Store Setup

As an administrator, you can customize your store account. This section describes how to customize your store, by defining store branding, store policies, e-mail notifications preferences and configuring billing and invoice settings.

  1. Ability to create a white labeled store
  2. Personalized /customized branding option and an option to upload Company Logo with link to customized URL.
  3. Security settings / Access policies can be specified for a store
  4. Ability configure the content layout
  5. The following content are supported in JSDN:
    1. Static HTML Content
    2. HTML Widgets
    3. Custom Dynamic Content
    4. RSS Feeds
    5. JSR168 Portlet standard content
  6. The content displayed on the home page depends on the role (Admin, End-user)
  7. Ability to Enable/Restrict Content down the channel
  8. The content module is totally configurable
  9. The content module provides Integration to other Portals
  10. Ability to Display multimedia content
  11. Login screen can be customized using content modules

Reseller Store Setup

Before you setup your store, make sure you have the following information in place:

  1. A store or company logo should of 300 X 75 in dimensions available either in GIF or JPEG format.
  2. Privacy Policy and Security Statements in HTML format or links to existing policies on your company Web site. Optionally, you can also link to, or upload the About Us and Contact Us pages.
  3. Support information (e-mail or phone) which you can add to a content module on the Store Login page or Member Home page.

Enterprise Store Setup

Before you setup your store, make sure you have the following information in place:

  1. A store or company logo should of 300 X 75 in dimensions available either in GIF or JPEG format.
  2. Privacy Policy and Security Statements in HTML format or links to existing policies on your company Web site. Optionally, you can also link to, or upload the About Us and Contact Us pages.
  3. Support information (e-mail or phone) which you can add to a content module on the Store Login page or Member Home page.

Store Branding

The Jamcracker Appliance is enabled with Content Management System, which allows you to customize your store User Interface like your store UI colour theme, store logo, URL, and many more. If you intend to customize your store branding in Jamcracker Appliance Marketplace, then you must customize the same in Store Front or the other way round.

To customize your store branding at Jamcracker Appliance Marketplace, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. Navigate to Administrator > Member Management page. Click the Store tab and click the Store link from the Manage Store column. You will be logged into the store account (through Proxy).
  3. Now, navigate to Store menu, and click Setup tab. The Branding page is displayed.
  4. On the Branding page, configure the Store URL and Branding options as listed in the table below:
    Store URL
    Your Store login URL View the login URL of your Store in this field. For example: www.xyz.com
    Store URL (Marketplace) By default, your company name is the Store URL. Please note that after you choose your URL and it is approved, it becomes permanent and cannot be changed. Stores remain inactive until it is approved.
    Custom URL redirection Specify a custom URL that users can be redirected to when they click Continue Shopping (while in Shopping Cart), or Browse Services in the marketplace.
    Store Branding
    Upload your company or service, product-specific logo in jpeg or gif format* Click Upload Logo. The maximum size of the logo should be 300 width X 75 height in pixel. Click Browse to select the file from your local drive. Click Submit. After your store is approved, the logo is displayed in the top left corner of your store.
    Is Branding For Help Required Enable the check box, if you require the Online Help to be branded.
    Change Look and Feel Select one of the predefined colour themes for your store.
  5. Click Save & Next.
To customize your store branding at Store Front, do the following:
Note: Let's assume that you have customized your store branding in Jamcracker Appliance Marketplace.
  1. Login to your Store Front as a drupal administrator using the credentials that you have received through an email.
  2. Start customizing the store UI as needed.
  3. If you want to modify/edit the store URL, then you must modify/edit it first at Marketplace and later at the Store Front.
To customize your store URL in Store Front, do the following:
Note: Let's assume that you have customized your store URL in Jamcracker Appliance Marketplace.
  1. Login to your Store Front as Drupal administrator using the credentials that you have received through an email.
  2. Navigate to Structure > Domain and click the edit domain link of the store URL from the Operations column.
  3. Edit/Modify the existing URL from the Domain field.
  4. Click SaveDomain Record.
    Note: Please ensure that you have uploaded/customized the same store URL at both Jamcracker Appliance Marketplace and the Store Front.
To customize your store logo in Store Front, do the following:
Note: Let's assume that you have customized your store logo in Jamcracker Appliance Marketplace.
  1. Login to your Store Front as Drupal administrator using the credentials that you have received through an email.
  2. Navigate to Structure > Domain and click the edit domain link of the store URL from the Operations column.
  3. Now, select the Theme tab and click the configure link of the selected/currently in use theme.
  4. Go to Logo Image Settings section and select your new logo and click Save Configurations.
    Note: The logo and its size should be same as the one you uploaded in Jamcracker Appliance Marketplace.
  5. Your new logo is updated.
    Note: Please ensure that you have uploaded/customized the same logos at both Jamcracker Appliance Marketplace and the Store Front.

