interface is completely customizable and can be templated to integrate seamlessly
into your existing web site look and feel.

Client interface is by default available at http://host.name/path/to/plesk-billing/client/ for
standalone version of Parallels Plesk Billing. For Parallels Plesk Billing bundled with
Parallels Plesk Panel it can be accessed at https://host.name:8443/plesk-
billing/client/.

Order Interface

Parallels Plesk Billing, unlike most host-based billing platforms currently available, includes
support for a “shopping cart” built into your website, making it easier for your clients to
purchase more in a single checkout.

As a result, the concept of an order form is a little bit different in Parallels Plesk Billing. As it is
currently known, an order form in Parallels Plesk Billing is primarily a way to group products
by currency. Generally, you should only have one order form per currency offered. It is not a
page where your products are listed with order now buttons.

There are two awesome methods of adding products to clients shopping cart. Below is a brief
overview of each.

With the first, we’ve changed the paradigm in billing solutions a bit with the introduction of
“web site widgets”. These are little snippets of code you simply drop into your company web
site that feature any subset of products you want in any format you want (listing, drop-down,
etc). As it’s merely a snippet of code, these can be dropped anywhere on your web site
where you want to sell products and they require no special templating as it’s merely included
in your existing web site.

The latter is for the customer that prefers a finer grained control of the way they’d like to sell
products on their web site. By linking anywhere on your web site (from text, image, whatever)
to specially formed URLs, you can allow your customers to add any product or products to
their shopping cart with a single click.

Finally, the shopping cart and checkout processes are completely customizable so you can
template them to match the rest of your web site seamlessly.

Order interface is by default available at http://host.name/path/to/plesk-billing/order/ for
standalone version of Parallels Plesk Billing. For Parallels Plesk Billing bundled with
Parallels Plesk Panel it can be accessed at https://host.name:8443/plesk-
billing/order/.

Configuration Wizard

In this section:

Domain Registration Settings ............................................................................ 24

Parallels Plesk Panel IP Settings ....................................................................... 24

Payment Gateway Settings ................................................................................ 24

Encryption Settings ............................................................................................ 25

Tax Settings ...................................................................................................... 25

Fraud Settings ................................................................................................... 25

After the Parallels Plesk Billing is installed as a standalone application, or activated as a
module in Parallels Plesk, you need first to run the Configuration Wizard. When you login to
the Parallels Plesk Billing admin panel for the first time, on the page that appears click Start
Configuration to proceed to the Configuration Wizard. It will guide you through:

 Registrar Settings. Choose and configure one or more registration services, such as Enom

or OpenSRS.

 Payment Gateway Settings. Choose and configure one primary gateway and, optionally, third

party gateways.

 Tax Settings. Configure taxable products from the list.
 Encryption Settings. Enable encryption to reach the maximum security in transactions.
 Fraud Settings. Here you can enable and configure a FraudGuardian account.

Later, you can revisit the Configuration Wizard by choosing Configuration Wizard in the System
menu.

Domain Registration Settings

 To configure domain registration services in Configuration Wizard:

1 Go to System > Configuration Wizard, click Begin Configuration and proceed to the

Domain Registration Settings form.

2 The list of registrars will appear. Choose the primary registrar by clicking

the box in front of its name.

3 As soon as you checked the box, you will see the configuration form for

this registrar consisting of 4 parts.

 Admin Account. Enter the user name and password to the registrar and configure

registrar-specific connection settings.

 Admin Contact. Set the contact information (name, address, phone, etc.) for the

registrar.

 Aux Billing Contact. Set auxiliary billing contact information.
 Domain Name Servers. Specify the registrar’s primary and secondary name servers.

4 Click Continue >> to proceed to the next step of Configuration Wizard.

Later on, you will be able to configure any available domain registration service from
the System > Domain Settings > Registrar Modules menu.

Parallels Plesk Panel IP Settings

(for Parallels Plesk Billing bundled with Parallels Plesk Panel only)

 To configure Parallels Plesk Panel IP Settings:

1 Enter the Shared IP Address that will be used for hosting purposes.
2 Click Continue >> to proceed to the next step of Configuration Wizard.

Payment Gateway Settings

On the Payment Gateway Settings page you can choose and configure one primary gateway and
one or several third-party gateways you wish to use.

 To select and configure payment gateways:
1 Click a radio button in front of a primary payment gateway you wish to

choose.

2 A form with the options specific to this gateway will appear. Fill out the

options.

3 Click check boxes to select as many third-party gateways as you wish and

fill out gateway-specific options.

4 Click Continue >> to proceed to the next step.

Encryption Settings

Here you can enable encryption for Parallels Plesk Billing transactions and enter the LEK pin
code you generated as a customer on the Parallels Plesk Billing support page.

 To enable encryption for Parallels Plesk Billing.

1 Check the box in front of the Encryption Enabled field.
2 In a separate window or tab, open http://www.pleskbilling.com/, log in using

your member’s area user name and password and generate an LEK (Local
Encryption Key) Hash pin code there.

Note: You need to remember your LEK Pin whenever you need to manually decrypt a
customer’s credit card number or manually run a billing process.

3 Under the Choose a Pin field, enter the same pin you generated into the LEK

Pin and Confirm text boxes.

4 Set a secret passphrase in the Passphrase field. It may remain empty if you

wish, and then the system will generate a random passphrase for you.

5 Click Continue>> to go on with Configuration Wizard.

You can later return to the encryption settings in the System > System Settings >

Encryption Settings menu. See Encryption Settings for details.

Tax Settings

Here you can assign a single tax to selected taxable products or add-ons.

1 Enter the Tax Settings page.

 Enable Taxes. Check this button to enable the tax to the taxable products selected

below.

 Tax Amount. Enter tax value in percents.
 Tax Description. Enter the tax name that all the customers will see. For example, VAT.
 Taxable Products. Here all available tax products or add-ons are listed. Select the

required variants by checking boxes in front of them.

2 Click Continue >> to apply the tax.

You can provide advanced tax settings in the System > System Configuration > Invoice and

Billing Settings > Tax Settings page. See Taxes for details.

Fraud Settings

To configure fraud settings:

1 On the Fraud Settings page, fill out the following form:

 Enable FraudGuardian. Check this box to enable fraud settings
 User name, Password. Enter your user name and password once you have registered at

FraudGuardian: http://www.pleskbilling.com/products/fraudguardian/.

2 Click Continue >> to apply FraudGuardian settings and complete

Configuration Wizard.

After that, go to System > System Configuration > Order Settings > Manage Fraud Settings for
advanced fraud configuration. See Setting Up FraudGuardian (on page 163) for details.

Setting Up Global Account

(for Parallels Plesk Billing bundled with Parallels Plesk Panel only)

It is highly recommended to connect your local Parallels Plesk Billing accounts to a global
account for convenient operation in case of bundled installation. This will allow you to switch
between your Parallels Plesk Panel and Parallels Plesk Billing accounts without entering your
credentials every time.

Please see the Setting Up Global Account (on page 226) chapter for details.

Setting Up Payment Groups

Configuring a payment group is a fairly straightforward process. First, you’re going to need to
ask yourself a few questions in regards to how your business wants to accept money.

 Do you plan to accept credit cards?

 If so, will you be storing credit card details (all encrypted, of course) in your Parallels

Plesk Billing database?

 What types of credit cards do you want to accept (Visa/MasterCard/etc.)?

 Will you accept forms of payment through a third-party gateway such as PayPal or

WorldPay?

If you plan to accept credit cards, you are going to need a merchant account with an online
payment processing service. Parallels Plesk Billing supports a variety of payment gateways
(on page 20) which you can choose as a primary gateway, and some others as third-party
gateways.

If you plan to accept payment from third-party gateways (either solely, or along with accepting
credit cards) you will need to have an account at one or more of the below supported third­party gateways:

 PayPal
 WorldPay

The general idea behind payment groups is for the purpose of multiple currency support. You
should have one payment group for each type of currency that you accept. If you only accept
one currency, you should, thus, only have one payment group.

IMPORANT: You can add and remove payment processor modules within a payment group
as much as you want. But you should never remove a payment group once you have
customers actively using it. Removing a payment group that is in use will cause customers’
billing accounts to no longer be tied to a means of charging them.

 To add a payment group:

1 Go to the System > Payment Settings > Payment Groups.
2 At this point, you should see a default payment group already exists. Click

the Edit icon to the right side of the payment group. On the screen that
comes up, you can configure the Payment Group Name to be whatever you
want, this is purely for your reference and no customer will ever see the
Payment Group Name. By default, the initial payment group is setup with USD
(United States Dollars) currency. You may leave this as is, or, if you need
to accept a different currency, change this to the appropriate 3-character
ISO-4217 currency code.

3 Now, most importantly, you will need to select the primary and third-party

gateways you use from the drop down lists. At this time, you can only
select one of each category. Though, if you accept more than one third­party gateway (for example, PayPal and WorldPay) you can come back to
this Edit screen later and add it. Please note that you can only configure
one primary gateway per payment group.

4 After you have selected the gateways you use, click the edit button at the

bottom of the screen and it will return you to the Payment Groups overview
screen. You should now see your newly-modified payment group with the
payment processor modules you selected. At this point, you can now click
the Edit icon next to each of those payment processors listed and configure
them appropriately (details for the configuration options available for each
payment processor are later in this document).

5 If you plan to accept multiple currencies, click the Add Payment Group button

and repeat the above detailed procedure.

If you are planning on accepting credit cards and storing them in your Parallels Plesk Billing
database for the purposes of recurring billing, you will need to configure encryption on your
system. Parallels Plesk Billing uses a strong encryption algorithm to keep your data as safe
as possible. Please refer to Setting Up Encryption (on page 55) for details.

Configuring Order Forms

As previously described in this guide, the concept of an order form is a little bit different in
Parallels Plesk Billing. As it is currently known, an order form in Parallels Plesk Billing is
primarily a way to group products by currency. Generally speaking, you should only have one
order form per currency offered. It is not a page where your products are listed with order
now buttons.

 To configure your order form(s):
1 Go to System > System Settings > Order Form Settings. You will see that one

default order form already exists in your Parallels Plesk Billing.

2 Click the edit button next to it. On this page, you should select the payment

group, default language, and default country to be used on this order form.
There are also a variety of other options on this page you can choose, but
those three are the most important to getting you up and running right now.

3 For each payment group you have, create a new order form, and assign it

to that payment group.

Your Parallels Plesk Billing is now configured to accept payment from customers.

Warning: Never delete an order form that already has had packages purchased through it.

Please refer to the Setting Up Order Forms (on page 141) chapter.

Setting Up Control Panels

Parallels Plesk Billing supports integration with Parallels Plesk Panel and some other control
panels (on page 18).

This section outlines the steps you need to take to get your Parallels Plesk Billing installation
to successfully store the connection information needed to provision customers’ packages to
your servers.

For each type of control panel that you offer, you should have one Server Group. For example,
if you provide cPanel and Plesk for Linux hosting, you would need two server groups – one
for each control panel. Within each of these server groups, you will add a Server Module for
each physical server of that type. Going on our above example, if you had 7 machines
running cPanel and 5 machines running Plesk for Linux, you would need 7 cPanel server
modules in your cPanel server group and 5 Parallels Plesk Panel for Linux modules in your
Parallels Plesk Panel for Linux server group. Please refer to Managing Server Groups (on
page 61) document for details on how you can add a Server Group.

IMPORTANT: if there are control panel modules within server groups to which you do not
intend on provisioning anymore packages (for example, a server that you are slowly trying to
move clients off of, or a test server for testing settings), then you have to set their status to
Enabled: No. This will cause accounts that have already been provisioned to this module to still
be fully automated (suspend, unsuspend, cancellation, etc), but no new accounts will be
provisioned to that server.

Finally, the most impacting parameter across most all the types of server modules we offer is
Server Weight. You can give each of your products a specific weight (typically, this would refer
to the number of resources this product is going to use once provisioned, in terms of disk
space, bandwidth, etc.). Each control panel module you add can have a Maximum Server
Weight. Configure this setting appropriate to how you plan to specify weights on your products
so you can be confident you will not be overselling your equipment – as each time a package
is provisioned to one of your servers, the weight of that package will be added to the total
weight already provisioned on the server.

You can use this so as to implement a pseudo-load-balancing setup. If you go back to your
Server Groups settings page and click the Edit icon next to your server group, you can specify
whether provisioned packages will be provisioned onto each server you have, filling them
one-by-one, or (more preferably, for most) provisioned onto the server with the least server
weight.

Once you have configured a server group for each type of server you offer, and the
appropriate control panel modules for each physical server you have within each group, your
Parallels Plesk Billing will have been successfully connected to automate package
provisioning.

Setting Up Domain Registrar Modules

Parallels Plesk Billing supports integration with a variety of domain registration services (on
page 18).

