https://docs.snapbill.com/ 2026-04-21T04:37:45+0000 https://docs.snapbill.com/ https://docs.snapbill.com/lib/tpl/snapdocs/images/favicon.ico text/html 2014-11-06T13:12:09+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/add_banking_details?rev=1415279529&do=diff Add Banking Details You will need to set payment methods accordingly on each clients account and add their banking details to the system should you wish to debit your client. Make sure that you have already setup your Payment Method on in your Setup Menu so that they are available for selection on each account. text/html 2014-11-04T13:25:33+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/add_client?rev=1415107533&do=diff Add Client Clients > Add Client New Client Details Functions Sub-Functions Description First Name Surname Email Address All correspondence on the account will be sent to this email address as well as any other contacts added to the profile. Cellphone Number text/html 2014-11-11T08:32:40+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/add_contact?rev=1415694760&do=diff Adding a Contact After adding a new client you can now go to their profile and scroll down to the Contacts table >“Add Another”, these contacts will be copied in on all correspondence on the account. This is inclusive of all emails, invoices, quotations, cancellations, payment notifications and payment requests. text/html 2014-11-09T14:56:20+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/add_services?rev=1415544980&do=diff Adding a Service Setup > Services > Add Service SnapBill lets you setup service packages to add to customer accounts. Service packages tell SnapBill when to make and send invoices, for what amount and for which of your services or products. Create a service * Go to Setup > Services > “Add Service” in the left navigation menu. text/html 2014-11-07T18:34:51+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/add_user?rev=1415385291&do=diff Adding a User You can provide your clients with access to our Client Area via the “User” table on their profiles. By clicking “add” you will now configure the User details and Login Details for the client, you can also select to have this automatically emailed to the client. text/html 2014-11-04T10:58:12+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/add_users?rev=1415098692&do=diff Adding an Account User Setup > Users > Add Function Sub-Functions User Details Name Email Address Type Permission Group Login Details Username Password text/html 2014-11-07T18:40:44+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/adding_an_expiry_date_service_rule?rev=1415385644&do=diff Adding an Expiry Date Service Rule Users are able to to set expiry dates to services/packages. This is convenient for contract based packages i.e mobile phone contracts/rental agreements or even a debt with a certain lifespan i.e loans. Activate the rule on your account text/html 2014-10-28T11:55:41+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/adding_an_opening_balance_to_a_client?rev=1414497341&do=diff Adding an opening balance to a client’s account This is applicable for continuity when transferring existing client’s from an old management system to SnapBill. Add an opening balance: * Go to the client’s account in SnapBill * Click the Modify button at the top of the Client Details table text/html 2014-10-27T09:30:51+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/advanced_tools?rev=1414402251&do=diff Advanced Tools Client Profile > Left Orange Menu > Advanced Tools Merge Clients Merge or combine two separate client accounts into one. All the services you select on one account will be moved over to the other account. If you select all services or the account only has one/no service the account you are merging from will be deleted. text/html 2014-11-08T20:00:57+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/applying_partial_payments?rev=1415476857&do=diff Applying Partial Payments The following procedure can be followed to apply a partial payment to an invoice: * Apply the payment without marking any invoices as paid. * In the reference box on the Process Payments screen add the invoice number the payment is in reference too to link the two. text/html 2014-11-05T12:23:01+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/bank_statements?rev=1415190181&do=diff Bank Statements Import Our import bank statement application, allows users with bank accounts at supported banks (First National Bank, Standard Bank and Nedbank)to upload account statements to SnapBill and process payments directly and in bulk. To enable this feature go to: text/html 2014-11-05T09:43:17+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/batch_generation_additional_options?rev=1415180597&do=diff Batch Generation Additional Options Setup > Apps App Functions: Function Automatically skip invoices with different payment methods. Add all clients to a single batch independent of their configured payment method. Add all invoices