To customize/upload your store banner in Store Front, do the following:

  1. Login to your Store Front as Drupal administrator using the credentials that you have received through an email.
  2. Navigate to Structure > Blocks page. The Blocks - JSDN Default Theme page is displayed.
  3. Click the configure link from the Operations column for the Main Banner block.
  4. You can either add a new banner or edit an existing one.
  5. To add a new banner, click the Add a new slide to this banner link, and click the choose banner image link from the Create New Slide page.
  6. You can either upload a file by clicking on Browse button or by clicking the Web tab and providing an URL or by clicking the Library tab and selecting a banner from the library.

    OR

  7. To edit an existing banner, click the Edit link, and click the choose banner image link from the Edit Slide page.
  8. You can either upload a file by clicking on Browse button or by clicking the Web tab and providing an URL or by clicking the Library tab and selecting a banner from the library.
    Note: While uploading a banner the banner width must be of 1349 in pixel.
  9. Click Submit to upload the changes.
  10. Click Save to save the changes.
  11. Your new banner is uploaded.

Store Policies

The Jamcracker Appliance is enabled with Content Management System, which allows you to customize your store Policies. The store privacy and security policies that you provide are listed as links on the footer of the store. If you intend to customize your store policies in Jamcracker Appliance Marketplace, then you must customize the same in Store Front or the other way round.

To customize your store policies in Jamcracker Appliance Marketplace, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Store Policies option. The Store Policies and Information page displays all the policies that have been set up for your store.
  3. Click the Edit icon against the policy that you want to modify. The <<Policy Name>> Policy page opens.
  4. On the <<Policy Name>> Policy page, do the following:
  • Link to a URL: You can link to your company’s <<Policy Name>> policy by providing the complete URL or upload an HTML file containing your company <<Policy Name>> policy.
  • Example: http://www.company.com/filename.HTML
  1. Click Save & Next to save your modifications.
To customize your store policies in Store Front, do the following:
Note: Let's assume that you have customized your store policies in Jamcracker Appliance Marketplace.
  1. Login to your Store Front as Drupal administrator using the credentials that you have received through an email.
  2. Navigate to Structure > Menus > Footer Menus page.
  3. Click the edit link of any of the Policies.
  4. Update the Path with the new url. This should be the same url that you have added in Jamcracker Appliance Marketplace.
  5. Click Save.
    Note: Please ensure that you have uploaded/customized same policies at both Jamcracker Appliance Marketplace and the Store Front.

Click here to know how to update policies.

Configure Store Type

As an administrator, you can define your members store type as Reseller store or Enterprise store.

Before you define / setup store type, should verify the member company request and approve it, and you may also need to verify the store request before setup the store type, otherwise you cannot define/set the store type.

If you don't have privilege to define/set the store type, then you can place a request to define your store type with your marketplace administrator.

As an administrator, you can define your store type. To setup store type, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, and click Setup tab. The marketplace configuration wizard is displayed.
  3. From the options listed in the left pane, select the Store Type option. The Store Type page is displayed.
  4. You can set store type either by selecting the Reseller or Enterprise radio buttons.

    If you select Enterprise as your store type, the system will display an option Enabling Budgeting option. If you want this option to be enable for the enterprise store, click the check-box.

    By selecting the Enterprise radio button, you have to provide few more information related to the enterprise store.

    You have a additional feature to enable i.e, “Budgeting”. Once it is enabled the related fields will be displayed to your users while placing or launching an order from their store catalog. These fields are mandatory field for your user to enter. User must enter a valid budget code to process the request. The system will validate the budget code and process accordingly. If it fails then you will receive an alert message to process further.

    By enabling “Enable Budgeting” feature, your store user(s) who has Enterprise Administrator role will get an additional feature “Manage Budget” under Profile icon, when they login to enterprise store portal.

    To have the Budget feature enabled to the store, the store must be approved by the marketplace administrator. Click here to know more about Enabling Budgeting.

    This feature allows your store admin to define certain budget codes with budget limit and threshold limit for its user(s). You must define the type of limitation you want to configure. You can either limit as Soft Limit or Hard Limit.