There are two steps in getting your system configured with one or more of the domain
registrar through which you resell and to tie to appropriate TLDs to each of those registrars:

1 Configure domain registrar modules (on page 74)
2 Assign TLDs (on page 75).

Changing Company Settings

The company settings page sets many of the variables that the system will use to populate
many values. For example, the e-mail templates will pull your company name and contact
information from this area when creating e-mails. It is important to keep this information up­to-date. These values are initially filled with information gathered during the installation
process.

 To change company settings:

1 Go to System > System Configuration, then click System Settings > Company Settings.
2 Change the following as needed:

 Name. Enter the name of your company here, as you would like it to appear to your

clients.

 Short Description. Please provide a brief description of what your company does.
 Description. You may enter a longer description here.
 URL. This is the URL to your company’s web page.
 Client URL. If you have made any changes to your Parallels Plesk Billing directory

structure, you will want to edit this entry to reflect these changes. This URL determines
where the system tries to take you when you click Login as Primary Contact on the client
details screen.

 Order URL. This is the URL to your main order page. Most clients use a custom order

page, so this may need to be updated.

 E-mail. Please enter your company’s main contact e-mail address.
 Address 1. Enter the first address line of your company’s physical address.
 Address 2. Enter the second address line of your company’s physical address, or a PO

box if you use one.

 City. Enter the city of your company’s address.
 State. Enter the state of your company’s address.
 Country. Enter the country of your company’s address.
 Phone 1. Enter a primary phone number, so your clients can contact you if they need

to.

 Phone 2. Enter a second phone number if you have one.
 Fax. If you have a separate fax number, please enter it here.
 Tax ID Number. If you have a Tax ID Number, enter it here.

3 Click Save Changes.

Parallels Plesk Billing provides a flexible system for setting up administrators within the

In this chapter:

Viewing Administrators ...................................................................................... 33

Creating New Administrators ............................................................................. 34

Setting Up Administrator Groups ....................................................................... 34

Editing Administrator Profiles............................................................................. 35

Configuring Administrator Interface ................................................................... 36

C H A P T E R 4

Setting Up Administrators

system. Using administrator groups, you can create custom privileges for various
different kinds of administrators, such as billing administrator and server provisioning
administrator. By default, Parallels Plesk Billing creates four administrators: the root
user, an order form user, an API user, and a cron user. The root user is created using the
information you entered during the installation process, and is the main login you use to
enter Parallels Plesk Billing. The order form, API, and cron users enable these parts of the
system to have the level of access they need to function properly. Do not remove these
administrators.

Viewing Administrators

 To view the list of your administrators:

1 Go to System > System Settings > Admin Settings.
2 Once the page loads, you will see a list of all the administrators you

have created.

34 Setting Up Administrators

Creating New Administrators

You can add any number of Parallels Plesk Billing administrators to your system
according to your specific business needs.

 To add a Parallels Plesk Billing administrator:

1 Go to System > System Settings > Admin Settings > Add New Admin.
2 Fill in the necessary information:

 First Name. The first name of the administrator.
 Last Name. The last name of the administrator.
 E-mail. The e-mail address of the administrator.
 User name. The user name you would like the administrator to have.
 New Password. Enter the password the administrator will use.
 Enter Password Again. Enter the password a second time for verification.
 Theme. If you have a custom theme, you can choose for the administrator to use

it.

 Language. Choose the language you would like Parallels Plesk Billing to appear

in for this administrator. Parallels Plesk Billing will use the language and country
choice to determine which locale best fits this administrator.

 Country. Enter the country in which this administrator resides. This helps

determine the locale to use for the administrator. For example, if you choose
Portuguese, Parallels Plesk Billing can either use the Portuguese locale or the
Brazilian Portuguese locale, depending on where your administrator lives.

 Active. You can activate and deactivate administrator as you need.
 Assigned Admin Groups. You must choose a group to assign this administrator to.

You can create additional administrator groups as needed.

3 Click Add Admin Profile.

The newly added administrator will appear on the Manage Admins page.

Setting Up Administrator Groups

Creating administrator groups allows you to grant specific sets of actions to certain
administrators or groups of administrators. For example, if you have an employee who
will be taking care of billing for you, but who does not need to look at any reports, you
can create an administrator group called billing, add actions to this group relating to
generating and paying invoices, and remove any actions relating to reporting.

 To view the list of existing administrator groups:

1 Go to System > System Settings > Admin Settings > Manage Admin Groups.

Setting Up Administrators 35

2 Once the page loads, you will see the list of all administrator groups in

the system.

 To assign more administrators to a group:

1 Click the Manage Actions control for the group.
2 Add more administrators under Assigned Admins.
3 Here, you can also unassign administrator from a group.

 To edit privileges of administrators in a group:

1 Click the Manage Actions control for the group.
2 Configure privileges in the displayed categories as you want.

Note: If you are not sure what each actions represents in the system, you can use

the built-in recording feature.
To use the recording feature:

1. Click Click to record actions.

2. Go through the system as if you were an administrator in this group. Each page
or feature you use will be recorded. If you do not want an administrator to have
access to a particular page or feature in the system, do not view the page or use
the feature. While the recording feature is turned on, a red spiral icon and the
text stop recording appear to the left of the Dashboard.

3. When you are finished recording the actions for this group, click stop recording.
The page will automatically reload. Scroll down the list of actions and you will
see all the actions that you viewed in the system moved from the Deny list to the
Allow list. You can adjust the actions according to your specific needs by double­clicking the action or using the arrow button.

3 Click Update Action Assignments.

Editing Administrator Profiles

If you need to change any of the settings for one of your administrators, you will follow
a procedure similar to creating an administrator.

 To edit an administrator profile:

1 Go to System > System Settings > Admin Settings.
2 When the page loads, click on the magnifying glass icon in the Actions

column for an administrator whose profile you want to edit.

3 Click Edit.
4 Edit the administrator’s profile accordingly. You will note that the

password fields are empty. Do not put anything in these fields unless
you want to change the password.

5 Click Update Profile.

Configuring Administrator Interface

In this section:

Using the Dashboard ......................................................................................... 36

Using Bookmarks .............................................................................................. 39

Choosing Interface Language ............................................................................ 40

Choosing Interface Theme................................................................................. 40

In this section:

New Customers ................................ ................................................................ . 37

To-Dos............................................................................................................... 37

Using the Dashboard

Each time you log in to Parallels Plesk Billing, you will be taken first to the Dashboard. The
Dashboard allows you access to all parts of the system, and displays important information

about new clients and items that need to be addressed.

New Customers

In this section:

Viewing To-Do Items ......................................................................................... 37

Editing To-Do Items ........................................................................................... 38

Adding To-Do Items ........................................................................................... 38

When a new client signs up through the order form, an entry will appear in the New Customers
area. At this point, the new client’s status in the system is set to Pending while Parallels Plesk
Billing waits for you to approve the account. You have the opportunity to review the account,
and choose to approve the account, cancel it, or mark it as fraud.

Whatever status you choose to assign to the client, their account will remain in Parallels
Plesk Billing. Only approved clients will become active and be able to log into the system. If
you suspect than an account is fraud, you can cancel it in a special way, marking it as fraud
for future reference.

To-Dos

Parallels Plesk Billing is designed for automation. Sometimes, however, the system needs
your assistance. A hosting package may not have provisioned correctly, for example. Or
there may be some trouble with a client’s domain registration. When this happens, Parallels
Plesk Billing will send you a note by creating a To-Do and posting it to the dashboard. You
will want to log in regularly to check for To-Dos.

The purpose of the To-Do list is an automated reminder tool. Each task that you create will be
listed until the action item is completed. For example, a To-Do task can be anything from
reminding yourself to run by the accountant’s office on Thursday to being an internal
reminder to create a website on a control panel because the control panel you are using does
not support automation of that action. Tasks can be assigned to any users in the system.

Viewing To-Do Items

 To view To-Do items:

1 Go to Events > To-Dos.
2 When the page loads you will see the available To-Do items. The list

shows you what is currently due now, 24 hours from now, and 1 week from
now.

From this page you can manage your To-Dos. There is also another way to view your To-Dos
by going to Events > To-Dos > Show All To-Dos.

Editing To-Do Items

 To edit To-Do items:

1 Go to Events > To-Dos > Show All To-Dos.
2 When the page loads, you will see the available To-Do items. Locate the

item you want to edit and click the green pencil icon for it.

3 You can change the title and description, assign it to other administrators

in the system, change the status from Open to Closed, and change the
date due.

Note: If a To-Do item is public, it is seen by all the administrators in the system.

Adding To-Do Items

 To add a To-Do item:

1 Go to Events > To-dos > Add New To-do.
2 Set the following:

 Title. Enter a title for the To-Do you are creating.
 Description. Enter a description for the To-Do you are creating.
 Assigned Admins. Select the administrator you want to assign the To-Do in the drop

down menu.

 Status. Select Open or Closed from the drop down menu.
 Is Public. Is the To-Do available to all administrators? If so, check the box accordingly.
 Date Due. Select the date you want the To-Do to be due.

3 Click Add Todo.

Using Bookmarks

In this section:

Adding a Bookmark ........................................................................................... 39

Managing Bookmarks ........................................................................................ 39

Easily create bookmarks of any page inside the Parallels Plesk Billing system. This allows
you to quickly visit those pages you view the most quickly. Follow the instructions below to
learn how to create bookmarks.

Adding a Bookmark

 To add a bookmark:

1 Go to the page you want to bookmark within the Parallels Plesk Billing

system.

2 In the upper left-hand corner of the page there is a line with Bookmarks

shown. To the left of Bookmarks there is an add icon. Click on that icon to
add the page you are on as a bookmark.

3 A pop-up text field will appear. Enter the name you want to use as a

reference to the page you are setting as a bookmark. Then click Save.

4 When you reload the page you will see your bookmarks listed next to

Bookmarks on every page. At any time you can click on your bookmark links.
The page you chose will load accordingly.

Managing Bookmarks

If you have previously created bookmarks you can close or remove the bookmarks according
to your own personal preference. Each user in the system can have his/her own set of
bookmarks.

 To manage bookmarks:

1 Go to System > System Settings > Admin Settings.
2 Click on the details icon for the user you want to manage bookmarks for in

the Actions column.

3 When the page loads, you have two options:

 clone a bookmark to let another administrator use it
 delete a bookmark

4 Find the bookmark you want to clone or delete and click on the icons

accordingly.

Choosing Interface Language

 To change Parallels Plesk Billing interface language:

1 Enter Your Profile form. You can do it by clicking Profile on the upper bar of

administrator interface, or from the Settings > Admin Settings > Profiles menu.

2 On the profile form select your language from the Language drop-down list.
3 Enter your administrator account’s password in the New Password and Enter

Password Again to confirm the change.

4 Click Update Profile to apply changes.

Choosing Interface Theme

 To change Parallels Plesk Billing interface theme (skin):

1 Enter Your Profile form. You can do it by clicking Profile on the upper bar of

administrator interface, or from the Settings > Admin Settings > Profiles menu.

2 On the profile form select a desired skin from the Theme drop-down list.
3 Enter your administrator account’s password in the New Password and Enter

Password Again to confirm the change.

4 Click Update Profile to apply changes.

In this chapter:

Viewing Module Information .............................................................................. 41

Viewing License Information .............................................................................. 41

Viewing PHP Information ................................................................................... 42

Viewing System Information .............................................................................. 42

Viewing Parallels Plesk Billing Version .............................................................. 42

C H A P T E R 5

Viewing System Settings

Viewing Module Information

To see a list of all the modules available for use with Plesk, click System > Server Settings
> System Info > ModernBill Module Info. Here you will find the modules organized by type.
You will also see displayed the status of the module (whether stable or testing), the
latest version number, the author, and DRM information. A green button in the DRM list
means that your license allows access to the module listed.

Viewing License Information

To view information relating to the license for your Parallels Plesk Billing software, click
System > Server Settings > System Info > ModernBill License Info. Here you will find the
following:

 Parallels Plesk Billing. This will tell you the version number you are running. The build

number is not included here - you can find the build number at the bottom of each
screen.

 Admin UI. The version of the user interface you are using.
 License. This will tell you what kind of license you have, whether a developer’s

license, perpetual license, or recurring license. Note: Developers and perpetual
licenses are no longer available.

 Registered to. This is the company the license is officially registered to.
 Max Clients. Each license has a particular client capacity. This will tell you the

maximum number of non-archived clients you can have in your system before you
need to upgrade to a larger capacity license.

 Renews on. Each month, your system calls out to our licensing server to verify that

your license is still valid. The date listed here lets you know when the next call is
due to occur.

You can also find the license information at the bottom of each screen.

