How to set billing?

Created by CHIP Merchant Service, Modified on Wed, 31 May 2023 at 03:19 PM by CHIP Merchant Service

Billing is the feature where you can send bills to people asking them to pay for the products or services.

You can send a one-time bill or set up a subscription. 'Set up a subscription' billing are often used when you have customers who consistently purchase on a daily, weekly or monthly basis and you are required to send invoice to them over and over.

This feature is beneficial if the products or services remain consistent for every order or services.

For example:

Renting fee
Monthly / yearly contracts
Maintenance services

Step by step guide:

Step 1: Create a Billing template

Step 2: Send the bill

Step 3: Trace your transaction

Step 4: Others

Step 1: Create a Billing template

Login to https://gate.chip-in.asia/login.
At the top left corner, select 'Billing'.
Under 'Settings', create your template name.
Send a one-time invoice or set up a subscription.
If you choose the latter, the invoice will be automatically sent to your customer via email based on the subscription period you have set.
Go to 'Invoice'. If you have multiple brands, please select your 'Brand name'.

Note: Your brand name will be displayed on the customers’ invoice.

You can include various fields in your billing template to request details from your customer.
Add your 'products'.
Under 'Clients', please add your client information.

If you have set a subscription, you will be able to see the date of the previous invoice being issued and when will be the next invoice.

Step 2: Send the Bill

Submit your clients details and email address. Email address is compulsory.

Please ensure that you have selected 'Resume' button beside the template name. You can pause the template anytime.

Step 3: Trace your transaction

You can view all transaction from your CHIP Merchant Portal --> under 'Feed'.

To refund transaction, visit our guide at <How to refund customers>

Others

You can resume or launch your Billing anytime.