    Limit Configuration:

    Limits can be handy in some cases where you want to prevent runaway resource consumption. These limits are set as Hard Limit and Soft Limit. The platform allows you to configure both Soft Limit and Hard Limit for a budget. As a administrator you can change the configuration from Hard limit to Soft limit and the other way round.

    • Soft Limit: Soft Limit allows the user to place the order/request even though the associate budget exceeds the budget limit. Click here to know more about Soft Limit.
    • Hard Limit: Hard Limit restricts the user from placing the order/request if the associate budget exceeds. Click here to know more about Hard Limit.
  5. Click Next to proceed.

Configure Identify Management

You can use the Identity Management page to setup an appropriate directory server for identity management.

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. You will see the marketplace configuration wizard. The customization options are listed in the left pane of the setup window.
  3. Select the Identity Management option from the options listed in the left pane. The Identity Management page is displayed with Identity Server tab selected by default. If you want to configure identity management at the store level, select Yes next to the Configure Identity Management option. The Identity Management tab fields will be displayed.
  4. Next to Add Users option, select Directory Sync or SAML (JIT - Just In Time). If you select Directory Sync, the Identity Management Configuration tabs will be displayed. You need to do the necessary configuration to integrate the Directory Server.

    With SAML (JIT), you can use a SAML assertion to create users on the fly the first time they try to log in. With this, you do not need to create user accounts in advance. For example, if you recently added a user in your organization, you don't need to manually create the user in JSDN. When users log in with single sign-on for the first time in JSDN, their account is automatically created for them, eliminating the time and effort of adding the users. Just-in-Time provisioning works with your SAML identity provider to pass the correct user information to JSDN in a SAML 2.0 assertion. When SAML (JIT) is selected, the Identity Mapping tab is displayed. And the first time when the user logs in, the SAML Configuration Fields (First Name, Last Name, e-mail, Phone No and Role) will be automatically established/filled in.

  5. Select the Directory Server you would like to configure from the Directory Server drop-down list. If you select Active Directory, the Active Directory related fields will appear.
  6. In the Configuration tabs, enter the field information as explained in the table below:
    Field Value
    Server Access Type Select the Server Access type. If the Directory Server resides outside the firewall of the organization and can be accessed via LDAP or directly, then select the Direct Access option. If the Directory server is within a firewall in an organization, select Agent Connect.
    Access Protocol If you select the server access type as direct, select the Access protocol - whether it Is LDAP or DSML.
    Username Type the Username to login to the directory server. Applicable for Direct Access - LDAP.
    Password Type the Password to login to the directory server. Applicable for Direct Access - LDAP.
    URL Type the IP address where the Active Directory resides. This is applicable for Direct Access - LDAP.
    Port Type the Port number where the Active Directory resides.
    End Point URL Type the End Point URL for DSML to connect - This is applicable for Direct Access - DSML.
    Agent Name If you select Agent Connect as the Server Access Type, type the Agent Name.
    Enable SSL Certificate If you want a secure connection, enable the SSL certificate option. Click Browse to upload the SSL certificate.
    Upload SSL Certificate If you enable SSL Certificate option, click Browse to upload the SSL certificate.
    Base Domain Enter the base domain.
    Delete Object Domain Deleted objects are stored in a separate domain. Select the deleted object domain.
    Use Delete Control If you select Yes, any object deleted from Active directory shall be synced to JSDN.
    Identity Start Value Select the Identity Start Value - Field Name, Field Value and Date Type.
  7. Click Test Connection. If the connection is successful, it displays the connection success message.
  8. The Identity Mapping tab is displayed. A list of Directory Server fields that has to be mapped are displayed under Organizational Mapping and User Mapping tabs options. The directory server fields and the corresponding platform fields should be mapped appropriately. The User Role Mapping fields are optional.
  9. The following table lists the mandatory User Mapping fields under Organizational Mapping tab:
    Field Value
    Object Class Select the object class.
    Organizational Mapping Directory Server fields Based on the object class selection, the directory server fields will be populated. Select the directory server fields corresponding to the Platform fields.
    User Mapping Directory Server fields Based on the object class selection, the directory server fields will be populated. Select the directory server fields corresponding to the Platform fields.
    Role Mapping Directory Server fields Based on the object class selection, the directory server fields will be populated. Select the directory server fields corresponding to the Platform fields.
  10. Click the plus sign to add additional fields to be mapped.
  11. Click Save and Next.
    Note: Before you Start Sync you must contact your support team for them to setup the additional configurations for directory server in the platform.
  12. The Directory Sync Status tab is displayed.
  13. On the Sync page, click Start Sync.
  14. The following table lists the Directory Sync Status tab fields available for viewing the sync status.
    Field Value
    Sync ID Displays the Sync ID .
    Start Time The start time of the sync.
    End Time The end time of the sync.
    Type Displays the type - user or organization.
    Status Status of the sync.
    Action The Sync Details can be viewed.
    Note: You can view the sync details by clicking View Sync Details.