42 Viewing System Settings

Viewing PHP Information

To view PHP information, go to System > Server Settings > System Info > PHP Info.
The PHPinfo script displays detailed information about your php settings. We include

access to this script inside Parallels Plesk Billing to enable you to see clearly which php
Parallels Plesk Billing is using, and what the settings are. Having access to the PHPinfo
script can also be extremely useful for Parallels Plesk Billing support technicians, as
system incompatibilities can be easily identified and suggestions for corrections made.
Disabling the phpinfo function in php will disable this view in Parallels Plesk Billing as
well.

Viewing System Information

Clicking System > Server Settings > System Info > Server Info will provide you with a brief
rundown of your server information:

 Server Information. Here you should see the type of OS and web server you are

running, including version number.

 PHP Information. A brief display of the php version you are running. A full printout of

your phpinfo information can be found here.

 Database Information. This is the version of the database you are using.
 cURL Information. The version of cURL you are using, including SSL information.

This information is cursory, and is not meant to be exhaustive. It functions mainly to
provide our technicians basic information in the event they need to investigate a
problem in your Parallels Plesk Billing.

Viewing Parallels Plesk Billing Version

To view your Parallels Plesk Billing version, go to System > System Settings > Versions.

Note: The versions feature is specific to Parallels Plesk Billing developers only. This
will be relocated and hidden in a future release.

System queue allows you to process all automated items in your Parallels Plesk Billing

In this chapter:

Understanding Events ....................................................................................... 44

Setting Up System Queue ................................................................................. 46

Setting Up the Cron Job .................................................................................... 47

Setting Up IP Queue ......................................................................................... 51

Setting Up Payment Queue ............................................................................... 52

Enabling Auto-Suspend ..................................................................................... 53

C H A P T E R 6

Enabling Parallels Plesk Billing
Automation

system.
Parallels Plesk Billing was designed not only to be a billing system, but to be a billing

automation system. While it is possible to use Parallels Plesk Billing without
automation, it was built with the assumption that users will set up the system to be run,
by and large, automatically.

 Setting up automation requires two main steps:
1 Configuring Parallels Plesk Billing with settings that do not conflict, so

that when various events are run no conflicts occur.

2 Setting up a cron job on your server to run the events themselves.

Note: If you are using a Windows server, you will need to set up an event in your event

manager.

44 Enabling Parallels Plesk Billing Automation

Understanding Events

In this section:

ProcessInvoices ................................................................................................ 45

ProcessPaymentQueue ..................................................................................... 45

ProcessSuspensions ......................................................................................... 45

ProcessUnsuspensions ..................................................................................... 45

ProcessUsage ................................................................................................... 45

ProcessCancellation .......................................................................................... 45

ProcessExpiredCreditCards .............................................................................. 45

ProcessDomainSynchronization ........................................................................ 46

One of the central parts of Parallels Plesk Billing automation system is Events. By
events here we are not referring to events in a Windows system, but events within
Parallels Plesk Billing itself. When Parallels Plesk Billing is initially installed, there are
eight events created by default. These events run some of the important tasks like
generating invoices, suspending clients who do not pay their bills, and charging credit
cards.

In addition to the eight events explained below, Parallels Plesk Billing will also create
events to carry out other actions. These include domain registration and renewals,
provisioning packages, and, if you choose to do so manually, generating invoices and
processing credit cards. Each event, when created, is given a time stamp that tells the
system when the event should be run.

Enabling Parallels Plesk Billing Automation 45

ProcessInvoices

Part of the configuration process involves telling Parallels Plesk Billing how soon before
a package renews you would like the invoice for that package to be generated. Each
day, this event searches through your list of active packages. It finds any that are due
to be invoiced, and generates them. It also sends by e-mail a copy to your clients,
reminding them that another payment is due.

ProcessPaymentQueue

Once Parallels Plesk Billing has generated invoices, it searches the system for invoices
that are both due and set to be paid by a credit card kept on file. It will collect payment
on these invoices, if they meet the criteria you set in your payment queue settings.

ProcessSuspensions

If you are using the auto-suspend rules, this event will run once a day and send notices
to clients with past due bills. It will also create events to suspend accounts that reach
your final threshold.

ProcessUnsuspensions

When a client’s package has been suspended, they still have access to their client
account and can log in and pay their bill. This event runs every 20 minutes, looking for
past due invoices that have been paid. Like ProcessSuspensions, this event will
then create an event to unsuspend the client’s account.

ProcessUsage

If you charge usage fees for some of your products, this event will run daily. It searches
your system for any packages that require usage billing, then contacts the server to pull
this information over to Parallels Plesk Billing for local storage.

ProcessCancellation

When a package is canceled it is marked as such. Packages can either be cancelled
immediately, or at the end of the billing cycle. ProcessCancellation runs once a
day, searching for package that need to be canceled and then carrying out that action.

ProcessExpiredCreditCards

46 Enabling Parallels Plesk Billing Automation

Once a week, this event searches through the database for credit cards that will be
expiring soon. If it finds any, it will e-mail the account holder to which the card is tied,
letting reminding them the card is going to expire soon and asking them to update the
card information to avoid missing a payment.

ProcessDomainSynchronization

This event runs once a week. If you are using the eNom module, it will send a call out
to eNom and update the renewal dates for all domains that are listed in your system as
being registered in eNom.

NOTE: This event does not change the package renewal dates, only the renewal date
listed for the domain in the domain details screen.

Setting Up System Queue

All events, whether they were created by default or by another system process, are
placed into the system queue. Some of the rules that govern how these events carry
out their tasks can be configured in the administrative interface. There are also a small
number of settings in the main configuration file that may affect the way the system
queue is run.

The system queue allows you to:

1 Run any amount of items at a time.
2 Create accounts on any supported control panel.
3 Auto-Suspend/Enable accounts on any supported control panel.
4 Process payments.
5 Process domains.

 To configure System Queue settings:

1 Go to System > Automation Settings > System Queue Settings.
2 Choose the desired options for the displayed fields:

 Type in the number of items you want the system queue to process at a time.

The default value is set to “3.”

 Active clients Run if. To denote when provisioning occurs, choose an option from

the following:

 Customer paid this item’s invoice.
 Client does not have a balance due.
 Even if the invoice has not been paid.
 Do not run these items.

 System Queue Push Minutes: If an event does not pass these run rules it will be

updated to run this many minutes in the future.

Enabling Parallels Plesk Billing Automation 47

Here is an example of settings that work for majority of customers:

In this section:

Step 1. Copy the Remote Access Hash ............................................................. 48

Step 2. Check Your Cron User Permissions ...................................................... 48

Step 3. Set Up Your Crontab to Run runevents.php File.................................... 49

Managing Cron Job in Linux .............................................................................. 50

 Number of System Queue items to run at a time: 3.
 Active clients Run if: Customer paid this item’s invoice.
 New Clients Run if: Do not run these items.
 New Client Domain orders Run if: Do not run these items.
 Domain Active Type: Customer paid this item’s invoice.
 Domain Renewals Run if: Customer paid this item’s invoice.
 Domain/Hosting calls: Run the panel call first.
 System Queue Push Minutes: 15.

3 Click Save Settings.

Setting Up the Cron Job

Note: During Parallels Plesk Billing 6.0 bundle installation or bundle update from
version 5.6 the cron job is set up automatically. Skip this step if you are running the 6.0
bundle version.

The last step in configuring your Parallels Plesk Billing to run with automation is to set
up a cron job on your server (or event, if you’re using Windows). When this job starts, it
will run a script that will sift through the events in your system queue, looking for any
events that are due to be run, and then process them.

The system automatically adds an administrator user called Cron User. This user has a
Remote Access Hash needed to run the System Queue for complete automation.
Follow the steps below to get your cron job setup.

Also, refer to the Cron Job in Linux (on page 50) section for general guidelines on this
matter.

48 Enabling Parallels Plesk Billing Automation

Step 1. Copy the Remote Access Hash

 To copy the hash for your Cron user:

1 Go to System > System Settings > Admin Settings.
2 Find the Cron User record.
3 Click the magnifying glass icon.
4 Copy the Remote Access Hash.
5 Log in to your server using SSH.
6 Open your /path/to/ppb/lib-

billing/include/config/config.php file and paste the Remote
Access Hash as shown below:

$CONF[”remoteAccessHash”] =
“f2ad7647377beb58808b8ffceff5527d4f9d4c1d”;

7 Save the file.

Step 2. Check Your Cron User Permissions

In order for cron and automation to run properly, your cron admin user must be
assigned the permissions needed to run cron.

 To Check Your Cron User Permissions:

1 Go to System > Admin Settings > Admin Settings.
2 Find the Cron User record.
3 Click the pencil icon.
4 In the row Assigned Admin Groups, make sure the cronadmin box is

checked.

5 Click Update Profile to save changes.

Enabling Parallels Plesk Billing Automation 49

Step 3. Set Up Your Crontab to Run runevents.php File

Parallels Plesk Billing requires a single cronjob to start and run the system queue.

 To set up your crontab to run runevents.php file:

1 Log in to your server using SSH.
2 Edit your crontab. To do this, type the following command and press

ENTER:

crontab -e

3 Your entry for Parallels Plesk Billing should follow this format:

*/5 * * * * /path/to/php /path/to/ppb/admin/sbin/runevents.php

The timing you see here sets the cronjob to run every five minutes. It can be
adjusted if you like, but this is recommended.

Note: In order to determine the path to your system’s PHP binary, run the following
command:
# which php

4 Save the file.

50 Enabling Parallels Plesk Billing Automation

Managing Cron Job in Linux

A cron job (run from a cron daemon) is a recurring process that executes commands
at specific dates and times. To schedule such a recurring task, you would edit your
crontab, which lists all recurring processes on your server.

 To add to or edit your crontab file:

1 Log in to your server using SSH.
2 Run:

crontab -e

 To print the contents of your crontab file:

1 Log in to your server using SSH
2 Run:

crontab -l

 To remove your crontab file:

1 Log in to your server using SSH
2 Run:

crontab -r

If the user under which Parallels Plesk Billing is installed does not already have a
crontab file, you can use the commands above to create one.

Crontab Syntax

The crontab command creates a crontab file containing commands and how often cron
should execute them. Each entry in a crontab file consists of six fields, specified in the
following order:

minute 0-59 - the exact minute that the command sequence executes.
hour 0-23 - the hour of the day that the command sequence executes.
day 1-31 - the day of the month that the command sequence executes.
month 1-12 - the month of the year that the command sequence executes.
weekday 0-6 - the day of the week that the command sequence executes. Sunday =

0, Monday = 1, Tuesday = 2, and so forth.
command - the complete command sequence variable that is to be executed.

Each of the patterns from the first five fields may either be an asterisk (*) (meaning all
legal values) or a list of elements separated by commas. An element is either a number
or two numbers separated by a minus sign (meaning an inclusive range. Note that the
specification of days may be made by two fields (day of the month and day of the
week). If both are specified as a list of elements, both are followed. For example:

 MAILTO=[e-mail]
 0 5 * * * /big/dom/xdomain/cgi-bin/scriptname.cgi

Enabling Parallels Plesk Billing Automation 51

The cron daemon would run the program scriptname.cgi in the cgi-bin directory
whenever the hour is “5” and the minute is “0”. In other words, this script would one
once per day at 5:00 AM.

An alternate example is below:

 MAILTO=[e-mail]
 0 0 * * 1 /big/dom/xdomain/cgi-bin/scriptname.cgi

The program would then only run on Mondays and email the results to
[e-mail].

Note: If a cron job specified in your crontab entry produces any error messages when it
runs, they will be reported to you via email.

Setting Up IP Queue

You can use the IP Queue settings to sell Parallels Plesk Panel hosting products that
have dedicated IP addresses.

 To sell Parallels Plesk Panel hosting products with dedicated IP:

1 Add IPs in Parallels Plesk Panel as described in the section Adding

and Removing IP Addresses of Parallels Plesk Control Panel for

Linux/Unix Administrator’s Guide. Select exclusive for IP type.

2 Add a range of exclusive Parallels Plesk Panel IPs to the IP log in

Parallels Plesk Billing:

1. Go to System > Server Settings > Server Groups.

2. Find Parallels Plesk Panel server group and click its ID.

3. Find the line Plesk > IP Queue: 0 and click 0 to enter the List IP Log page.

4. Click Add IP Log.

5. Enter IP range of dedicated IPs you are going to provide with your Parallels
Plesk Panel hosting product.

6. Click Submit.

Also, make sure Dedicated IP option is enabled for the Parallels Plesk Panel hosting
product.

 To check if the Dedicated IP option is enabled:

1 Go to Products > Products > Show Products > Hosting Product.
2 Choose your Parallels Plesk Panel hosting product.
3 Click the Attributes link.
4 Check the box near Dedicated IP in the GENERAL OPTIONS section.

With these IP queue settings each Parallels Plesk Panel hosting package will
use a dedicated IP.

