Billing AURIC Idea Team Billing AURIC Idea Team

Discounts

Select Billing in left side bar

  1. Select "Discounts"

  2. Each discount will display:

    • Title - Name of discount

    • Type - Amount of Percentage or Dollar Discount)

    • Code - Custom ID created by Admin that activates discount

    • Usage - Amount of Times Code Used(i.e. 6 / 10)

    • Expiration of Discount

Create Discount

  1. Select Billing in left side bar

  2. Select "Discounts"

  3. Select “Add Discount" button

  4. Create Title - Name of the discount

  5. Create Discount numerical amount

  6. Select drop down box of % symbol as a percentage discount OR $ symbol if offering a dollar amount discount.

  7. Create a Discount Code number/letter combination

  8. Limited Use field will determine the maximum number of uses for the discount. Leave blank if unlimited use is desired.

  9. Insert a future expiration date if discount code will no longer be honored after a specific day.

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Billing AURIC Idea Team Billing AURIC Idea Team

Review Recent Payments

Recent Payments

  1. Select "Billing" from the left-hand menu.

  2. Locate the Recent Payments section.

    • Displays:

      • Date Paid

      • Amount

      • Payment Method

      • Invoice Download Option

  3. Optionally, click "Download" next to a payment to save the invoice as a PDF.

View All Recent Payments

  1. Select "Billing" from the left-hand menu.

  2. Click "All Payments" in the top-right corner.

  3. Browse payment history with detailed info:

    • Date

    • Amount

    • Subscription Plan

    • Invoice View/Download

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Billing AURIC Idea Team Billing AURIC Idea Team

Billing Overview

Select "Billing" from the left-hand menu.

  1. Select "Overviews" from the top menu.

  2. You will now see:

    • Overdue Payments - Any outstanding payments passed the due date

    • Recent Payments - Payments successfully received

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