    If the type is User, the View Sync Details are displayed.

  15. Click Export to CSV File to export the information into an excel file.
  16. Click Next. The Authentication tab is displayed.
  17. On the Authentication page, select the Authentication Protocol from the Authentication drop-down list, then click Save.
  18. Click Next.

Available Services

You can select the services to be made available for resell for the new Store. To select the services, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Available Services option. The Available Services page is displayed with list of services available for resell is displayed along with the services which are already present in the store for resell.
  3. Select the services to be made available for resell to the Store.
  4. Select the services to be made un-available to the Store for resell.
    Note: If the Store has already resold the service, the changes shall not have any impact. The resold services remains resold and will not change.
  5. Click Save & Next to save the changes.

Customize E-mail Notifications

You can customize the e-mail message templates for your customer. You can also specify the e-mail addresses that receive a copy of the e-mail message. To modify these E-mail notifications, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Customer E-mail Notifications option. The Customer E-mail Notifications page allows you to specify your e-mail signature, the from and to addresses of your notifications, and the Help Desk settings for your customers.
  3. On the Customer E-mail Notifications > Notifications Preferences tab, edit the following fields as described in the table below:
Field Value
E-mail Signature Create an e-mail signature for the e-mail sent from your store. You can leave this field blank to include your signature in the e-mail templates.
New Store Registrants E-mail is sent when a new customer registers with the store. Specify the e-mail address of the user who will also receive this e-mail sent to the customer.
Store Member Orders E-mail is sent to the customer when an order related information is modified. Specify the e-mail address of the user who will also receive this e-mail sent to the customer.
From Address Specify your e-mail address. The e-mail address will be used when e-mails are sent from your store.
Customer Help Desk Settings
E-mail Signature Specify the e-mail signature for e-mails sent from the customer help desk for your store.
From Address Specify the from address for the e-mails send from the customer help desk.

Customize E-mail Templates

You can customize the e-mail notification templates that are used to send out notifications to various recipients.

Note: The e-mail templates can be defined in various supported languages.

To customize the e-mail notification templates, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Customer E-mail Notifications option. The Customer E-mail Notification page is displayed.
  3. On the Customer E-mail Notifications page, open the Notification Templates tab. This tab lists the templates that you can customize. To customize these templates, do the following:
  • In the Notification Templates page, click the Edit icon against the template you want to customize. In the Edit Template: <Template Name> page, the corresponding e-mail notification template is displayed.
    Note: You can also view and disable the notification template by clicking on respective icons against the template.
  • The notification template comes with pre-populated address fields and body text. On the right pane there are few pre-defined variables are provided for your use. These variables can be dragged and dropped within the template which supports a rich text editor to edit the content in the e-mail body. Variables can be inserted only in specific fields viz., CC, BCC, subject and body of the e-mail. Use these variables appropriately.

Types of E-mail Notification Templates

The customizable notification templates are categorized as follows:

  • Billing-related E-mail Templates: These templates are used while sending out notifications to communicate billing-related information.
  • Order-related E-mail Templates: These templates are used while sending out notifications to communicate order-related information.

You can add additional variables to the existing table. To do so, you have to insert a new column. The rows in the table are generated dynamically. There is no limitation to the usage of variables in customizing user account related e-mail template fields.

Order-related e-mail notification templates contain data that’s presented within a table. You can edit this table. For more information, see Customizing Order - related E-mail Template Tables.

  • Place Order Permission E-mail Template: These templates are used while sending out notifications to communicate permission while placing an order - related information.
  • User account-related E-mail Templates: These templates are used while sending out notifications to communicate user account-related information.