52 Enabling Parallels Plesk Billing Automation

Setting Up Payment Queue

If you are using a top-tier gateway such as authorize.net or bluepay to process
your credit card transactions, the payment queue settings govern how and when
invoices are added to and processed by the event ProcessPaymentQueue.

 To set up a payment queue:

1 Go to System > Payment Settings > Payment Queue.
2 Set the following:

 Payment Queue Action. This determines whether the items in the payment queue

get sent to the gateway as Charge, also called AUTH_CAPTURE, or Authorization
Only, which will require a payment capture at a later point in time. Generally, this
is set to Charge. If you wish to have the gateway just authorize transactions and
collect payment later, then set this to Authenticate Only. Please be aware that if
you do this, you will need to manually capture the funds for all recurring credit
card transactions.

 Process New Invoices. Do you want to process new invoices? If set to No, you will

need to run all new invoices manually.

 Process Declined Transactions. Do you want to process invoices with declined

transactions? If set to Yes, the system will process these invoices according to
the failure retry time set in the file lib-
billing/include/config/config.php. If set to No, Parallels Plesk Billing
will never automatically retry declined invoices. You will have to do this
manually.

 Process Errored Transactions. Do you want to process invoices with errored

transactions? If set to Yes, the system will process these invoices according to
the failure retry time set in the file lib-
billing/include/config/config.php. If set to No, Parallels Plesk Billing
will never automatically retry errored invoices. You will have to do this manually.

 Charge On Due Date Only. Do you want to charge the invoices only on the date

invoices are due? If this is set to Yes, invoices will only be added to the queue on
their due date (the due date for invoices is set in Invoice Settings). If set to No,
invoices will be added to the payment queue after they are created.

 Clear The Payment Queue First. This should be set to Yes. If you do not clear the

payment queue before a new one is generated, then invoices may be run
multiple times.

 Try Lesser Amounts. The feature planned for this setting has not been

implemented yet. Please set to No.

 Enable Advanced Share Editing. This feature allows you to assign several different

billing accounts to pay a single package, and then assign custom “weights” to
each of these. For example, if a client wants to use three credit cards to pay for
one package, and wants to have 75% charged to one card, 20% to another, and
5% to another, you will need to enable this setting to allow this.

 Generate Batch Prior To Due Date (Number of Days). How many days before the due

date do you want to generate the payment queue? A normal value for this is 1.

Enabling Parallels Plesk Billing Automation 53

 Payment Queue Line Item Threshold. How many line items do you want to be run by

the payment queue before the process ends and spawns another one? Because
php has timeout limits for processes, this value helps tell Parallels Plesk Billing
how many items to run in a single process. This helps to prevent your payment
processes from hitting the timeout in php and dying.

3 Click Save Settings.

Enabling Auto-Suspend

 To enable auto-suspend:

1 Go to System > Automation Settings > Auto-Suspend Settings.
2 Set the following:

 Enable Auto-Suspend. To enable auto-suspend settings, select Yes.
 Auto-Suspend First Notice. Set the number of days after the unpaid invoice is due

to send the first notice e-mail.

 Auto-Suspend Second Notice. Set the number of days after the unpaid invoice is

due to send the second notice e-mail.

 Auto-Suspend Third Notice. Set the number of days after the unpaid invoice is due

to send the third notice e-mail.

 Auto-Suspend Clean Notice. Set the number of days after the unpaid invoice is due

to send the clean notice e-mail. This e-mail indicates the package has been
removed from the server completely.

 Enable Auto-Suspend Send Email. Select Yes to enable all e-mails.

3 Click Save settings.

Important: The auto-suspend settings will not be automated until you setup the cron

job. View the Setting Up The Cron Job (on page 47) document to learn more.

Unsuspend/Auto-Enable

If you enable auto-suspend, the Events queue will automatically check suspended
packages every twenty (20) minutes to see if the associated invoice has been paid. If it
has been paid, the system will unsuspend/auto-enable the package.

Gateways are how you accept payment from your clients. Unless you are intending to

In this chapter:

Setting Up Encryption ........................................................................................ 55

Adding Payment Groups ................................................................................... 56

Configuring Gateways ....................................................................................... 56

Using Virtual Terminals ..................................................................................... 59

C H A P T E R 7

Configuring Payment Settings

take all payment via check, you will want to set up at least one gateway to work with
Parallels Plesk Billing, and to do this, you will need to first set up a payment group.

The payment group page is where you configure the Parallels Plesk Billing integration
with the payment gateway modules you intend to use. You can add several gateway
modules to a single payment group, but each must be for the same currency. Further,
each currency must have its own payment group.

By default, Parallels Plesk Billing creates the first payment group for you. Before you
can have Parallels Plesk Billing automate the process of collecting payment from your
clients, you need to add gateway modules to your payment group, and then configure
these gateway modules.

Configuring Payment Settings 55

Setting Up Encryption

If you are intending to use a top-tier gateway and take credit card payments, you must
set up encryption. This is required even if you do not intend to use recurring billing, as
the order process will store the card before it charges it as well. You can use either
passphrase or LEK encryption. If you intend to use automation, you will need to set up
LEK encryption.

 To configure encryption settings:

1 Go to the System > System Settings > Encryption Settings page.
2 Enter agree in the Encryption Agree field.
3 In a separate window or tab, open http://www.pleskbilling.com/ and

log in using your member’s area user name and password.

1. Enter an encryption key of your choice in the text box provided. Be sure to write
this value down, as we have no method to recover this information.

2. Select your four-digit PIN from the four drop down menus.

3. Click the Generate LEK Hash button.

4. When the page loads, the Encryption Hash is generated. Copy the Encryption Hash.

4 Paste the hash into the New Hash text ox.
5 Enter the pin you selected when you created your Encryption Hash in

the LEK Pin field, and then again in the LEK Pin Again field.

6 Set a secret passphrase. It may remain empty if you wish. Enter the

same passphrase into the Passphrase and Confirm fields.

7 Click the Submit Changes button.

56 Configuring Payment Settings

Adding Payment Groups

If you are only collecting payment in a single currency (for example, USD or GBP), then
you can use the default payment group. Please skip to the next section.

 To add a payment group:

1 Go to System > Payment Settings > Payment Groups.
2 Click Add Payment Group in the top, right-hand corner.
3 On the next page, fill in the necessary information:

 Primary Gateway. A primary gateway is your main gateway known as a “real

gateway” such as BluePay, Authorize.net, etc.

 Secondary Gateway. A secondary gateway is a 3rd party gateway such as PayPal,

WorldPay, and 2Checkout. You can have as many secondary gateways as you
want per payment group. For example, you have Payment Group 1. Your
Primary Gateway is BluePay. Then you have two secondary gateways, PayPal
and WorldPay set up.

Note: There can be only one Primary Gateway per Payment Group, but you can
have as many secondary gateways as you need (as long as they are supported) per
Payment Group.

4 Click Add this Payment Group. You will be taken back to the payment

group page, and should be able to see your new payment group.

To add additional gateway modules, click on the green pencil icon for the payment
group itself. From this screen you can also remove a gateway module, change the
payment group name, or change the currency the payment group is associated with.
Once you have added all the needed gateway modules to your payment group, you will
want to configure your gateway modules.

Configuring Gateways

Before you can setup your gateway, make sure you have added it a payment group.

 To configure a gateway:

1 Go to System > Payment Settings > Payment Groups.
2 Click on the id of the Payment Group you added your gateway to in

the Payment Group ID column. Your gateway will appear in a list.

3 Click on the Edit icon in the Actions column next to the gateway label

you want to configure.

4 Fill in the necessary information.
5 Click Save Settings.

Note: For gateway-specific settings, refer to the topics below.

Configuring Payment Settings 57

In this section:

Setting Up Authorize.net .................................................................................... 58

Setting Up PayPal ............................................................................................. 58

58 Configuring Payment Settings

Setting Up Authorize.net

This page provides clarifications on some fields you need to fill in when configuring
Authorize.net.

Authorize.net Login ID. This is the API Login ID that is available from within your
authorize.net account.

Authorize.net Password. This is the API Transaction Key.
Gateway URL. Select Live URL when you want to use your Authorize.net module in a

production environment. Make sure the Gateway Testing mode is set to No in the field
above. If you want to test your Authorize.net module, make sure the Gateway Testing
mode is set to Yes in the field above. Then go to

http://developer.authorize.net/testaccount/ and create a test account. Make sure you

select Test URL for Gateway URL. Use your test account login information.

Setting Up PayPal

This page provides clarifications on some fields you need to fill in when configuring
PayPal.

 ID. [e-mail] (Enter your primary PayPal e-mail address).
 Item Name. Enter a comment or description about your product or service. This will

appear on the customer’s PayPal receipt.

 Return URL. Enter your install URL - https://your_install_dir/
 Cancel URL. Enter your install URL - https://your_install_dir/
 Display Logo. Enter the URL to your display logo. This is the logo that will show up

on the PayPal payment page once they go through the Parallels Plesk Billing
shopping cart. This is a logo you create.

 Submit Image. Enter the URL to your submit image.
 IPN URL. Enter the URL to your IPN. Parallels Plesk Billing automatically enters the

URL to your IPN in the system.

 Subscription Enable. Do you allow PayPal subscriptions (Recurring payments)?
 Paypal Accept Addresses. Enter any PayPal addresses at which you would like to

receive payments, separated either by comma or a new line for each address.
Example: [e-mail], [e-mail],
[e-mail].

Note: Any address listed here must be an active PayPal account.

After you save your PayPal settings, do the following:

1 Go to System > System Settings > Admin Settings.
2 When the page loads, find the OrderForm row in the First Name column.
3 Click on the details icon in the Actions column.
4 Copy the remote access hash string value in the Remote Access Hash

entry.

Configuring Payment Settings 59

5 Log in to your server via SSH.
6 Open the gateway.php file located in the lib-

billing/include/config directory. Line 5 shows the following:

//$CONF[”IPNAccessHash”] =
“451c6dbb1d801828e7470fcdbe25201dbc2633d9”; // same as the
order form users hash.

7 Uncomment the line by removing the two slashes at the start of the

line and enter the remote access hash you copied above. Placing a
valid remote access hash allows for the IPN’s to register with the
system.

8 Save the file.

Note: After you have tested the connection with PayPal, be sure to change Gateway

Testing to No to accept live payments.

Using Virtual Terminals

If your gateway account supports it, you can use Parallels Plesk Billing’s virtual terminal
to connect directly to your gateway account. This can be useful for two main things:

1 Testing your connection during the configuration process
2 Charging a client’s card without having to use Parallels Plesk Billing’s payment

process.

 To use the virtual terminal:
1 Go to System > Payment Settings > Virtual Terminals. The first page asks two

questions:

 Create Income Accounting Entries. If you would like this transaction to create

Income Accounting Entries, please check the box. Generally, you will want to
have this checked. If you are testing, however, you may want to uncheck this, as
the transactions you are putting through the terminal are not for accounting, but
to verify connectivity.

 Gateway. Please choose the gateway you would like to connect to via the virtual

terminal. You will not normally have more than one choice unless you are selling
products in multiple currencies.

2 Click Next.
3 This page acts as the actual terminal. Enter as much information here

as you have access to.

 First Name. Enter the first name of the client to be charged.
 Last Name. Enter the last name of the client to be charged.
 Customer Email. Enter the email address of the client to be charged.
 Customer Address. Enter the client’s billing address.
 Suite. Enter the suite, of applicable.

60 Configuring Payment Settings

 City. Enter the city of the billing address.
 State. Enter the state of the billing address.
 Zip. Enter the zip code of the billing address.
 Customer Country. Enter the country for the billing account.
 Phone. Enter the client’s phone number.
 Fax. Enter the client’s fax number, if applicable.
 Amount Of Payment. Enter the exact amount of the payment to be charged.
 Payment Comments. Enter any comments you want to accompany the payment.

You may want to enter your company name here.

 Payment Type. Enter the payment type here. The virtual terminal will only work

with payment types that are enabled in your gateway account.

 Charge Action. Choose to either authorize this transaction only, or to charge the

card.

 Credit Card. Fill in the credit card information:
 Name on Credit Card. Enter the client’s name as it appears on their credit card.
 Credit Card Type. Enter the credit card type.
 Credit Card Number. Enter the credit card number, with no spaces.
 Expiration Date. Enter the credit card expiration date.
 CVV2 Code. Enter the client’s CVV2 code, if this is required by your gateway.
 Issue Number. If you are using certain debit cards, you must enter this information

(if you do not know what this is, it’s likely you don’t need to use this).

 Start Date. Like the Issue Number, if you are using certain debit cards, you must

enter this information.

4 Click Charge.

Server groups enable you to organize sets of panel modules together, and tie that

In this chapter:

Adding a Server Group ...................................................................................... 62

Adding Panels to a Server Group ...................................................................... 63

C H A P T E R 8

Configuring Hosting Settings

group to a product or products. For example, if you want to sell Plesk hosting, and you
have five Plesk servers, you would create a single server group and add all five panel
modules to that single server group. Then, while setting up your products, you have to
option to tie each product with a server group - for your Plesk hosting products you
would choose the Plesk server group.

