Archive for the ‘CannyBill Updates’ Category

New Features: Custom Domain Names & PayPal Pro

Friday, September 25th, 2009

We are pleased to announce two new features for www.cannybill.com.

Custom Domain Names

By default your CannyBill admin login, order forms and customer my account URL is whatever-you-want.cannybill.com or clientorderform.com e.g.

http://company.cannybill.com or http://company.clientorderform.com

We have developed a new feature which now lets you have your own custom domain name rather then using the default CannyBill ones e.g.

http://billing.domain.com or http://www.domain.com

This is a great way to white label CannyBill as not only have you got full control over the design but now also the URL. Please note however that if you do use your own domain name for CannyBill you would also need to setup and buy your own SSL Certificate.

Under the admin -> settings -> invoice settings -> simply enter the custom domain name of your choice and save your settings. You will now need to change the DNS of your domain name e.g.

billing.mydomain.com. IN CNAME company.cannybill.com.

Please note the dot(.) at the end of domain names.

Custom Domain

PayPal Payments Pro

We are please to announce the integration of the PayPal Pro payment gateway with CannyBill. The great advantage of PayPal Pro over the standard PayPal integration which is already built in the is the ability to have auto/recurring billing and also the fact that your customers do not get re-directed to PayPal to enter the credit card number, that’s all taken care on-site.

More information of PayPal and PayPal Pro can be found below:

https://www.paypal-business.co.uk/website-payments-pro.asp

Under admin -> settings -> Payment Gateways -> simply enter your PayPal credentials and you’re all set to go!

PayPal Pro

New Feature: Estimates

Friday, September 18th, 2009

We are pleased to announce a new estimates feature for www.cannybill.com.

Estimates 1

From your admin -> settings -> invoice settings -> you can enable the estimates feature.

Estimates 2

Now the estimates feature has been activated you can now go ahead and create your 1st estimate. Simple go to the admin -> invoices tab -> and click on create new invoice.

Estimates 3

Now instead of selecting the invoice option, select estimate from the drop down menu and enter all the required information such as the description and price.

Estimates 4

That’s it, you’re all done, your 1st estimate has been created and you can now sent it to your customer with an optional PDF version attached.

Estimates 5

Under the admin -> invoices tab -> you can switch between looking at all your invoices or estimates you have created.

Estimates 6

New Feature: VPS.NET Integration

Friday, August 7th, 2009

We are very pleased to announce the complete integration for the www.vps.net platform using www.cannybill.com.

VPS.NET is a Cloud Hosting provider who set out to build a cloud that was both powerful and easy to use, their node architecture makes hosting in the cloud possible for everybody, it comes with standard features such as instant server deployment in both the US and UK, hardware self healing and daily billing.

Cloud computing at your finger tips!

  • Create web based order forms to sell nodes and virtual machines.
  • Enable your customers to manage every aspect of their VPS via their own customer portal!

Screen 1

Login to you CannyBill admin panel and go to settings -> Plugin Modules -> and enter your VPS.NET login API credentials.

Screen 2

Now its time to create a web based order form which your customers can signup to. Go to the Packages tab -> Create New Order Group (department) -> and select the VPS.NET option.

Screen 3

One your order group has been created, you can setup the prices for each node you want to sell.

Screen 4

Once your order form has been setup with the correct pricing, click on the magnifier icon to preview your order form and simply copy/pate the URL to a buy now button on your website. Don’t forget, you can integrate your order form into any website as you have full control over the header/footer HTML and the CSS style sheet.

Please find some live order form examples below:

http://www.cannybill.com/demos.html

Screen 5
Your customers can now buy their nodes and select their virtual machine all though a streamlined ordering process.

Screen 6
Once the order has been placed and paid for, your customers get emailed their login details for their very own customer portal giving them full control over their VPS.

Screen 7

Screen 8

Your customers can view and manage every aspect of their VPS from performing a graceful shutdown to a power off or reboot.

Screen 9
Customers can also manage their console, view CPU usage and bandwidth charts to enabling backups on their system.

Screen 10

VPS nodes can also easily be added or removed from any virtual machine all within a few easy steps.

New Feature: PO Number & Public/Private Notes

Tuesday, August 4th, 2009

We are pleased to announce two new features for www.cannybill.com.

Purchase Order Number (PO Number)

This new feature enables you to add a Purchase Order Number of your choice to an invoice.

Admin -> Invoices -> Create New Invoice

PO Number

Private/Public Notes

This feature has been carried on from the previous Customer Notes feature below:

http://blog.dpivision.com/2009/06/new-feature-customer-notes/

You can now also make your notes private (admins) or public (customers) and also upload images, .zips or documents to go with your notes.

Customers -> View Customer Details -> Add Customer Note

Public/Private Notes

From this page you can enter your note, make it private or public and also upload any files.

Customer My Account -> Customer Notes

If the note has been made public, your customers when they login to their ‘My Account’ section will be able to see any notes posted and download any files.

My Account

New Feature: Multiple Currencies

Tuesday, June 23rd, 2009

We are pleased to announce a new multiple currency feature for www.cannybill.com.

CannyBill currently enables you to bill your customers in any one currency but now you have the ability to offer multiple currncies at the same time which all have a live currency converter built in.

This means you could have your base currency in UK £ but also offer your customers the possibility to pay you in US $ or EU € (other currencies can easily be added)

Admin -> Settings -> Invoice Settings

Select multi currency

From this page you can select which other currencies you would like to offer your customers.

There are now two ways you can bill your clients.

1)    Create an invoice

Admin -> Invoices -> Create New Invoice

Create invoice

When creating a new invoice, you can select which base currency you would like to offer. Please note however that your customers can select a different currency to pay when they login to their My Account.

Customer My Account -> Dashboard -> Pay Online

Pay online

2)    Create an order form

Admin -> Packages -> Create New Order Group -> Create New Package

Create package

You can also view all your CannyBill statistics in the various currencies your offer.

Admin -> Dashboard

Dashboard

Admin -> Invoices

Invoices

And lastly, in all you reports you can also switch between your chosen currencies.

Admin -> Reports

Reports