Customize Billing related E-mail Templates

Billing-related e-mail notifications contain information that’s provided in e-mail template. You can customize the e-mail content by selecting the edit option:

List of E-mail Templates Descriptions
SDP Gateway Failure Response Notice (End Customer) The SDP gateway failure response notice e-mail will be sent to the end customer if the payment is successful.
SDP Gateway Success Response Notice (End Customer) The SDP gateway success response notice e-mail will be sent to the end customer if there is a failure during the processing of payment.
Overdue Notice (End Customer) The overdue notice e-mail will be sent to the end customer if in-case there are any payment due.
New Invoice Notice (End Customer) The new invoice notice e-mail will be sent to the end customer once the invoice is generated.
Gateway Response Notice (End Customer) The gateway response notice e-mail will be sent to the end customer if in-case there are any issues occurs during the payment process.
Credit Card Expiration Notice (End Customer) The credit card expiration notice e-mail will be sent to the end customer if in-case the card expiry date is close by.
Invoice Resend Notice (End Customer) The invoice notice e-mail will be sent to the end customer if the end customer request for.
Invoice Regeneration Notice (End Customer) The invoice regeneration notice e-mail will be sent to the end customer if the end customer request for.

To edit a column in the body of the e-mail template, do the following:

  1. Click the Edit icon, the edit E-mail template is displayed.
  2. In the e-mail body, place the cursor at the point you intend to insert/modify the content.
  3. After making necessary modifications to the existing template, click Save. You can preview the content of the e-mail by clicking the Preview button.
  4. In the Notification Preferences tab, click Save & Next to save your customer E-mail notifications and move to the next page, Billing Options.

Customizing Order - related E-mail Template

Order-related e-mail notifications contain information that’s provided in tables. You can customize this table by adding or deleting columns and table cells. You can also delete the table that holds the body of the information. However, you will not be able to insert a new table.

To add or delete a column in the body of the e-mail template, do the following:

  1. In the e-mail body, place the cursor at the point you intend to insert/delete a column.
  2. Right-click at the point of column insertion and click Column > Insert/Delete Columns. A column is inserted/deleted at the point where the cursor has been placed.
  3. After inserting the column, place the cursor in the column header, drag-drop the appropriate variable. You can insert/delete/merge/split cells within the table. You can also delete the table by placing the cursor anywhere in the table. To get help on customizing these e-mail notifications, contact your administrator.
  4. After making necessary modifications to the existing template, click Save. You can preview the content of the e-mail by clicking the Preview button.
  5. In the Notification Preferences tab, click Save & Next to save your customer E-mail notifications and move to the next page, Billing Options.

Customizing Place Order Permission - related E-mail Template

Place order Permission related e-mail notifications contain information that’s provided in the e-mail template. You can customize the content by selecting the edit option. To edit the e-mail template, do the following:

  1. Click the Edit icon, the edit E-mail template is displayed.
  2. In the e-mail body, place the cursor at the point you intend to insert/modify the content.
  3. After making necessary modifications to the existing template, click Save. You can preview the content of the e-mail by clicking the Preview button.
  4. In the Notification Preferences tab, click Save & Next to save your customer E-mail notifications and move to the next page, Billing Options.

Customizing User Account - related E-mail Template Tables

User Account related e-mail notifications contain information that’s provided in the e-mail template. You can customize the content by selecting the edit option. To edit the e-mail template, do the following:

  1. Click the Edit icon, the edit E-mail template is displayed.
  2. In the e-mail body, place the cursor at the point you intend to insert/modify the content.
  3. After making necessary modifications to the existing template, click Save. You can preview the content of the e-mail by clicking the Preview button.
  4. In the Notification Preferences tab, click Save & Next to save your customer E-mail notifications and move to the next page, Billing Options.

Regional Settings

JSDN supports multiple languages, time zones and date formats. As an administrator, you can select the language, time zone and date formats to make them available to the store end customers. Also, you can change the store default language, time zone, and date formats using the Setup Regional Settings tab. The Default language, time zones and date formats are the ones which are applicable to new store customers when they visit the store.

Enabling Regional Settings for End Customer

To make the languages, time zones and date formats available to end customers, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Regional Settings option. The Regional Settings page is displayed. The languages which appear marked and greyed out in the Select one or more Languages list indicate that they are already available to the store. If you want to make other listed languages available to store customers, mark and enable the check box next to the language.
  3. Click Save & Add Time Zone. The time zones which appear marked and greyed out in the Select One or More Time Zones list indicate that they are already available to store end customers. If you want to make other listed time zones available to end customers, mark and enable the check box next to the time zones.
  4. Click Save & Add Date Formats. The date formats which appear marked and greyed out in the Select One or More Date Formats list indicate that they are already available to store customers. If you want to make other listed date formats available to the store customers, mark and enable the check box next to the date formats.

Once the regional time zone, date formats and time zone are selected, you cannot deselect the options. Once the store is approved, you can add more options.