You can reach the server group page by going to System > Server Settings > Server
Groups. Each server group can have only one type of control panel. This includes
differences between Plesk for Linux and Plesk for Windows, for example. These are
different panels, working with different kinds of servers, so they must be in different
server groups.

62 Configuring Hosting Settings

Adding a Server Group

By default, your system comes with a server group already created. If you only need
one server group, you can simple configure the default group.

 To add a server group:

1 Go to System > Server Settings > Server Groups.
2 Clicking Add Server Group in the upper right hand corner of the server

groups page.

3 On the second page, enter the name you would like to use for the

server group. This is not something your clients will see, so it can be
whatever is meaningful to you. Then choose the fill type you would
like:

 Add to the Least Full panel. If you choose this fill option, Parallels Plesk Billing will

add the next new account to the panel with the smallest number of accounts.

 Fill panels until full, one by one. This option tells Parallels Plesk Billing that you

want it to fill each panel one at a time, adding accounts to first one server, and
then the next, until each is full.

Note: fill type rules only apply if you have more than one panel module configured
in the server group. Otherwise, Parallels Plesk Billing will just add all new accounts
to the one panel module.

4 Click Add Server Group.

Configuring Hosting Settings 63

Adding Panels to a Server Group

In this section:

Centova Cast .................................................................................................... 64

Cortex ............................................................................................................... 65

cPanel ............................................................................................................... 66

Cube Panel ....................................................................................................... 67

DirectAdmin ....................................................................................................... 68

EMS-Cortex ....................................................................................................... 69

eNomHost ......................................................................................................... 69

Parallels Plesk Panel ......................................................................................... 71

Parallels Pro Control Panel ............................................................................... 72

Once you have created a server group, you should be taken back to the main server
group page. From here, you should see your new server group, with the words Add a
Panel and a drop down menu visible next to it.

 To add a panel to a server group:

1 Choose the panel type you would like to add.
2 Click add.
3 You will be taken to the panel module configuration page.

While many panels are configured similarly, each panel module has at least
slight differences. Please refer to the specific instructions for each panel module
to understand how it must be configured. Here is a list of our panel modules,
linked to each module’s configuration page.

64 Configuring Hosting Settings

Centova Cast

Once the configuration page loads, you have the following options available to you.
Server Name. This is a name used to identify the Centova Cast server and is for your

own reference purposes only.
Enabled. This option allows you to disable or enable Parallels Plesk Billing’s ability to

auto-provision to the server. Please note that hosting accounts already tied to the
server will continue to function regardless of the “enabled” status of the module.

Administrator Password. This is the administrator account’s password through which you
would like to access your Centova Cast server.

Centova Cast URL. This is the fully qualified domain name and path at which Parallels
Plesk Billing will attempt to access your Centova Cast server’s administrator interface
(i.e. http://www.example.com/centovacast/).

Show Server Load. This allows you to enable or disable the Server Load status on your
Server Group Settings page. Some Centova Cast installations do not support this, in

which case you should disable this option.

Configuring Hosting Settings 65

Cortex

Once the configuration page loads, you have the following options available to you.
Server Name. This is a name used to identify the Cortex server and is for your own

reference purposes only.
Enabled. This option allows you to disable or enable Parallels Plesk Billing’s ability to

auto-provision to the server. Please note that hosting accounts already tied to the
server will continue to function regardless of the “enabled” status of the module.

Cortex Username. This is the administrator account’s user name through which you would
like to access your Cortex server.

Cortex Password. This is the administrator account’s password through which you would
like to access your Cortex server.

Cortex URL. This is the domain/IP and port at which Parallels Plesk Billing will attempt to
access your Cortex server’s administrator interface (example:
https://www.mydomain.com:8365).

Cortex IP. This is the IP Address that is sent to customers in the packageInfo e-mails.
Account Name Rule. This is the rule by which Parallels Plesk Billing will create account

user names for your customers in Cortex. Your customers will receive the resulting user
name in their packageInfo e-mail and may log into the Cortex user interface with it.

Prefix or Suffix. This is added to the beginning or end of the order form input user name
only if you are using Add Suffix or User Name Prefix as the Account Name Rule. Any
alphanumeric character is allowed as a prefix/suffix.

Sequence. This is the sequence that will be added to the end of order form input user
names only if you are using Add Sequence as the Account Name Rule. Only numbers are
allowed in this field; whatever is entered will automatically increment by one each time
a new account is created on the Cortex server.

66 Configuring Hosting Settings

cPanel

Once the configuration page loads, you have the following options available to you.
Server Name. This is a name used to identify the cPanel server and is for your own

reference purposes only.
Enabled. This option allows you to disable or enable Parallels Plesk Billing’s ability to

auto-provision to the server. Please note that hosting accounts already tied to the
server will continue to function regardless of the “enabled” status of the module.

Username. This is the administrator account’s username through which you would like to
access your cPanel server.

Host. This is the domain/IP at which Parallels Plesk Billing will attempt to access your
cPanel server’s admin interface (example: cpanel.mydomain.com).

Access Hash. This is the access hash generated from within cPanel that corresponds to
the user name entered above. If they exist, make sure you remove the “------BEGIN
WHM ACCESS KEY------“ and “-------END WHM ACCESS KEY-------“ lines in
your cPanel Access Hash.

Use SSL. This allows you to connect to your cPanel server in SSL mode on port 2087 (if
your cPanel is configured for this).

Account Name Rule. This is the rule by which Parallels Plesk Billing will create account
user names for your customers’ domain names in cPanel. Your customers will receive
the resulting user name in their packageInfo e-mail and may log into the cPanel user
interface with it.

Display a panel login link on the client side? This allows you to display a “panel login” link in
the Parallels Plesk Billing client interface that, when click, will automatically log your
customers into their cPanel account.

Prefix or Suffix. This is added to the beginning or end of the order form input user name
only if you are using Add Suffix or User Name Prefix as the Account Name Rule. Any
alphanumeric character is allowed as a prefix/suffix.

Sequence. This is the sequence that will be added to the end of order form input user
names only if you are using Add Sequence as the Account Name Rule. Only numbers are
allowed in this field; whatever is entered will automatically increment by one each time
a new account is created on the cPanel server.

Configuring Hosting Settings 67

Cube Panel

Once the configuration page loads, you have the following options available to you.
Server Name. This is a name used to identify the Cube Panel server and is for your own

reference purposes only.
Enabled. This option allows you to disable or enable Parallels Plesk Billing’s ability to

auto-provision to the server. Please note that hosting accounts already tied to the
server will continue to function regardless of the “enabled” status of the module.

Cube Panel Username. This is the administrator account’s user name through which you
would like to access your Cube Panel server.

Cube Panel Password. This is the administrator account’s password through which you
would like to access your Cube Panel server.

IP. This is the IP at which Parallels Plesk Billing will attempt to access your Cube Panel
server’s administrator interface.

Show Server Load. This allows you to enable or disable the Server Load status on your
Server Group Settings page. Some Cube Panel installations do not support this, in which

case you should disable this option.
Account Name Rule. This is the rule by which Parallels Plesk Billing will create account

user names for your customers in Cube Panel. Your customers will receive the
resulting user name in their packageInfo e-mail and may log into the Cube Panel user
interface with it.

68 Configuring Hosting Settings

DirectAdmin

Once the configuration page loads, you have the following options available to you.
Server Name. This is a name used to identify the DirectAdmin server and is for your own

reference purposes only.
Enabled. This option allows you to disable or enable Parallels Plesk Billing’s ability to

auto-provision to the server. Please note that hosting accounts already tied to the
server will continue to function regardless of the “enabled” status of the module.

Username. This is the administrator account’s user name through which you would like
to access your DirectAdmin server.

Password. This is the administrator account’s password through which you would like to
access your DirectAdmin server.

URL. This is the domain/IP and port at which Parallels Plesk Billing will attempt to
access your DirectAdmin server’s administrator interface (i.e.
https://www.mydomain.com:2222).

IP. This is the IP Address that is sent to customers in the packageInfo e-mails. It is also
the IP Address to which DirectAdmin will bind the Apache VirtualHost for each created
hosting account.

Show Server Load. This allows you to enable or disable the Server Load status on your
Server Group Settings page. Some DirectAdmin installations do not support this, in which

case you should disable this option.
Account Name Rule. This is the rule by which Parallels Plesk Billing will create account

usernames for your customers’ domain names in DirectAdmin. Your customers will
receive the resulting username in their packageInfo e-mail and may log into the
DirectAdmin user interface with it.

Prefix or Suffix. This is added to the beginning or end of the order form input username
only if you are using Add Suffix or Username Prefix as the Account Name Rule. Any
alphanumeric character is allowed as a prefix/suffix.

Sequence. This is the sequence that will be added to the end of order form input
usernames only if you are using Add Sequence as the Account Name Rule. Only numbers
are allowed in this field; whatever is entered will automatically increment by one each
time a new account is created on the DirectAdmin server.

Configuring Hosting Settings 69

EMS-Cortex

Once the configuration page loads, you have the following options available to you.
Server Name. This is a name used to identify the EMS-Cortex server and is for your own

reference purposes only.
Enabled. This option allows you to disable or enable Parallels Plesk Billing’s ability to

auto-provision to the server. Please note that hosting accounts already tied to the
server will continue to function regardless of the “enabled” status of the module.

Ems Cortex Username. This is the administrator account’s user name through which you
would like to access your EMS-Cortex server.

Ems Cortex Password. This is the administrator account’s password through which you
would like to access your EMS-Cortex server.

Ems Cortex URL. This is the domain at which Parallels Plesk Billing will attempt to access
your EMS-Cortex server’s administrator interface.

Account Name Rule. This is the rule by which Parallels Plesk Billing will create account
user names for your customers in EMS-Cortex. Your customers will receive the
resulting user name in their packageInfo e-mail and may log into the EMS-Cortex user
interface with it.

Prefix or Suffix. This is added to the beginning or end of the order form input user name
only if you are using Add Suffix or Username Prefix as the Account Name Rule. Any
alphanumeric character is allowed as a prefix/suffix.

Sequence. This is the sequence that will be added to the end of order form input user
names only if you are using Add Sequence as the Account Name Rule. Only numbers are
allowed in this field; whatever is entered will automatically increment by one each time
a new account is created on the EMS-Cortex server.

eNomHost

Once the configuration page loads, you have the following options available to you.
Server Name. This is a name used to identify the DirectAdmin server and is for your own

reference purposes only.
Enabled. This option allows you to disable or enable Parallels Plesk Billing’s ability to

auto-provision the eNom Hosting plan. Please note that hosting accounts already tied
to eNom Hosting will continue to function regardless of the “enabled” status of the
module.

User name. This is the eNom Reseller account’s user name through which you would
like to access your eNom Account.

Password. This is the eNom Reseller account’s password through which you would like
to access your eNom Account.

70 Configuring Hosting Settings

Account Name Rule. This is the rule by which Parallels Plesk Billing will create account

user names for your customers’ domain names in eNom. Your customers will receive
the resulting user name in their packageInfo e-mail and may log into the eNom user
interface with it.

Prefix or Suffix. This is added to the beginning or end of the order form input user name
only if you are using Add Suffix or User Name Prefix as the Account Name Rule. Any
alphanumeric character is allowed as a prefix/suffix.

Sequence. This is the sequence that will be added to the end of order form input user
names only if you are using Add Sequence as the Account Name Rule. Only numbers are
allowed in this field; whatever is entered will automatically increment by one each time
a new eNom hosting account is created.

Configuring Hosting Settings 71

Parallels Plesk Panel

Before you can set up your Plesk module, you must have a Server Group (on page 61)
for Parallels Plesk Panel setup. Once you have successfully created a Server Group,
follow the instructions below.

 To set up a Plesk Module:

1 Go to System > Server Settings > Server Groups.
2 Click the + PleskUnix or + PleskWin link.
3 When the page loads, fill in the panel options:

 Server Name. Enter the name you want to call this Plesk server.
 Enabled. Select Yes.
 User name. Enter the user name to the Plesk interface.
 Password. Enter the password to the Plesk interface.
 URL. Enter the URL to the Plesk server.
 IP. Enter the IP to the Plesk server.
 Show Server Level. specify if you want to show the server load level for this Plesk

module.

 Account Name Rule. Select the type of name rule you want to apply to the

username.

 Prefix or Suffix. Enter the prefix/suffix you want to apply to the user name.
 Username Sequence. Enter the numeric value you want to use for the user name

sequence.

 Try to register Plesk Server in SSO. Specify if you want to register this server in a

Single Sign On system.

