How to Use This Guide
[part_1_navigation_and_interface] explains how to navigate in Kaui and its basic interface features.
[part_2_accounts] explains how to perform the basic tasks for administering customer accounts, such as creating accounts, invoices, and so forth. It’s appropriate for back office staff, such as those working in customer service, product management, and finance.
[part_3_users_roles_permissions] explains how to create and manage users as well as users roles and permissions. It’s appropriate for Kill Bill administrators and software developers.
Advanced features are covered in Parts 4 - 6:
The [faqs] are great for basic questions like, How do I create an invoice?
About Screenshots
The screenshots displayed in this guide may differ from what you see on your Kaui screen. That’s because your user permissions control what features you can access (i.e., what you see on the screen).
If you have any questions about why your Kaui screen doesn’t match what you see in this guide, ask your Kaui administrator.
Other Learning Resources
Videos
We regularly add new overviews and tutorials to our YouTube videos, so check in from time to time.
Glossary
The terms listed below are used frequently in this guide. We’ve provided an abbreviated description below. For a full description, see the Kill Bill Glossary.
- Account (a.k.a. customer account)
A record that contains details about the customer (name, address, etc.).
- Child
An account that is associated with a parent account.
- External Key
An alternative unique ID for an object.
- Parent
An account that contains one or more child accounts.
- Payment Method
A record of the details required for Kill Bill to trigger a payment.
- Plan
Define how much a customer pays for a product and the frequency of the payment.
- Plugin
Software that runs alongside Kill Bill in order to provide additional functionality.
- Phase (a.k.a plan phase)
Time periods within a subscription during which certain rules apply.
- Subscription
A contract between you (the business) and a customer that associates an account with a plan and a specific start date.
- Tag
A property that can be added to an object (for example, an account or a subscription) for information purposes or to affect the behavior of the system.
- Tenant
The division or organization that is using Kill Bill as a group of users. Note that an organization can have more than one tenant, as Kill Bill supports multitenancy.
- User
A person who logs on to use Kaui.
Part 1 - Navigation and Interface
What Is Kaui?
"Kaui" (KAUI) stands for Kill (Bill) Admin User Interface. This self-contained web application interacts with Kill Bill over HTTPS.
Backoffice staff (for example, Support or Finance) will find Kaui useful to process refunds, credits, chargebacks, and so forth. Kaui also enables the Kill Bill administrator to perform more advanced tasks, such as managing tags, deploying plugins, and configuring the tenant(s).
Other types of users who might find Kaui useful are developers (for testing), operations, and product managers.
| Note: For Developers: Kaui functionality is provided via a series of Ruby on Rails mountable engines. You can extend its functionality (for example, to provide a custom UI for your plugins) by mounting your own engine(s). |
What You Can Do in Kaui
In Kaui, users can perform basic tasks, such as:
Create a customer account
Generate a customer invoice
Cancel a subscription
However, Kaui can also help advanced users perform tasks, for example:
Adding a plugin to Kill Bill
Managing Kill Bill users
Creating tags or custom fields
These are just a handful of the tasks you can accomplish with Kaui. For a full list, see the Table of Contents at the beginning of this guide.
Sign In and Sign Out
To sign in to Kaui, type in your username and password, then select the Sign In button.
If your organization uses more than one Kill Bill tenant, select the tenant from the dropdown and select the Save button:
| Note: Authentication is handled by Kill Bill. The method your organization uses to manage users is highly configurable. For information on managing users and permissions, see [part_3_users_roles_permissions]. |
To log out of Kaui, select SIGN OUT in the upper right corner of the Kill Bill homepage:
Navigate
This section gets you familiar with the standard features of Kaui’s user interface, such as:
Homepage Layout
The homepage is the screen that Kaui displays after you first log in.
Plugin Manager and Analytics Not yet documented.
Tags and Custom Fields Not yet documented.
Users, Tenants, and Admin Not yet documented.
Username / Tenant name and Sign Out
Latest invoices, accounts, and payments (latest records created for this tenant)
This is Killian, the Kill Bill mascot!