Select Default Language, Time Zone and Date Formats

The default language, time zones and date formats are the ones which are applicable to new end customers when they first visit the store. To change your company’s default regional settings, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Regional Settings option. From the options listed in the left pane, select the Regional Settings option. The Regional Settings page is displayed.
  3. On the Regional Settings page, select the Default Language from the Select Default Language List.
  4. Click Save & Add Time Zone. In the Time Zone available to the customers section, select the Default Time Zone from the Select Default Time Zone list.
  5. Click Save & Add Date Format. In the Date Formats available to the customers section, select the Default Date format.
  6. Click Save.

Once the regional settings are selected, you cannot unselect the options.

Billing Process

In the Multi-tenant marketplace environment, one instance of Billing engine is configured for several marketplaces. JCBilling allows creation of service offer(s), generate invoice(s), allows custom invoice branding (like store specific invoice logo, Terms and Conditions etc.), configuration of payment gateway, currency settings, billing cycle options and so on for each instance in JCBilling. All the clients will be governed by the configurations that are set at the Store or Marketplace level. The Billing Engine is automatically configured in JSDN, by default. The Operations Support executive will configure the JCBilling instance for JSDN.

You can review and configure the billing methods for your store for the first time. To configure billing options, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Billing Options option. The Billing Options page is displayed.
  3. On the Billing Options page, the following options are pre-configured for marketplace customers:
    • Currency: Displays the currency configured at the marketplace.
    • Billing:
      • Billing Engine: JCBilling engine.
      • Bill Generation: Displays the Bill generation duration as configured at the marketplace.
    • Payment Method: Credit Card - The following fields will applicable if the payment method is selected as Credit Card.
      • Days Between Credit Card Retries: Number of days between each credit card retries.
      • Number of Credit Card Retries: Number of retries.
        Note: The days between credit card retries and number of credit card retries fields are applicable if the payment process of an invoice is failed when processed.
    • Automatic Charging of Credit Card: If the automatic charge is selected, then your credit card will be charged for payment on the due date of the invoice.
    • Pre-Approved Credit: If the payment method is selected as Pre-Approved Credit, you can see the option enabled.
    • Default Payment Method: Out of the payment methods, the selected default payment method is displayed. This option is also chosen by your marketplace administrator.
    • Order Approval: If Pre-Approved Credit option is selected as the payment option, only then the Financial Approval is required option is displayed and as an administrator you can set whether the Financial Approval is required or not just by clicking the check box. So, once this option is enabled or set then whenever your store customers try to buy service from the store catalog, the order will go through an order approval process, before they could start using it.
    • Overdue Customer Accounts Management: To help the customers to pay their overdue amount in one click, then enable “Enable Pay Now” option. Once it is enabled, the store customers can pay there overdue amount (if any) just by clicking the Pay Now button on the store home page, whenever they login to their account.
    • Enable the “Display Invoices to Customers” option, if you want to display the invoices to your customers.
    • Enable the “Display Usage Details in Invoice” option, if you want to display the usage details to your customers on their invoice.
    • Enable the "Generate Invoices Immediately after every order" option, if you want to charge your customers as soon they place an order successfully or soon the order is fulfilled.
  4. Once you have reviewed your billing options, click Next>>.
    Note: Note that billing options can be modified only by the marketplace administrator. If you require any changes made to your billing options, contact your marketplace administrator. Once the billing options is modified, the changes will be applicable from the next invoice generation date.

Store Invoice Settings

Monthly invoice with Pro-rating is the configured billing option for the service. Monthly invoice offers the facility of a single invoice to end-customers. All services are billed on a single day of a month for all of your customers. This day can be configured as per your preference (for example, 1st of every month or 5th of every month and so on). The date of the month is set at the marketplace level. As the billing date is static, your customers will be billed for all the services on that particular date.

You can review the invoice settings that have been configured for your store. To review the invoice settings, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Setup tab. From the options listed in the left pane, select Invoice Settings option. The Invoice Setting page is displayed.
  3. On the Invoice Setting page, the following options are pre-configured for marketplace customers:
    • Select Language: Select the language in which you want the notes, terms and conditions should appear in the invoice.
    • Invoice Logo: Upload an image file, which you want to be displayed to your customers invoice.
    • Term and Conditions: Type in the terms and conditions that you want to be displayed to your customers invoice.
    • Notes: Type, if you have any special notes to be displayed to your customers invoice.
    • Number of days for overdue invoice e-mail: Select the number of days to intimate your customers about the overdue via e-mail.
  4. Click Save & Next.