 Minimum User name Length. Enter the minimum length for the user name.
 Maximum User name Length. Enter the maximum length for the user name.
 Minimum Password Length. Enter the minimum length for the password.
 Maximum Password Length. Enter the maximum length for the password.
 Maximum Server Weight. Enter the maximum server weight for this server.
 Current Number of Accounts. How many accounts are currently on the server?

Enter the number.

 Name server. Specify the name server.
 Name server IP. Specify the IP.

4 Click the Save button.

After setting up your Plesk module, you will be able to configure the Plesk
attributes for each of your products. For more information, view the Appendix A.
Parallels Plesk Panel Attributes (on page 230) document.

72 Configuring Hosting Settings

Parallels Pro Control Panel

Once the configuration page loads, you have the following options available to you.
Server Name. This is a name used to identify the Parallels Pro server and is for your own

reference purposes only.
Enabled. This option allows you to disable or enable Parallels Plesk Billing’s ability to

auto-provision to the server. Please note that hosting accounts already tied to the
server will continue to function regardless of the “enabled” status of the module.

Symbolic Link Append String. This is where you enter the symbolic link appending string. It
is already set to -XYZ by default.

Shared IP. This is the IP address to your Parallels Pro Control Panel server. This is also
the IP Address that is sent to customers in the packageInfo e-mails.

Account Name Rule. This is the rule by which Parallels Plesk Billing will create account
user names for your customers’ domain names in Parallels Pro. Your customers will
receive the resulting user name in their packageInfo e-mail and may log into the
Parallels Pro user interface with it.

Prefix or Suffix. This is added to the beginning or end of the order form input user name
only if you are using Add Suffix or User Name Prefix as the Account Name Rule. Any
alphanumeric character is allowed as a prefix/suffix.

Sequence. This is the sequence that will be added to the end of order form input user
names only if you are using Add Sequence as the Account Name Rule. Only numbers are
allowed in this field; whatever is entered will automatically increment by one each time
a new account is created on the Parallels Pro server.

Once you pressed Save, configure also the following:

1 Create symbolic links to the VirtDomain scripts on the local server,

using the Symbolic Link Append String you entered while editing Parallels
Pro options.

Example:

cd /usr/local/bin
ln -s AddVirtDomain AddVirtDomain-XYZ
ln -s DeleteVirtDomain DeleteVirtDomain-XYZ
ln -s EnableVirtDomain EnableVirtDomain-XYZ
ln -s DisableVirtDomain DisableVirtDomain-XYZ
ln -s EditVirtDomain EditVirtDomain-XYZ
ln -s ListAllVirtDomains ListAllVirtDomains-XYZ,
ln -s DomainExists DomainExists-XYZ,
ln -s AddReseller AddReseller-XYZ

2 Edit the file /etc/sudoers. Add the following lines to the end of the

file, substituting your link names as needed:

Cmnd_Alias ENSIM = /usr/local/bin/AddVirtDomain-XYZ, \
/usr/local/bin/DeleteVirtDomain-XYZ, \
/usr/local/bin/EnableVirtDomain-XYZ, \

Configuring Hosting Settings 73

/usr/local/bin/DisableVirtDomain-XYZ, \
/usr/local/bin/EditVirtDomain-XYZ,
/usr/local/bin/ListAllVirtDomains-XYZ, \
/usr/local/bin/DomainExists-XYZ, \
/usr/local/bin/AddReseller-XYZ
apache ALL=(ALL) NOPASSWD: ENSIM

Make sure that the following, if present, is commented out:

Defaults requiretty

Parallels Plesk Billing supports integration with a variety of domain registration services

In this chapter:

Configuring Registrar Modules .......................................................................... 74

Adding a TLD .................................................................................................... 75

Editing TLDs ...................................................................................................... 76

Setting Up Domain Sync Count ......................................................................... 76

Adding ID Protect as an Add-on for Domains .................................................... 76

C H A P T E R 9

Configuring Domain Settings

(on page 18).
There are two steps in getting your system configured with one or more of the domain

registrar through which you resell and to tie to appropriate TLDs to each of those
registrars:

1 Configure domain registrar modules (on page 74).
2 Assign TLDs (on page 75).

Configuring Registrar Modules

 To edit domain registrar options:

1 Go to System > Domain Settings > Registrar Modules. On this page, you can

see all of the available registrar integrations we provide with Parallels
Plesk Billing.

2 Click the Edit button next to any of the registrars you plan to use and

configure them according to the information on their specific interfaces
later in their document. The most important thing to keep in mind is
that only registrars with Enabled: Yes will be used in your Parallels Plesk
Billing.

Configuring Domain Settings 75

Adding a TLD

 To add a new TLD:

1 Go to Products > TLDs > Add TLD.
2 Fill out the form:

 Name. TLD name. Usually it is the same as Extension, such as eu, com, net, org.

However, if you want domains in the same zone to be charged by another
registrar, you create a new TLD and choose another name for it, for example,
eu2.

 Extension. TLD extension such as eu - must be without a dot!
 Registrar. Choose a domain registration service through which domain

registration in this TLD will be paid.

 Active. Check this box to make this TLD available for domain registration

products.

 Whois Server. The whois server is the server used to verify the status of a

domain. Check with the registrar you are using for the TLD to acquire the correct
whois server.

 Whois Response. When the whois server returns the status of the domain, it

shows the registered or available status. The whois response is specific to the
whois server.

 Auto Search. The auto search feature automatically searches for more than one

type of TLD. For example, if you have .com, .net, .org, .biz and .info set to active
and the Auto Search feature enabled, the system will retrieve any available TLDs
from your active list.

 Is Transferable. Check this box if your domain can be transferred.
 Transfer Type. Select domain transfer type from the options: Code, Fax, Phone, E-

mail.

 Transfer Minimum Term. Set the minimum time for domain transfer
 Minimum Term. Choose minimum term for domain registration.
 Maximum Term. Choose maximum term for domain registration.
 Local Renew Type. Select the domain registration renewal type from the drop-

down menu. Your choices include: Disabled, Auto Renew, ModernBill Renew.

 IDN Support. Check this box if IDN (International Domain Name - non-Latin

characters in domain names) is enabled for this TLD.

 IDN Type. Choose the IDN provider for this TLD (Punycode).
 Remote Lock. Check this box if you want the TLD to be locked (not transferable)

3 Click Add TLD to submit.

76 Configuring Domain Settings

Editing TLDs

In this section:

Step 1. Create a Custom Question ID Protect ................................................... 77

Step 2. Add the ID Protect Option to the Domain Product ................................. 78

 To edit a TLD:
1 Proceed to the list of TLDs: Settings > Products > TLDs > Show TLDs. Or,

you can choose Settings > Domain Settings > Domain TLD Settings.

2 Click the Edit icon in front of a TLD to proceed to the TLD settings form

(see the description for the Adding TLD page).

Click Edit TLD to submit.

Setting Up Domain Sync Count

Each time the ProcessDomainSynchronization (on page 46) cron runs, it synchronizes
the information about domains registered by Enom in Parallels Plesk Billing with Enom.
Domain Sync Count option sets the number of domains whose registration information will
be synchronized with Enom at a time.

 To set Domain Sync Count:

1 Go to System > Domain Settings > Domain Sync Settings.
2 Set a numeric value to the Domain Sync Count field (for example, to 100).
3 Click Save Settings to apply.

Adding ID Protect as an Add-on for
Domains

ID Protect can be offered as add-on for domains. Please note that provisioning this
add-on will only work if you are using a registrar that supports this feature (for example,
eNom).

Perform the steps below to add the ID Protect option to your order form.

Configuring Domain Settings 77

Step 1. Create a Custom Question ID Protect

 To create the custom question:

1 Navigate to System > Order Settings > Custom Attributes.
2 When the page loads, click the button New Generic Attribute.
3 Set the following as given below:

 Setup Internal Values:

 Generic Attribute Key. idProtect
 Generic Question Name. ID Protect

 Setup Display Values:

 Default Question. Do you want ID Protect?
 Default Answer Value. Yes.
 Question Description. ID Protect option.

4 Click Save.

78 Configuring Domain Settings

Step 2. Add the ID Protect Option to the Domain
Product

 To add the ID Protect option to the domain product:

1 Navigate to Products > Domain Registration Product > Details.
2 In the field labeled Add-on Option, select Optional from the drop-down

box.

3 Click Save.
4 Click the Attributes link from the submenu.
5 Click Save Changes.
6 Click the Add-ons link from the submenu.
7 When the page loads, click Create New Add-on for This Product.
8 Set the following accordingly:

Add-on Step 1:

 Panel Attribute to Change. Select Do you want ID Protect?.
 Add-on HTML Display Type. Select Check boxes.
 Add-on Display Label. Type Domain Options or Domain Features.

9 Click Next.
10 Set the following accordingly:

Add-on Step 2:

 Option Display Name. Type ID Protect.
 Option Internal Value(s). Type Yes.
 Question Description. Type ID Protect option.

11 Click Next.
12 Set prices for the ID Protect option and click Next.
13 Click Finish.

The ID Protect option will now be available on your order form.

In this chapter:

Understanding Billing Modes ............................................................................. 79

Setting Up Invoicing .......................................................................................... 82

Configuring Taxes ............................................................................................. 84

Creating Coupons ............................................................................................. 89

Adding Cycle Discounts ..................................................................................... 90

In this section:

Anniversary Billing Mode ................................................................................... 80

Monthly Billing Mode ......................................................................................... 81

C H A P T E R 10

Setting Up Invoices and Billing

Understanding Billing Modes

Parallels Plesk Billing is, at heart, a billing system. Because of this, it’s important to
understand how the billing process works, from beginning to end. There are two main
billing modes in Parallels Plesk Billing: Anniversary Billing Mode and Monthly Billing
Mode. We will outline the aspects of each of these separately, as there are some
important differences between these two choices.

80 Setting Up Invoices and Billing

Anniversary Billing Mode

As the name implies, anniversary billing mode involves billing clients on the anniversary
of the day they signed up for the package. Broadly speaking, this has two major results:

 Having invoice due dates spread throughout the month means that you will have a

steady stream of income. It also means that if there is a problem with billing for any
reason (your server goes down, your gateway is having trouble), only a small
percentage of your clients may be affected. This makes recovering from such
occurrences less painful.

 If you generate invoices every day, clients with multiple packages purchased on

different dates will receive multiple invoices for their purchases. For clients who pay
manually, this may be undesirable. It should not be an issue for clients who pay
automatically.

In addition to the above, it is important to consider scalability. Because anniversary
mode results in a monthly billing workload divided between 28-31 days, you are much
less likely to have problems with race conditions and other server-based limitations as
your company grows. If you intend to have any more than 20 clients, we recommend
that you choose anniversary billing mode.

What to Expect in Anniversary Billing

Knowing what to expect from your billing system can help alleviate a lot of potential
concern and confusion. Here we will walk through the life of a hypothetical client,
focusing specifically on how they will be billed.

Say you have a customer, Alice. Alice would like to order hosting and purchase a
domain name from you. She finds your product listings on the web, and goes through
your order process. This process will create a client record in your Parallels Plesk
Billing for Alice, and add two packages to this account. Let’s assume that Alice chose to
pay for her hosting on a monthly billing cycle, and her domain on a yearly billing cycle,
and that she chose a product called Personal Hosting. We will also assume that you
have Parallels Plesk Billing set to generate invoices ten days before the package is set
to renew.

As part of the order process, the first invoice for of Alice’s packages will be created. No
matter how she chooses to pay, the system will automatically enter the date that each
of these packages renews. Say she signs up on June 15th, 2008. Her hosting package,
which is on a monthly billing cycle, will renew again on July 15th, 2008. Her domain,
which is on a yearly cycle, will renew June 15th, 2009. Because she purchased her
packages on the 15th of the month, these packages will always renew on the 15th.

Now let’s say that Alice has decided to open a small business, and she wants a
separate hosting account for this business’ website. She goes through your order
process again, this time on the 20th of August. She buys your Business Hosting
package. An invoice is automatically generated through the order process for this first
month of hosting. Alice would already have paid for her Personal Hosting on August
15th.

Setting Up Invoices and Billing 81

In September, Alice will get two invoices. She will get an invoice for her Personal
Hosting that will renew on September 15th, and a second invoice for her Business
Hosting, which will renew on September 20th. Now let’s fast forward to May 2009.

By default, Parallels Plesk Billing is set to generate domain renewal invoices 30 days in
advance, rather than the 5-10 days that other package invoices are usually set to be
generated. This is to prevent people from losing their domains. Thirty days provides
enough warning that a client should have time to pay their bill on time, and allow the
renewal to take place. Because of this, Alice will receive three invoices. On May 5th,
Alice will get an invoice for her Personal Hosting package, which renews ten days later,
on May 15th. On May 10th, she will get an invoice for her Business Hosting package,
which renews May 20th. On May 15th, Alice will get an invoice for her domain package,
which renews June 15th.