Return to Homepage
From any screen in Kill Bill, you can return to the homepage by clicking the logo in the upper left corner:
Icons
| Icon | Description |
|---|---|
Add—Indicates you can add an item, such as a payment method, credit, charge, etc. | |
Dry-run invoice—Appears on the Account page. Clicking it manually triggers a committed or dry-run invoice. | |
Expand—Expand a section or dropdown menu. | |
Collapse—Collapse a section. | |
Tags—_Admin-level feature:_ On the home page, click to access Tags, Tag Definitions, and Custom Fields. All users: In other locations in Kaui, click to select a tag to apply to the current object (for example, an account). | |
Kaui Package Manager—Appears at the top of the screen and gives you access to plugin specific screens. (Also known as Kill Bill Plugin Manager.) | |
Add-on—Appears on the Subscription screen and lets you add an add-on to the account’s subscription. | |
Make a payment—Appears on the Invoice screen and lets you make a payment against the invoice. | |
Users, Tenants, & Admin—_Admin level feature:_ Appears at the top of the screen and gives you access to Users, Tenants, and Admin. | |
Appears in the Payment Methods section of the Account page, clicking the Refresh icon triggers a refresh for each payment plugin installed in Kill Bill, for that account. When you refresh a payment method, Kill Bill retrieves the latest payment information from where it’s stored (for example, from Stripe or another payment gateway). Note: This icon does not display if the only payment method listed is |
Grids/Tables
Grids (also referred to as tables) appear throughout Kaui to keep lists organized:
For very large grids, use the pagination controls to view different "pages:"
To sort columns on a grid, click the up/down arrow in that column’s header:
Kaui shows you which column is currently sorted by the purple arrow:
The direction of the arrow (up or down) indicates if the column is sorted in ascending or descending order.
If relevant, you can click a link in the grid to view that item’s detail. For example, on the Invoices grid, click the link to open that specific invoice:
Basic Search
| Tip: To view all accounts, place your cursor in the search field and press the Enter key. |
To search for customer accounts, use the basic search. Basic search is available at the top of the screen no matter where you are in Kaui.
You can search for an account using the following criteria:
Account ID
External key
Name
Email address
Basic search is also available in the center of the homepage:
Advanced Search
An advanced search can help you find account information as well as other types of objects in the system:
Bundle
Credit
Custom field
Invoice
Invoice payment
Payment
Subscription
Tag
Tag definition
Transaction
To perform an advanced search:
On the homepage, click Advanced search:
Kaui displays the Advanced Search pop-up:
In the Object type field, select the object type you want to search for:
| Note: For information on which fields are searched for each object type, see the table in the next section. |
In the Search for field, enter the identifier (ID) of the object you’re searching for. (Example: If you’re searching for a specific invoice, type in the invoice number.)
If you want Kaui to search and display the first record in the search results, click the Fast search checkbox.
Click the Search button. Kaui displays the search results.
| Tip: At the bottom of the Advanced Search pop-up, Kaui displays the search syntax. You can copy and paste this advanced search syntax into a basic search field. This is helpful if you frequently perform the same kinds of advanced searches. For example: |
Searchable Fields by Object Type
| Object Type | Searchable Fields |
|---|---|
Account | account ID, name, email, company name, external key |
Bundle | account ID, bundle ID, external key |
Credit | invoice item ID |
Custom field | custom field ID, field name, field value, object type |
Invoice | invoice number, invoice ID, account ID, currency |
Invoice payment | payment ID |
Payment | payment ID, external key |
Payment method | payment method ID, external key |
Subscription | subscription ID, external key |
Tag | tag ID |
Tag definition | tag fefinition ID |
Transaction | transaction ID, external key |
Part 2 - Accounts
This section helps you become familiar with customer accounts and the layout of the Account page.
The Account page provides information about a specific customer, such as email address, physical address, and so forth. It is also the central location for the customer’s billing information, subscriptions, invoices, and payment methods.
To find a customer in the system, use [_basic_search] or [_advanced_search]. To open the customer account, click the customer ID in the search results.
The next section explains how the Account page is laid out. To skip this and see the task-based steps, go to [_create_an_account].