independent of the clients selected payment method. text/html 2014-10-29T13:27:47+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/billing?rev=1414589267&do=diff Billing Area Create an Invoice Bank Statements Import Processing Many Payments Past Due Warnings Manage Debit Batches Manage Expenses Imports See Also: Supported Payment Methods text/html 2015-09-15T09:21:37+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/billing_for_subscription_boxes?rev=1442308897&do=diff Billing for Subscription Boxes SnapBill is the perfect tool to automate your subscription box billing. We facilitate the recurring payments from bank account via debit order as well as most common credit and debit cards. With SnapBill you can easily manage: text/html 2014-11-04T08:57:52+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/branding?rev=1415091472&do=diff Invoice Design Setup > General > Branding Function Sub-Functions Description Update Logo This logo will appear on all invoicing templates (credit notes/statements/quotations) as well as in the client area/signup area. Colour Theme text/html 2014-11-08T14:47:37+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/bulk_capture_forms?rev=1415458057&do=diff Bulk Capture Forms Enterprise SnapBill users may choose to have a custom branded bulk capture interface added to their account, this will allow for the adding-on of client, service and billing data in a single step. This is particularly useful for Call Center’s. It allows agents to capture sales information & having it immediately saved to SnapBill, issuing the appropriate invoice and setting the client to be billed accordingly. text/html 2014-11-04T11:50:32+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/bulk_sms?rev=1415101832&do=diff Configure Text Messaging Service Bulk SMS Setup > Messaging > Text Messages Username Password BulkSMS Provider Sender SnapBill SMS SnapBill has it's own SMS module which allows you to send text messages using our delivery system which has cheaper rates than many other sms providers. Contact us should you be interested in this option. text/html 2014-11-04T14:26:58+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/change_state?rev=1415111218&do=diff Change State Available states: Functions Sub-Functions Description Inactive New clients loaded who have not yet been invoiced. This state will automatically change to active once an invoice has been issued. (Search parameter state:inactive). text/html 2014-10-28T06:52:59+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/client_actions_table?rev=1414479179&do=diff Client Actions Table The actions table is a history log of all actions performed on the particular client and by whom. This is useful and efficient for auditing purposes. Functions Sub-Functions Description Date (Default) Timestamp, ensure that your location is correctly set to get an accurate time under text/html 2014-10-24T20:53:08+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/client_area?rev=1414183988&do=diff Client Area The Client Area is an external login portal that you can provide to your clients. Clients will be able to make use of these functions: Functions Sub-Functions Description My Account Invoices View current/past Invoices text/html 2014-10-22T13:24:57+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/client_files?rev=1413984297&do=diff Client Files Setup > Apps App functions Function Sub-Functions Description Additional File storage for each client i.e mandates/voice mandates/signed documentation etc. All files available for free download text/html 2014-11-06T13:11:42+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/clients?rev=1415279502&do=diff Clients Adding Clients Add Client Add Banking Details Adding a Contact Adding a User Add File Comments Process Payment via Client Profile Change State Advanced Tools Client Actions Table Custom Field Editor for Client Invoice Center Invoice Quote/Proforma Credit Recurring Invoice Creating a Draft text/html 2014-11-16T07:05:18+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/code_samples?rev=1416121518&do=diff Code Samples We will be adding some code samples shortly. Should you require assistance please contact us via email. Learn more about making requests to our API via our developers section. text/html 2014-11-07T18:46:24+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/comments?rev=1415385984&do=diff Comments Save comments on your clients account to keep a history of any specific changes or notes. These are really helpful if for example a client is unable to make payment currently and one of your agents arrange a payment agreement with the client, when any other user checks the profile they will then be able to see this. text/html 2014-11-03T14:07:16+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/commission_calculation_client_referrals?rev=1415023636&do=diff Multi-level Marketing Commission Calculation (Client Referrals) Function Sub-Functions Description Calculate multi-tier