This may sound like a lot of invoices. Keep in mind that if Alice is paying with a credit
card that she keeps on file, or with PayPal subscriptions (the two most common
payment methods), these payments will be made and logged by Parallels Plesk Billing
without either you or Alice having to do any work. If Alice pays manually, she can write
a single check for all three invoices and mail one payment. You can use the Quick
Manual Payment feature to mark each of her invoices paid.

Monthly Billing Mode

Like anniversary mode, monthly billing mode will invoice your clients on a regular cycle,
usually once a month. Unlike anniversary billing, client packages will all renew on the
first day of the month. Billing your clients once a month has a couple of main features:

 No matter how many packages a client might have, they will receive a single

invoice listing all packages renewing in any given month.

 If you choose to run your billing manually, you can set aside an afternoon to

generate invoices, and a second afternoon to run them through the gateway.

Monthly billing often involves proration. If a client would like to buy a package on the
15th, you can either choose to have that package start on the first of the next month, or
to prorate that first month. Proration adds another level of complexity to your billing,
which can sometimes cause confusion for your potential customers. Because of this,
and the scalability issues mentioned above, we recommend that companies do not use
monthly billing unless they intend to have a small number of clients.

However, it is possible to use monthly billing mode and set your products to not prorate.
This causes these products to behave as if you were in anniversary mode. This is
especially useful for selling items such as SSL certificates and domains. These items
have fixed start and renewal dates determined by outside sources. Proration would
result in package renewal dates that did not match the actual item’s renewal date, and
could cause problems.

What to Expect in Monthly Billing

We have already seen that the typical client’s invoicing will look like in anniversary
mode. Now let us see what this system will look like in monthly mode.

82 Setting Up Invoices and Billing

Meet Alice’s friend Bob. On June 15th, 2008, Bob decides he wants to buy several
packages from you. He buys Personal Hosting on a monthly cycle and a domain on a
yearly cycle. Your Personal Hosting product is set to prorate; your domain product is
not. Let’s assume that you have your proration threshold set to the 15th. This means
anyone who signs up on the 15th or later will pay for the rest of the month they are in,
plus the next month.

As part of the order process, Bob paid the first invoices for these packages. Like
anniversary billing, no matter how Bob pays, his packages will automatically be
updated with their next renewal date. Because Bob’s Personal Hosting package was
set to prorate, his first invoice charged him for the rest of June and the whole month of
July. The domain package was not set to prorate, so he was charged for a full year.

In the end of July, Bob will get another invoice for his Personal Hosting package, due
August 1st. This will cover the whole month of August. Say that Bob decides, after
paying this bill, that he would like to buy a Business Hosting package for his new small
business. On August 5th, Bob goes through your order process again, this time to
purchase Business Hosting. Because the 5th is before your proration threshold of the
15th, Bob will simply pay for the rest of August in this first invoice. In the end of August,
Bob will receive a single invoice. This invoice will carry charges for both the Personal
Hosting and Business Hosting account.

Fast-forward to May of 2009. Bob will again receive an invoice in late April for both the
Personal Hosting and Business Hosting packages. May 15th, Bob will receive a second
invoice, this time for his domain which is set to renew June 15th. Remember, this
package was set not to prorate, so it follows the anniversary billing behavior for
package renewal dates. In the end of May, Bob will again be billed for his two hosting
packages on a single invoice.

Just like in anniversary mode, Bob’s invoices can be set to be paid automatically, with a
credit card kept on file or via third party subscription accounts.

Setting Up Invoicing

You can set up invoicing to support the following:

 Invoice active clients
 Invoice suspended clients
 Invoice active packages
 Invoice suspended packages
 Invoice active domains

Send invoice e-mail notifications The system also allows you to select how you want

to number your invoices such as:

 YEAR-ID, example 2006-1234
 YEAR-SEQ, example: 2006-1
 VATYEAR-SEQ, example 2006-1

Set the sequence of your invoices. For example, you can start with “1” or “1000” or any
number specific to your business needs.

Setting Up Invoices and Billing 83

Invoicing is one of the many features used by Parallels Plesk Billing to create
accounting entries. The basic accounting entries that get created for an invoice are as
follows:

 Income: The amount of money you have coming in from the invoice in reference,

not

 including taxes.
 Taxes Payable: The amount of money that you are going to pay in taxes for the

invoice in reference.

 Accounts Receivable: The amount of money (income + tax) you will receive from

the customer for the invoice in reference.

There are other accounting entries that can be made during invoice creation, but those
are controlled by you. For example, coupon cost. When someone uses a coupon,
Parallels Plesk Billing will keep track of how much the product they purchased WOULD
have cost them had they not used a coupon. The system creates the appropriate
expense entries each time an invoice is created.

In addition to coupon cost, there is product cost. You have the ability to associate
generic accounting entries with each product created. These entries are created each
time a package of that product type is included on an invoice.

 To set up invoicing:

1 Go to System > Invoice & Billing Settings > Invoice Settings.
2 Fill in the necessary information:

 Billing Mode. Choose the billing mode (on page 79) you would like to use.
 Day of month to bill. This is the day of the month that your billing will happen on if

you have the system set to monthly billing mode. Packages will also be prorated
to this day if they are proratable. If not, those packages will be billed for in
anniversary mode only.

 Monthly proration threshold. If you chose monthly billing mode, this date

determines whether the client will pay strictly for the partial month they are in, or
whether they will pay for the rest of the current month and the next full month.

 Invoice Active Clients. Would you like to invoice active clients? Normally, this is

Yes.

 Invoice Suspended Clients. Would you like to invoice suspended clients? Normally,

this is No. Setting it to Yes means that invoices will continue to be generated
indefinitely.

 Invoice Active Packages. Would you like to generate invoices for your active

packages? This is normally Yes.

 Invoice Suspended Packages. Would you like to invoice suspended packages? This

is normally No. Like clients, setting this to yes will tell Parallels Plesk Billing to
generate invoices for these packages indefinitely.

 Send Invoice e-mail notifications. Do you want your clients to get an e-mail letting

them know that their invoice has been generated?

 Invoice Number Template. Choose the format you would like Parallels Plesk Billing

to use for the invoice numbers.

84 Setting Up Invoices and Billing

 Invoice Sequence. You can choose the invoice number that you would like

In this section:

Creating Tax Zones ........................................................................................... 85

Creating Tax Zone Groups ................................................................................ 86

Handling VAT Taxation...................................................................................... 86

Parallels Plesk Billing to start with.

 Invoice Generate Days Before Renew Date. This setting tells Parallels Plesk Billing

how many days before a package is set to renew you would like an invoice to be
generated.

 Domain Invoice Generate Days Before Renew Date. Domain package renewals can be

treated differently than other renewals. Normally, more time is given to domain
renewals, because non-payment can lead to a client losing their domain.

 Invoice Due Days After Generation. How many days after the invoice is generated

would you like it to be due?

 Invoice Line Item Threshold. This number sets the maximum number of line items

per invoice. For example, if you have a client with 102 packages, and this value
is set to 50, the client will get three invoices. Fifty is generally a good value.

3 Click Save Settings.

Configuring Taxes

If you are required to charge taxes for your products, you will need to set them up in
Parallels Plesk Billing. Setting up the tax calculations requires three main steps:
creating tax zones, creating tax zone groups, and tying tax zone groups to your
products.

Setting Up Invoices and Billing 85

Creating Tax Zones

Different countries or even sub-national units where you sell your products may have
different taxes applies. That is why you may need to create several tax zones.
However, if there are no such differences on the territory of your business, one default
tax zone will suffice. Modify the default tax zone according to your needs.

For example, you have a hosting product you are selling to the US and the UK. You will
create a tax zone for each of the different taxes that could apply to your hosting product
depending on the location of your customers.

 To create a tax zone:

1 Go to System > Invoice & Billing Settings > Tax Zones.
2 Click Add Tax Zone in the upper right corner.
3 Set the following:

 Country. Select the country specific to where you want to apply taxes.
 Name. Enter the state or province of where you want this tax to apply. Can be

two character state abbreviation or a combination of a two character state
abbreviation and city.

Note: Enter an asterisk (*) or leave blank to apply to all.

Example: KY or KY-Louisville (When using the city associated with the two
character state abbreviation, the tax zone only applies taxes to the specified
city.)

 Type. Select Percentage or Set Amount from the drop down menu.
 Tax Amount. If you selected Percentage for the Type, enter the percentage value. If

you selected Set Amount for the Type, enter the amount of the tax.

Note: Percentage values get entered as a whole number, not a decimal

number. Ex. 6, not .06

 Description. Enter the description of this tax zone. Your customer will see this

description.

 Tax Zone Active. Select Active from the drop down menu.
 Ledger Account. Select a Ledger Account.
 Tax Zone Groups. Highlight the group(s) that you want this tax zone to be

associated with in the Selectable menu. Double-click or click on the left arrow
button.

4 Click Save.

86 Setting Up Invoices and Billing

Creating Tax Zone Groups

In this section:

Step 1. Create Tax Zones ................................................................................. 87

Step 2. Create VAT Tax Zone Group ................................................................. 87

Step 3. Apply VAT Tax Zone Group to Products................................................ 87

Step 4. Enter Your VAT Number ....................................................................... 87

Step 5. Include VAT Number into Invoice E-mails ............................................. 88

Step 6. Enable VAT Verification ........................................................................ 88

 To create a tax zone group:

1 Go to System > Invoice & Billing Settings > Tax Zones Groups.
2 Click Add Tax Zone Group in the upper right corner.
3 Fill in the necessary information and select tax zones.
4 Click Save.

Now you should be able to choose this tax zone group when setting prices for a
product. This is done by clicking Prices in the chain of links below the product’s
details.

Handling VAT Taxation

To get your system ready for collecting VAT taxes, perform the steps described below.

Setting Up Invoices and Billing 87

Step 1. Create Tax Zones

Each of the different countries that you are going to charge VAT requires their own tax
zone.

For instructions, refer to the section Creating Tax Zones (on page 85).

Step 2. Create VAT Tax Zone Group

For instructions, refer to the section Creating Tax Zones Groups (on page 86).

Step 3. Apply VAT Tax Zone Group to Products

 To apply VAT tax zone group to products:

1 Click Products.
2 When the page loads, find the product you want to require VAT.
3 Click on the details icon in the Actions column for that product.
4 Click the Prices link.
5 When the page loads you will see the Product Variants. Click on the

pricing icon in the Pricing column.

Note: Non-domain hosting products have a single product variant.

6 Select the VAT tax zone group you want to associate with this product

in the Tax Zone Group drop down menu.

7 Click Save Changes.

Note: For domain products the process is slightly different as you may want to

charge VAT for certain TLD’s (.co.uk) and not others (.com). Each TLD that you
have for the domain product will display as a different variant. Edit the pricing of
each variant that you wish to charge VAT for and associate it with the VAT tax zone
group.

8 For each of your products repeat the preceding steps.

Step 4. Enter Your VAT Number

 To enter your VAT number in the system.

1 Go to System > System Settings > Company Settings.
2 When the page loads, enter your VAT number at the bottom in the

Company Tax ID Number text box.

3 Click Save Changes.

88 Setting Up Invoices and Billing

Step 5. Include VAT Number into Invoice E-mails

 To make sure that your VAT number shows up in your invoice e-mails:

1 Go to System > E-mail Settings > E-mail Template Groups.
2 Find all your invoice e-mail templates. Click on the edit icon for a

template.

3 When the page loads, click on the edit icon in the Actions column.
4 Enter the following variable in each template accordingly:

{companyTaxIDNumber}

5 Click Save.

Step 6. Enable VAT Verification

You have the option to have your system verify VAT numbers provided by your clients
at the time of order and apply taxes accordingly. If you do not set this setting it will
charge clients tax regardless of whether they supply a valid VAT number or not.

 To turn on VAT verification:

1 Go to System > Order Settings > Order Form Settings.
2 Click on the edit icon in the Actions column for the order form you want

to verify VAT tax.

3 When the page loads, check the box next to Verify VAT Numbers.
4 Click Save.

Setting Up Invoices and Billing 89

Creating Coupons

You can create coupons for as many billing cycles as you want and/or period of time
that you need specific to any product in your system.

 To create a coupon:

1 Go to Products > Coupons > Add Coupon.
2 Set the following:

 Coupon Code. Enter the name of your coupon.
 Type. Select the type you want to use for your coupon (Percent or Unit).
 Percent. You can set the coupon to be any percentage specific to your needs.
 Unit. You can set a flat amount off of a particular product.
 Discount. Enter either a percentage value or a flat amount value. (MUST be a

numeric value.)

 Comments. Enter any comments you want for this coupon.
 Active. Is the coupon active? Select Yes.
 Start Date. Enter the date you want the coupon to start by selecting the date

options from each drop down menu or click on the “...” button to view the built-in
calendar.