Account Page Layout
The Account page has the following sections:
Sub-menu
Account information
Billing info
Personal info
Payment methods
1. Account Sub-Menu
The Account sub-menu organizes and provides access to different areas of the customer’s account:
Subscriptions
Invoices
Payments
Timeline
Tags
Custom Fields
To see these areas, click the relevant item on the sub-menu. To return to the customer’s Account page, click Account on the sub-menu.
2. Account Information
This section of the screen displays a summary of the customer’s account information, such as their ID, currency, and time zone. To edit this information, click Edit next to Account Information.
Here you can perform the following tasks for the customer account:
3. Personal Information
This section of the screen displays the customer’s personal contact information (read only).
By default, Personal Information details are hidden for GDPR Compliance and customer privacy. To see the information, click Show/Hide Content.
To edit this information, see the [_edit_an_account] section.
4. Billing Info
Here you can perform the following tasks for the customer:
Add a credit
Create a charge
You can also see a summary of billing information:
| Field | Description |
|---|---|
Account balance | Amount of money due on the account, including any account credits. |
Account credit | Amount of any money owed to the customer. |
Overdue status | The status of the customer’s account that indicates if they are overdue or up-to-date on their invoice payments. Note: The account can have a negative account balance, but not be overdue. That’s because overdue status depends on invoice due dates and how late payments are defined based on a company’s business policy. For example, an invoice may not be overdue if a company allows a 15-day grace period (a.k.a. NET terms) to make a payment. |
Bill cycle day (BCD) | The day of the month on which the system generates an invoice for this account. This field applies to accounts that are subscribed to monthly subscriptions (or a multiple of monthly, such as quarterly, annually, etc.). For more information, see the [_account_field_descriptions] table. |
Next invoice date | The date on which the system generates the customer’s next invoice. |
The Trigger invoice generation feature lets you generate an invoice, either as a test or in a committed state.
5. Payment Methods
This section of the Account page lets you:
For more information on payment methods, see the [_payment_methods] section.
Create an Account
At the top right of the screen, click Create New Account:
Kaui opens the Add New Account screen:
Fill in the fields. For field descriptions, see the table in the next section.
Click the Save button.
Account Field Descriptions
| Field | Description |
|---|---|
Name | The customer’s first and last name. |
First name length | This field sets the length of the customer’s first name. Kill Bill automatically calculates this number based on the location of the space between the first and last name. You can overwrite it with a different number, if necessary. Note: This field is used if your organization needs to extract customers' first or last names for communication (invoices, emails, etc.). The field lets an organization accommodate variations of names used across the globe. |
External key | An optional alternate ID for the account. Once this is saved for the customer, you cannot change it. Tip: The external key feature is helpful if you integrate Kill Bill with another system, such as a CRM, and want to use that system’s ID in Kill Bill (for identification, searching, and so forth). Once this is set and saved for the customer, you cannot change it. |
The main email address to use for communicating with the customer. | |
Bill cycle day (BCD) | For monthly or quarterly subscriptions, what day of the month the invoice is created. Once this is saved for the customer, you cannot change it. Note: The system has three types of billing (date) alignment that affect the BCD: |
Currency | The currency that the customer uses to make purchases. Once this is saved for the customer, you cannot change it. |
Timezone | The time zone in which the customer resides. Once this is saved for the customer, you cannot change it. |
Locale | Indicates the language that Kaui uses to send communication to the customer (invoices, emails, etc.) If your organizaton communicates with customers in a language that’s different than the system’s default language, it’s important to select the appropriate locale for the customer. For more information, see the Internationalization manual. |
Address line 1 and Address line 2 | The street address where the customer resides. |
Zip code | The zip code for the area in which the customer resides. |
Company | If relevant, the company/organization the customer works for. |
City | The city in which the customer resides. |
State | The state in which the customer resides. |
Country | The country in which the customer resides. |
Phone | The customer’s phone number. |
Notes | Additional information about the account. These notes are not viewable by the customer. |
Migrated? | This field is for informational purposes only. You can check this box if you have migrated this customer account into Kill Bill. |
Contact email addresses | Additional addresses to which account-related emails will be sent. The email addresses listed here will receive the same emails as the main Email address. For more information, see [_add_additional_contact_emails]. |
Edit an Account
You can make changes to most of the account fields after it has been created.
| Note: You cannot change the following fields: Bill Cycle Day, Currency, External Key, and Time Zone. |
Open the account on the Account page.
