How to create an Billing Profile from Project

When you set up a business, one of your first tasks is deciding how to collect money from your customers. The Billing Profile system in Fortix enables you to set up the way you charge each customer for your products and services and records their preferred way of settling their accounts.

This article explains how to create a Billing Profile from a Project in Fortix.

Navigate to the Project List View and find the Project where the Billing Profile needs to be created. Click the Down Arrow in the Action tab and select Edit Project.

Projects - Profile Fortix - Google Chrome

The EDIT PROJECT form opens. Click the more menu option on the right-hand corner. Select Create Billing Profile.

Projects - Edit Project #4 - Profile Fortix - Google Chrome

The ADD NEW BILLING PROFILE form opens. Click Yes to enable automatic billing.

Projects - Edit Project #4 - Profile Fortix - Google Chrome

Complete the form with the billing information. You are able to set-up Reoccuring Billing like a membership or subscription. Click the Add New Item plus sign.

Projects - Edit Project #4 - Profile Fortix - Google Chrome

Complete the Schedule of the Reoccurring Billing information. Click SAVE to commit the changes to the system.

Projects - Edit Project #4 - Profile Fortix - Google Chrome

Navigate to the Billing Profiles list view. Click on the ID to edit the billing information.

Billing Profiles - Profile Fortix - Google Chrome

The BILLING PROFILES edit form opens. You are able to add additional information to the Billing Profile. Click SAVE when done.

Billing Profiles - Profile Fortix - Google Chrome

 If you have questions regarding this feature, drop us a line on support@fortix.systems.You can access more helpful articles here.