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Intronis Partner Toolkit

Configuring Billing Plans

When deciding what to charge your clients, the price you choose to bill for specific products (storage, licenses, etc...) can be formalized and saved in a billing plan.  Once you have configured a billing plan, you can apply that plan to multiple accounts, saving you from having to set up billing plans for each individual client.

 

Directions


  1. Log into the management portal, go to the Preferences tab and click on Configure Billing Plans.

  2. To add a new billing plan for a client account, click on the Add Package Plan button.  To add a new billing plan for a subpartner, click on Add Account Plan.  To edit an existing plan, click on the plan in the Plane Name column.

  3. Fill in the prices for each item of the billing plan, then hit Create Plan or Update Plan to save your changes.

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