Next to Account Information, click Edit.
Kaui opens the Update Account screen:
Make changes to the fields. For field descriptions, see the [_account_field_descriptions] table.
Click the Save button.
Add Additional Contact Emails
If a customer wants to receive email at more than one email address (which is the one defined in the Email field for the account), you can add more email addresses.
Open the account on the Account page.
In the Personal Information section, click the gray down arrow (
) to expand the section.
Click the plus sign (
Kaui opens the Add New Email screen:
Type in a single email address.
Select the Save button. Kaui returns to the Account page.
To see the email address you added, expand the Personal Information section:
To add another email address, repeat steps 2 - 5.
Delete Additional Contact Emails
| Warning: Kaui does not ask you to confirm your deletion; use this feature with caution. |
To remove additional contact emails:
Open the account on the Account page.
In the Personal Information section, click the gray down arrow (
Next to the email you want to delete, click the red X (
Close an Account
Use the steps in this section to indicate you will no longer be doing business with a customer. If the customer has unpaid invoices, using the steps below, you can choose to either write off or item-adjust them.
| Note: Closing an account does not delete it. It only indicates the account is no longer a customer of yours. Once you close the account, its data becomes read-only, and you cannot make changes to it. |
Open the account on the Account page.
Next to Account Information, click Close.
Kaui displays the Close Account pop-up:
Check the Name and Account ID fields to ensure you are closing the correct account.
Toggle any of the following options:
Cancel All Subscriptions—Stops any subscriptions that are current for this account.
Write Off Unpaid Invoices—Brings the balance for all unpaid invoices to zero. When you choose to write off the invoice, it is removed from Account Receivables.
Item Adjust Unpaid Invoices—Adds an invoice line item with a negative amount to bring each unpaid invoice’s balance to zero.
| Note: The last two options are mutually exclusive (i.e., you can only select one of them). |
Click the Close button.
Kaui displays a message that lets you know the account was closed. In addition, the Account sub-menu displays "Closed:"
Add a Tag to an Account
A "tag" is a way to attach specific information to an account (Example: good_user) or a specify a certain behavior (Example: AUTO_INVOICING_OFF). Kill Bill includes two types of tags:
System tags: Written in ALL CAPS characters, system tags can affect the behavior of the system.
User tags: Written in all lowercase characters, user tags do not affect the object they’re attached to. User tabs are for informational purposes only.
For more information on Tags, including a list of default tags, see the "Tag" section in the REST API Reference Manual.
To add a tag to a customer account:
Open the account on the Account page.
In the Account Information section, click the tag icon in the upper left corner:
Select the checkboxes of the tags you want to assign to the account.
Click the Update button to save your changes.
Link to Parent Account
When you link an account to a parent account, the account becomes a child account. Defining a parent-child association between accounts lets you define which entity is responsible for paying the invoice. For more information on this feature, see the Hierarchical Accounts Tutorial.
As a preparation step, open the parent account and copy the account ID in the Account Information section.
Open the account that will become the child account.
In the Account Information section of the child account, click the plus sign icon (
Kaui opens a pop-up:
Click in the Parent account id field and paste in the account ID that you copied in step 1.
To set the parent as responsible for all payments associated with this account, check the Is payment delegated to a parent? box. If you do not check this box, the child account is responsible for its own payments.
Click the Save button. Kaui displays the parent account ID as a link in the Account Information section.
You can open the parent account by clicking the account ID link.
Payment Methods
A customer account can have several payment methods to allow for making payments in different ways, such as credit cards, debit cards, PayPal, and so forth. The payment method includes the details needed for Kill Bill to process a payment against an invoice.
Saving this information in Kaui makes it easier to accept payments from the customer because the customer or service staff don’t need to repeatedly provide their payment method details.