commissions in a system where your clients can refer each other Client to Client referral basis. text/html 2014-11-14T09:26:23+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/commission_calculation_staff?rev=1415957183&do=diff Commission Calculation (Staff/Agents) Function Sub-Functions Description Link up office and staff codes to each client This makes referencing of commission easy Summarise exactly who brought in paying clients text/html 2014-11-14T09:32:39+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/corporate_profile?rev=1415957559&do=diff SnapBill Corporate Profile SnapBill is a recurring billing system that allows you to easily sell your services online. SnapBill is designed for businesses that require a powerful and fully customisable billing solution with payment collection facilities. text/html 2014-11-07T20:36:52+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/create_an_invoice?rev=1415392612&do=diff Create an Invoice Billing > Create an Invoice > Invoice Add charge to New Client Capture client's details and configure invoice information in the Invoice editor. Existing Client Select an existing client and capture the invoice details in the Invoice Editor Invoice Editor Settings text/html 2014-11-05T12:17:23+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/credit_note?rev=1415189843&do=diff Credit Credit Note Editor Functions Sub-Functions Description Description Line item can be defined here. Unit Cost Cost per unit. Quantity Number of units Line Total Cost X quantity = line total Add New Line Item Adding an additional line / another specific charge. text/html 2014-11-04T09:54:20+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/currencies?rev=1415094860&do=diff Enable New Currency Setup > Billing > Currencies Function Sub-Functions Description Current Enabled Currencies (disable) Enable/Disable All currently enabled currencies. New Currency Choice (enable) Enable This is a list of most currencies available. text/html 2014-11-04T13:00:37+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/custom_field_editor_for_packages?rev=1415106037&do=diff Custom Field Editor for Packages Setup > Services > Select Service > Custom Fields Setup Custom Fields for data that you may require for when a client signs up for one of your packages. I.e Running a delivery type of service you may want clients to allocate which regions they are in, you can then create a custom drop down field with the options presented. text/html 2014-11-04T09:30:22+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/custom_fields?rev=1415093422&do=diff Custom Field Editor for Client Setup > General > Custom Fields Add your own custom fields to store special data on client accounts. These custom fields are displayed in the Invoice Center and client details table of your client’s account. Adding a custom field for a client text/html 2014-10-07T14:16:59+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/custom_fields_for_invoices?rev=1412691419&do=diff SnapBill allows you to create and send custom branded invoices to your clients. The SnapBill invoice template includes standard fields that contain details that are required to appear on your invoices: * A. The sender’s name and address * B. The recipients name and address text/html 2014-11-14T07:26:30+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/debit_batch_settings?rev=1415949990&do=diff Debit Batch Settings Setup > Billing > Debit Batch Settings Functions to set: Debit Settings * Debit Order Mandate text/html 2015-02-25T13:50:10+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/discount_a_service?rev=1424872210&do=diff Discount a Service Discounting a service line item is an advanced feature whereby we allow a rule to be setup which may apply a discount setup, renewal or prorata invoice line to any service invoice if specified under a service or a client wide custom field. text/html 2014-10-28T12:08:54+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/drafts?rev=1414498134&do=diff Creating a Draft SnapBill allows you to create and send quotes and invoices. While you edit these (before converting them to a quote or an invoice) you can save them as drafts. Drafts are easily edited, can be saved indefinitely and will never be sent out to clients automatically. text/html 2014-11-04T11:46:08+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/email_options?rev=1415101568&do=diff Email System Setup Setup > Messaging > Emails Function Sub-Functions Description Outgoing Email Delay The outgoing email delay gives you a bit of time to catch mistakes and undo sending emails. Once an email has been delivered from our server, there is no way of 'un-delivering' the message. text/html 2014-11-04T13:17:02+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/expenses?rev=1415107022&do=diff Expenses Setup > Apps If you're processing your bank statements through SnapBill, it is useful to be able to easily categorise expenses at the same time. Function Categorise