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Log in to system
Click 'Setup Tab' on top right corner. The setup tab houses all the configuration locations for email, ticketing system, packages and services etc.
1. Add Countries (add countries and states as needed)
2. Configure email settings by clicking 'Email Settings' link. This represents your outgoing mail server
configuration (SMTP). Detail in Email Settings Configuration
3. Configure your ticketing system. You'll want to set up ticket groups, ticket categories and so on,
detailed here: Ticket Overview & Emailing Definitions
4. Configure your credit card processor and associated card types, detailed here are the compatible
gateways and config: Credit Card Payment Processing Using iBIZ
5. Configure your tax rates and then your tax codes as required, Configuring Taxes and Applying Them to Accounts and Services
6. Configure your bill groups, detailed here: Bill Group Configuration
a. Invoice Template - a template should be setup, company name changed as needed for this owner
in the template and it should be assigned to the bill group
7. Configure a bill run, detailed here: How to Setup and Run Billing
8. Configure credit rating if needed, detailed here: How to Configure Credit Ratings and Payment
Terms
9. Add packages and services. A walkthrough of setting up service and package can be found.
here: Setting up Packages and ServicesSetup Services
Setup Packages
Add the services to packages
Add any components such as discounts or contacts to the newly setup Packages. Options available are listed here: Package & Overview Components Listing
At this point, your base configuration is complete and you can proceed to adding your first customer account and adding a package to that account to start billing. Detail on adding an account and packages can be found here: Adding Accounts and Sub Accounts & Managing Packages – Adding / Updating / Canceling