In production systems, payment method information is typically added via gateway-specific data flows. However, developers can use the Payment Method section for testing purposes.
| *Note:*Although you can’t edit a payment method, you can delete it. |
| Warning! For PCI compliance, do not enter any genuine payment information in these fields. |
About Payment Plugin Names
Each payment method is associated with a payment plugin, a type of software that performs the backend processing for that specific payment method. The Plugin name field specifies the name of this payment plugin. (Example: killbill-stripe).
The plugin name is typically mentioned in the plugin’s readme file. For example, in the Stripe plugin readme file, the plugin name is specified in the command line.
View Payment Method Details
To view a payment method after it’s created:
Open the account on the Account page.
In the Payment Methods area, click the gray down arrow (
Kaui expands the details for the payment method:
Set a Payment Method as the Default
Kill Bill uses the default payment method to automatically pay invoices (whether that invoice is generated by the system or manually by a user).
To set a payment method as the default:
Open the account on the Account page.
In the Payment Methods section, click the star icon (
The filled star ( ) indicates it’s now the default payment method.
Add Payment Method
To add a payment method:
Open the account on the Account page.
Next to Payment Methods, click the plus sign:
Kaui displays the Add New Payment Method screen:
Fill in the fields. For field descriptions, see the table in the next section.
Click the Save button.
Payment Method Field Descriptions
| Field | Description |
|---|---|
External key | An optional alternate ID for the payment method. Once this is saved for the customer, you cannot change it. |
Plugin name | Type in the name of the plugin that is associated with this type of payment method. Each payment method is associated with a payment plugin that does the backend processing related to the payment method. The Plugin name field specifies the name of the payment plugin associated with the payment method (Example: The Plugin name is typically mentioned in the plugin’s |
Card type | The name of the credit or debit card. |
Card holder name | The name that appears on the card. |
Expiration month Expiration year | The month and year the card expires. Enter month as mm and year as yy. (Examples: |
Credit card number | The credit card number, typed without dashes. |
Address 1, Address 2, City, ZIP code, State, Country | The billing address associated with this card. |
Add property (Name/Value) | Use the Name/Value fields to assign custom fields and values to the payment method. Note: Custom fields are an advanced feature. For more information, see [part_4_tags_and_custom_fields]. |
Default payment method? | Check the box to set this payment method as the default. Kill Bill uses the default payment method to automatically pay invoices (whether the invoice is generated by the system or manually by a user). Note: If you forget to select this box, you can set the payment method as the default by clicking the star icon next to the payment method on the Account page: |
Applying Transactions to a Payment Method
This section explains how to apply a transaction to a payment method. These transactions include:
* Authorize | * Purchase (i.e., charge) |
* Capture | * Refund |
* Chargeback | * Void |
* Credit |
| Note: These transactions are directly applied on the payment instrument (as opposed to being applied to the unpaid invoice). Additionally, "credit" here refers to depositing funds directly to the customer card and is unrelated to account credits. |
Open the account on the Account page.
In the Payment Methods area, click the gray down arrow (
Select the type of transaction you want to perform:
| Note: This area lists Authorize, Purchase, and Credit. For other transaction types, click any of these options. You will be able to change the transaction type on the next screen. |
Kaui displays the Process Transaction screen:
Fill in the fields. For field descriptions, see the following section.
Click the Save button. Kaui saves the transaction and displays it on the Payments page.
Process Transaction Field Descriptions
| Field | Description |
|---|---|
Transaction type | From the dropdown list, select the type of transaction you want to perform. |
Amount | The amount of the transaction. |
Currency | The currency used for the transaction. This field defaults from the customer account. |
Payment key | The unique payment key (ID) to which you want to apply the transaction. This field is required for transaction types that are applied to a specific payment (Capture, Chargeback, Refund, Void). Note: You can copy the payment key for a specific transaction from the External Key column of the Payments page. Or you can copy it from the URL displayed on your browser’s address line: Example: URL: Payment key: |
Transaction key | Kill Bill automatically generates an external transaction key for Authorize, Purchase, and Credit transactions. To process a transaction that requires the transaction key, open the payment detail from the Payments screen and copy the key from the Transaction External Key column. |
Reason and Comment | The text you enter here displays on the [_timeline] page. |
Add control plugin | For information on control plugins, see [part_4_tags_and_custom_fields]. |
Add property (Name/Value) | Use this area to assign custom fields and values to the transaction. For information on custom fields, see [part_4_tags_and_custom_fields]. |
Delete Payment Method
| Warning: Kaui does not ask you to confirm your deletion; use this feature with caution. |
To delete a payment method:
Open the account on the Account page.