expenses together with your normal payments. Reports available to export. text/html 2014-11-05T14:09:36+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/getting_started?rev=1415196576&do=diff Getting Started If you are starting out with SnapBill, we recommend that you follow these guides to setup your account: General Setup: Invoicing and Branding Invoice Design Invoicing Options Adding new Clients Add Client Adding a Contact Adding a User Setting Payment Methods Payment Method Supported Payment Methods Setting Up Tax Rules Taxes Services, Charges and Recurring Billing text/html 2014-11-03T14:08:06+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/import_bank_statement?rev=1415023686&do=diff Import Bank Statements Setup > Apps The 'Read bank statement' menu will appear under the billing menu once this is enabled. Function Sub-Functions Description Capture payments received via EFT Simply use a CSV file format of your Bank Statement text/html 2022-11-15T07:57:08+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/import_templates?rev=1668499028&do=diff Import Templates Import Type Description Balance Importer Template Import and update a clients balance, this will reflect as a credit on the clients profile. New Client Importer Template Load all new clients and their data. Client Update Importer Template Update any existing client data. Invoice Importer Template Import invoices to your clients, remember that if a invoice number is not specified then SnapBill will auto generate a number following the last number used. text/html 2014-11-05T12:28:59+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/imports?rev=1415190539&do=diff Imports SnapBill allows users the ability to bulk import certain data types into the system using .CSV excel sheets. Upload an import Go to Billing > Imports > Upload File Select the import type i.e Client-New and as well as the .CSV file. Match the column data types. Import Templates text/html 2014-11-05T12:08:27+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/invoice?rev=1415189307&do=diff Invoice Invoice Editor Functions Sub-Functions Description Description The line item can be defined here. Unit Cost Cost per unit. Quantity Number of units. Line Total Cost X quantity = line total Add New Line Item Adding an additional line / another specific charge. text/html 2014-10-24T14:48:56+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/invoice_items?rev=1414162136&do=diff Invoice Items Setup > Apps A new column will be added to all invoices and quotes sent under your account called “Item”. Function Sub-Functions Description Group line items based on categories Group line items based on departments text/html 2014-11-04T09:33:05+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/invoicing?rev=1415093585&do=diff Invoicing Options Setup > Billing > Invoicing Function Sub-Functions Description Next Invoice Number This will be the next invoice number used you may also want to use {client}/(Invoice Number)to quote the client number first. Next Client Number text/html 2015-11-24T08:51:01+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/manage_debit_batches?rev=1448355061&do=diff Manage Debit Batches Billing > Manage Debit batches You are required to have an account with a bank, bureau or payment gateway that supports the submission of debit batches for your country and currency. Once you have your account setup with your gateway, go to Setup > Billing > Payment Methods and activate your gateway. text/html 2014-11-05T12:28:26+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/manage_expenses?rev=1415190506&do=diff Manage Expenses Billing > Manage Expenses Keep track and manage your expenses. It is possible to create multiple categories and sub-categories for managing and grouping your expenses. Find and activate it at Setup > Apps > Expenses. Once activated a ‘Manage Expenses’ menu will appear under the Billing menu. text/html 2014-10-22T13:53:54+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/new_rule?rev=1413986034&do=diff Rules Under Construction. text/html 2014-10-10T08:27:49+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/outgoing_email_delay?rev=1412929669&do=diff Setup > Messaging > Emails Functions to set: * Outgoing Email Delay * Email Copy Options text/html 2014-11-08T20:13:10+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/past_due_warnings?rev=1415477590&do=diff Past Due Warnings Billing > Past Due Warnings Warning types: Warning Type Level Description The Past Due Warning First warning The 24 Hour Suspension Warning Final warning The Suspension Warning Suspends account Edit wording for these at Setup > Messaging > Templates > Past Due Warnings Using the Past Due Warning system: text/html 2014-11-04T09:36:16+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/payment_methods?rev=1415093776&do=diff Payment Method Setup > Billing > Payment Method Select Payment Method Function Sub-Functions Description Category Selection Currently enabled