 End Date. By default the End Date is disabled. If the End Date is left disabled, it will

not expire. To enable the End Date setting, click on the check box. Then select
the date options from each drop down menu or click on the “...” button to view
the built-in calendar.

 Number of cycles. Enter the number value for the amount of billing cycles you

want the coupon to be applied.

 Max Count. Enter the maximum number of times the coupon can be used.
 New Signups. Is the coupon specific to new signups only? Check the box if Yes.
 Apply Once Per Order. Click on the check box if you want this coupon to be applied

once per order.

 Order Forms. Select the order forms you want the coupon to be used on from the

available list. Move the order form(s) values from the Selectable list on the right to
the Selected list on the left. You can double-click each order form value or you
can use the arrows at the bottom of each list.

 Products. Select the products you want the coupon to be used on from the

available list. Move the product(s) from the Selectable list on the right to the
Selected list on the left. You can double-click each product or you can use the
arrows at the bottom of each list.

3 Click Add Coupon.

90 Setting Up Invoices and Billing

To view the newly added coupon, visit the Product Details page of a product for
which this coupon is active. Click Miscellaneous Options and find the Product
Coupon Settings section. By default, all coupons are manual. If you want a coupon
to automatically apply to all new orders, enable the Automatic Coupon option by
choosing the coupon in the drop-down box opposite to this option.

Adding Cycle Discounts

In addition to coupons, you can add cycle discounts. The difference between the
coupons and the cycle discounts is that the coupon creates setup price discount for a
fixed number of billing cycles. The cycle discount, on the contrary, is life-long. Besides,
manual coupons can be applied selectively whereas cycle discounts are set for all new
orders.

To add a discount, you first need to add a discount group. A discount group is assigned
to a product and may include discounts for several cycles. When assigning a discount
group to a product, make sure that cycles in the group coincide with those in the
product.

Once this is done, you can add cycle discounts to the group. Then you need to assign
the group to a product.

 To add cycle discounts:

1 Go to Products > Advanced > Cycle Discounts > Add Discount Group.
2 Set the following:

 Discount Group Name. Enter the name of the discount group you are creating.
 Active. Check the box if you want the discount group to be active.

3 Click Add.

Note: To view discount groups in the system, go to Products > Advanced > Cycle

Discounts > Show All.

4 Go to Products > Advanced > Cycle Discounts > Add Discount.
5 Set the following:

 Discount Group. Select the discount group you want to use for this discount from

the drop down menu.

 Active. Check the box if you want this discount to be active.
 Cycle. Select the cycle you want to use for this discount from the drop down

menu.

 Discount Percentage. Enter the percentage you want to use for this discount.

6 Click Add.
7 Now you need to apply the discount group to your products. You can

associate the discount group with as many products as you need. To
apply the discount group to your products, go to the Details page of the
product you want to associate the discount group.

8 Click Prices.

Setting Up Invoices and Billing 91

9 When the page loads, select the discount group from the Cycle Discount

Group drop down menu.

10 Click Save Changes.

E-mails are an integral part of the Parallels Plesk Billing system. They are a large part

In this chapter:

Understanding E-mail Template Variables......................................................... 93

Adding E-mail Template Groups ........................................................................ 108

Setting Up Your Locales .................................................................................... 109

Editing Template Content .................................................................................. 110

Reloading E-mail Templates.............................................................................. 111

Resending Previously Sent E-mails ................................................................... 111

Getting Your System Ready to Send E-mail Messages ..................................... 112

Converting Version 4 E-mail Templates to Version 5 ......................................... 113

Customizing E-mail Templates .......................................................................... 114

C H A P T E R 11

Setting Up E-mails

of what makes it possible to automate: when a client needs information, the system will
generate and send an e-mail automatically, letting clients know if there is something
they need to do or know. Without e-mails, managers would need to do a lot more work
to keep their system up and running.

Parallels Plesk Billing provides an extensive e-mail system that allows you to send e­mails based on locale. There is a set of e-mail actions which are specific to each type
of e-mail group you will use in your system.

Note: E-mail actions are predefined and cannot be modified.

Setting Up E-mails 93

Understanding E-mail Template Variables

In this section:

Package Info E-mail .......................................................................................... 93

Invoice E-mail .................................................................................................... 94

Credit Card Payment ......................................................................................... 96

eCheck Payment ............................................................................................... 97

Bank Draft Payment .......................................................................................... 98

Secondary Gateway Payment ........................................................................... 99

Declined Payment ............................................................................................. 100

Payment Error ................................................................................................... 101

Domain Renewal Notice .................................................................................... 102

Domain Transfer - Success E-mail ................................................................ .... 103

Domain Transfer - Failure E-mail ....................................................................... 104

Credit Card Expiration Notification E-mail .......................................................... 105

Package Suspension E-mails ............................................................................ 106

Package Enable E-mail ..................................................................................... 107

Name

Variable

Your Company Name

{$companyName}

Your Company URL

{$companyURL}

Your Company Address
1

{$companyAddress1}

Your Company Address
2

{$companyAddress2}

Your Company City

{$companyCity}

Your Company State

{$companyState}

Your Company Zip

{$companyZip}

Contact First Name

{$contactFirstName

}

Contact Last Name

{$contactLastName}

Contact Name

{$clientCompany}

Below is a list of e-mail variables organized by the templates in which you can use
them. Please note that these variables are hard coded in the system, and cannot be
changed.

Package Info E-mail

94 Setting Up E-mails

Contact Address 1

{$contactAddress1}

Contact Address 2

{$contactAddress2}

Contact City

{$contactCity}

Contact State

{$contactState}

Contact Zip

{$contactZip}

Package Name

{$packageName}

Package Price

{$packagePrice}

Package IP

{$packageIP}

Package User Name

{$packageUsername}

Package Password

{$packagePassword}

Domain Name

{$domainSLD}

Domain TLD

{$domainTLD}
Nameserver 1

{$nameserver1}

Nameserver 1 IP

{$nameserver1IP}

Nameserver 2

{$nameserver2}

Nameserver 2 IP

{$nameserver2IP}

Nameserver 3

{$nameserver3}

Nameserver 3 IP

{$nameserver3IP}

Nameserver 4

{$nameserver4}

Nameserver 4 IP

{$nameserver4IP}

Contact Client URL

{$companyClientURL

}

Contact User Name

{$contactUsername}

Date

{$currentDateTime}

Name

Variable

Your Company Name

{$companyName}

Your Company URL

{$companyURL}

Invoice E-mail

Setting Up E-mails 95

Your Company Address
1

{$companyAddress1}

Your Company Address
2

{$companyAddress2}

Your Company City

{$companyCity}

Your Company State

{$companyState}

Your Company Zip

{$companyZip}

Contact First Name

{$contactFirstName}

Contact Last Name

{$contactLastName}

Contact Name

{$clientCompany}

Contact Address 1

{$contactAddress1}

Contact Address 2

{$contactAddress2}

Contact City

{$contactCity}

Contact State

{$contactState}

Contact Zip

{$contactZip}

Invoice Number

{$invoiceNumber}

Invoice Date Entered

{$invoiceDateEntered}

Loop Line Items
BEGINNING

{loop=lineItems}

Line Item Comments

{$lineItem.packageCommen

ts}

Line Item Quantity

{$lineItemQuantity}

Line Item Description

{$lineItemDescription}

Line Item Price Amount

{$lineItemPriceAmount}

Line Item Discount
Amount

{$lineItemDiscountAmount

}

Line Item Tax Amount

{$lineItemTaxAmount}

Line Item Total Amount

{$lineItemTotalAmount}

Loop Line Items END

{/loop}

Invoice Amount

{$invoiceAmount}

Invoice Date Due

{$invoiceDateDue}

Invoice Comments

{$invoiceComments}

Date

{$currentDateTime}

96 Setting Up E-mails

Name

Variable

Your Company Name

{$companyName}

Your Company URL

{$companyURL}

Your Company Address
1

{$companyAddress1}

Your Company Address
2

{$companyAddress2}

Your Company City

{$companyCity}

Your Company State

{$companyState}

Your Company Zip

{$companyZip}

Contact First Name

{$contactFirstName}

Contact Last Name

{$contactLastName}

Contact Name

{$clientCompany}

Contact Address 1

{$contactAddress1}

Contact Address 2

{$contactAddress2}

Contact City

{$contactCity}

Contact State

{$contactState}

Contact Zip

{$contactZip}

Invoice Number

{$invoiceNumber}

Invoice Amount

{$invoiceAmount}

Credit Card Type

{$billingCardType}

Credit Card Number

{$billingAccountNumLastFo

ur}

Transaction Date/Time

{$transactionDateCreated}

Transaction ID

{$transactionCode}

Auth Return

{$authReturn}
Auth Code

{$authCode}

Credit Card Payment

Setting Up E-mails 97

AVS Code

{$avsCode}

Transaction Amount

{$transactionAmount}

Notes

{$transactionNotes}

Date

{$currentDateTime}

Name

Variable

Your Company Name

{$companyName}

Your Company URL

{$companyURL}

Your Company Address
1

{$companyAddress1}

Your Company Address
2

{$companyAddress2}

Your Company City

{$companyCity}

Your Company State

{$companyState}

Your Company Zip

{$companyZip}

Contact First Name

{$contactFirstName}

Contact Last Name

{$contactLastName}

Contact Name

{$clientCompany}

Contact Address 1

{$contactAddress1}

Contact Address 2

{$contactAddress2}

Contact City

{$contactCity}

Contact State

{$contactState}

Contact Zip

{$contactZip}

Invoice Number

{$invoiceNumber}

Invoice Amount

{$invoiceAmount}

Bank Name

{$billingBankName}

Bank ABA Code

{$billingBankAbaCode}

eCheck Payment

98 Setting Up E-mails

Bank Account Number

{$billingAccountNumLastFo

ur}

Transaction Date/Time

{$transactionDateCreated}

Transaction ID

{$transactionCode}

Auth Return

{$authReturn}

Auth Code

{$authCode}

AVS Code

{$avsCode}

Transaction Amount

{$transactionAmount}

Notes

{$transactionNotes}

Date

{$currentDateTime}

Name

Variable

Your Company Name

{$companyName}

Your Company URL

{$companyURL}

Your Company Address
1

{$companyAddress1}

Your Company Address
2

{$companyAddress2}

Your Company City

{$companyCity}

Your Company State

{$companyState}

Your Company Zip

{$companyZip}

Contact First Name

{$contactFirstName}

Contact Last Name

{$contactLastName}

Contact Name

{$clientCompany}

Contact Address 1

{$contactAddress1}

Contact Address 2

{$contactAddress2}

Contact City

{$contactCity}

Contact State

{$contactState}

Contact Zip

{$contactZip}

Bank Draft Payment

Setting Up E-mails 99

Invoice Number

{$invoiceNumber}

Invoice Amount

{$invoiceAmount}

Bank Name

{$billingBankName}

Bank ABA Code

{$billingBankAbaCode}

Bank Account Number

{$billingAccountNumLastFo

ur}

Transaction Date/Time

{$transactionDateCreated}

Transaction ID

{$transactionCode}

Auth Return

{$authReturn}

Auth Code

{$authCode}

AVS Code

{$avsCode}

Transaction Amount

{$transactionAmount}

Notes

{$transactionNotes}

Date

{$currentDateTime}

Name

Variable

Your Company Name

{$companyName}

Your Company URL

{$companyURL}

Your Company Address
1

{$companyAddress1}

Your Company Address
2

{$companyAddress2}

Your Company City

{$companyCity}

Your Company State

{$companyState}

Your Company Zip

{$companyZip}

Contact First Name

{$contactFirstName}

Contact Last Name

{$contactLastName}

Contact Name

{$clientCompany}

Contact Address 1

{$contactAddress1}

Secondary Gateway Payment

100 Setting Up E-mails

Contact Address 2

{$contactAddress2}

Contact City

{$contactCity}

Contact State

{$contactState}

Contact Zip

{$contactZip}

Gateway Name

{$gatewayName}

Transaction Date/Time

{$transactionDateCreated}

Transaction ID

{$transactionCode}

Auth Return

{$authReturn}

Auth Code

{$authCode}

AVS Code

{$avsCode}

Transaction Amount

{$transactionAmount}

Notes

{$transactionNotes}

Date

{$currentDateTime}

Name

Variable

Your Company Name

{$companyName}

Your Company URL

{$companyURL}

Your Company Address
1

$companyAddress1}

Your Company Address
2

{$companyAddress2}

Your Company City

{$companyCity}

Your Company State

{$companyState}

Your Company Zip

{$companyZip}

Contact First Name

{$contactFirstName}

Contact Last Name

{$contactLastName}

Contact Name

{$clientCompany}

Contact Address 1

{$contactAddress1}

Declined Payment