All methods that are currently enabled. Free to setup These methods have no cost to enable i.e EFT; PayPal; PayFast; Cash. text/html 2014-11-03T14:04:17+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/permissions?rev=1415023457&do=diff User Permissions See the developer section on permissions for more information. text/html 2023-05-31T07:52:33+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/pricing?rev=1685519553&do=diff SnapBill Packages and Pricing Package Features Enterprise Premium Startup text/html 2014-11-04T14:25:48+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/process_payment?rev=1415111148&do=diff Process Payment via Client Profile If you intend on only processing a single payment, the easiest way is directly through your clients information page in SnapBill. You can reach this page either through a search or the client listing. Select the “ text/html 2014-11-05T12:23:42+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/process_payments?rev=1415190222&do=diff Processing Many Payments This is a useful way of processing more than one payment: Process Payment * Go to Billing > Process Payments in the left navigation menu * In the Search box start to enter the clients you want to process payments for one by one. * Choose the client from the options displayed under Client Results by clicking on them. text/html 2014-11-05T12:11:21+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/quote_proforma?rev=1415189481&do=diff Quote Quotation Editor Functions Sub-Functions Description Description The line item can be defined here. Unit Cost Cost per unit. Quantity Number of units. Line Total Cost X quantity = line total Add New Line Item Adding an additional line / another specific charge. text/html 2014-11-07T18:37:42+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/recurring_invoice?rev=1415385462&do=diff Recurring Invoice Recurring Invoice Editor Functions Sub-Functions Description Description The line item can be defined here. Unit Cost Cost per unit. Quantity Number of units. Line Total Cost X quantity = line total Add New Line Item text/html 2014-11-12T11:26:46+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/reports?rev=1415791606&do=diff Reports Reports Easily setup billing reports the way you want them to work. Report Functions: * Each report provides data specific to the report. * Some reports are searchable by clicking on “Change Settings”, you can use some of our Search Parameters to filter out specific data. text/html 2014-11-05T11:10:59+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/rules?rev=1415185859&do=diff Rules App This app will allow you to set up custom behaviors as events occur on your account. Using this you can change exactly how invoice generation works, set up SMS text messages on various events, and a whole lot more. The functionality provided by this app is powerful, but is quite complicated to use. As such it is recommended for use by experienced developers only. text/html 2015-03-24T08:22:19+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/search_parameters?rev=1427185339&do=diff Search Parameters Search Query This is a quick reference guide for search paramters in SnapBill. The search box is located at the top left of your system interface. To use any of the searches simply type the suggested query directly into the search box. text/html 2014-10-29T11:50:23+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/searching_for_clients_inside_debit_batches?rev=1414583423&do=diff Searching for Clients Inside Debit Batches Once you start making full use of our Debit Batch system for managing payments, often you’ll need to search inside a debit batch to answer questions and find specific clients. Once in the client view you should see a secondary search box text/html 2014-11-05T13:50:21+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/send_messages_to_clients_upon_batch_submissions?rev=1415195421&do=diff Send Messages to Clients Upon Batch Submissions Our recurring payment system makes use of the idea of “batches of payments” in order to simplify payment processing and help catch mistakes before your clients bank accounts are debited. The system is quite simple and rather well explained on our text/html 2015-02-23T11:32:25+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/service_invoice_rules?rev=1424691145&do=diff Service Invoice Rules Setup > Billing > Service Invoice Rules Use Service Invoice Rules to adjust the way services are billed. Set pro-rating and date based billing rules. You may use Service Invoice Rules in order to Discount a Service. text/html 2014-11-04T08:52:12+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/settings?rev=1415091132&do=diff General Setup > General > Settings Company Details Function Sub-Functions Description Company Name The name that all invoicing will be addressed to and which will appear on invoices. Website Address Your website address that will be listed on invoices. text/html 2014-11-14T09:26:11+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/setup?rev=1415957171&do=diff General General Invoice Design Custom Field Editor for Client Billing Invoicing Options Payment Method Service Invoice Rules Enable New Currency Taxes Messaging Welcome Templates Emails Email System Setup Text/SMS Messages Configure Text Messaging Service Services Adding a Service Custom Field Editor for Packages Signup Form Settings Third Party Services Users Adding an Account User User Permissions Rules Rules Apps Batch Generation Additional Options Client Files Mu… text/html 2014-11-04T13:12:52+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/signup_forms?rev=1415106772&do=diff Signup Form Settings Setup > Services > Signup Forms Confirmation Screen Function Sub-Functions Description Message Edit Customize the confirmation message your clients receive when signing up for your services. Redirect Redirect to text/html 2014-11-14T09:30:49+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/snapbill_pricing_sheet?rev=1415957449&do=diff SnapBill Pricing Sheet This section has been moved to SnapBill Pricing. text/html 2014-10-19T20:07:24+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/snapbill_sms?rev=1413749244&do=diff Setup > Messaging > Text Messages This module allows you to send text messages using our delivery system which has cheaper rates than many other sms providers. text/html 2024-10-04T10:00:56+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/start?rev=1728036056&do=diff Welcome Firstly, welcome and Thank You for your interest in SnapBill. SnapBill is a cloud-based billing solution that allows you to automate subscription billing, invoicing, processing payments and reconciliation whilst making it incredibly simple to sell your products and services both online and offline. text/html 2014-11-07T18:48:42+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/statistics?rev=1415386122&do=diff Statistics Statistics Access graphical statistics on all your billing data. View statistics based on currencies, services, staff or terms. We make it easy for you to get a complete overview of your business and how it's doing. List of current available Statistics: text/html 2017-03-31T12:28:01+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/supported_payment_methods?rev=1490963281&do=diff Supported Payment Methods Payment Gateways Africa and Middle East Company Type Region Services Direct Debit (Recommended) Bureau South Africa Authenticated Collections, DD, EDO, EFT, CC, Electronic Mandates BDB Data Bureau Bureau South Africa DD, EDO, EFT Digicash (No longer supported) Bureau South Africa DD, EDO, EFT text/html 2014-11-07T18:37:00+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/tax?rev=1415385420&do=diff Taxes Setup > Billing > Tax Function Sub-Functions Description Add Tax Add/Remove Insert tax Remove Tax Delete Notes: * Use the (add) link present there to add the VAT tax. * Once setup VAT will either be automatically added or subtracted from your invoice total depending on the setting you chose. text/html 2014-11-04T11:42:00+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/templates?rev=1415101320&do=diff Welcome Templates Setup > Messaging > Templates Welcome Messages Function Sub-Functions Description Template: Client Added (New Clients) Email/SMS Email sent to new clients. Template: User Welcome Email (User added to an account) Email text/html 2015-09-16T12:41:28+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/thank_you?rev=1442407288&do=diff Thank You We would like to welcome you to SnapBill, you should receive an email shortly with your account details. Feel free to browse through our Getting Started section or our API Documentation if you're technically inclined. Get in touch if you have any questions or queries. All the best. The SnapBill Team text/html 2014-10-22T14:39:21+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/thirdparty_services?rev=1413988761&do=diff Third Party Services Under Construction. text/html 2014-11-03T13:02:59+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/tutorials?rev=1415019779&do=diff Tutorials Import Templates Search Parameters Getting Started Code Samples Setting Up Debit Batches Applying Partial Payments Adding an Expiry Date Service Rule Send Messages to Clients Upon Batch Submissions Viewing Recent or Future Invoices text/html 2014-11-03T13:38:58+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/viewing_recent_or_future_invoices?rev=1415021938&do=diff Viewing Recent or Future Invoices Using this feature you are able to view your most recent invoices sent out and your upcoming invoices to be sent for recurring/automated type invoices on each clients account. This helps to ensure that all invoicing is in order and to foresee should any invoicing need correcting before the invoices are sent. text/html 2014-10-24T20:08:58+0000 Anonymous (anonymous@undisclosed.example.com) https://docs.snapbill.com/webhooks?rev=1414181338&do=diff Webhooks