In the Payment Methods area, click the red X (
Subscriptions
IN PROCESS
Invoices
This section helps you become familiar with the Invoices and Invoice Details pages.
Invoice Page
The Invoices page lists the invoices for the currently selected account.
Kill Bill generates invoices automatically based on the customer’s subscriptions. However, you can manually create an invoice by creating a charge on the customer’s account.
Click on the invoice number to open the Invoice Details page.
Invoice Details Page Layout
The Invoice Details page displays information about the invoice, such as the date it was generated, amount, and so forth.
On the Invoice Detail page, you can:
Make a payment against an invoice
Write off or void an invoice
See the payment details (if the invoice was paid)
| Note: You can perform two other invoice-related tasks on the Accounts page: [_generate_a_dry_run_invoice] and [_pay_all_unpaid_invoices]. |
Open Invoice Details
To get to the Invoice Details page:
Open an account.
Click on the Invoices sub-menu.
Select an invoice number.
| Note: To see any associated payment details, you may need to scroll down the page. |
Make a Payment on an Invoice
To make a manual payment against an invoice:
Open the Invoices Details page for the invoice.
Hover over the credit card icon and select Make Payment.
| Note: If the invoice has already been fully paid, the credit card icon doesn’t show, and the payment details are displayed below the invoice. |
Kaui displays the Process Payment screen:
Fill in the fields. For field descriptions, see the table in the next section.
Click Save. The invoice detail shows the balance due on the invoice. Below the invoice, Kaui displays the payment details, including the status of the payment.
Process Payment Field Descriptions
| Field | Description |
|---|---|
External? | Select this checkbox if the customer is making a payment outside of the Kill Bill system (such as with a check). Note that if this checkbox is selected, it overrides anything selected in the Payment Method field. |
Amount | The amount defaults from the invoice balance. If the customer is making a partial payment, you can change this amount. |
Payment Method | To use the account’s default payment method, leave the field blank. Otherwise, select the payment method from the drop-down. |
Reason and Comment | The text you enter here displays on the Timeline page after the payment is complete. Adding comments is optional. |
Write Off or Void an Invoice
This section explains how to write off an invoice and void an invoice. "Write-off" and "void" have different distinct meanings in Kill Bill:
Write off: Brings the balance of an unpaid invoice to $0. This method is typically used when closing an account with unpaid invoices (or when you are sure the invoice is uncollectible).
Void: Changes the invoice’s status to VOID, in which case it is ignored by the system. An invoice cannot be voided if:
It was partially or fully paid.
It contains positive credit items.
Any invoice item was internally adjusted by the system. (In this situation, you could refund the payment before voiding the invoice.)
Write Off an Invoice
To write off an invoice:
Open the Invoices Details page for the invoice.
Hover over the tag icon (
Select the WRITTEN_OFF checkbox and (optionally) type text in the Comment field.
Click the Update button.
If the write-off is successful, Kaui displays "This invoice has been written off" at the top of the Invoice Detail.
Void an Invoice
To void an invoice:
Open the Invoices Details page for the invoice.
Hover over the trashcan icon (image::i_trash.png[]). Kaui displays a drop-down:
If desired, type text in the Comment field.
Click the Void button.
If the void is successful, Kaui displays "This invoice has been voided" at the top of the Invoice Detail.
Pay All Unpaid Invoices
You can pay all unpaid invoices if a customer account has at least one outstanding invoice. Before you begin, make sure the customer has a valid payment method (see Note).
| Note: If the invoices have gone unpaid because of issues with the customer’s payment method (for example, an expired credit card), make sure you delete the old payment method and add a new one. |
To pay all invoices:
Open the account on the Account page.
In the Billing Info section, click Pay all invoices.
If the payments are completed, Kaui displays a success message at the top of the screen. To see the payment details, click on the Payments sub-menu.
Generate a Dry-Run Invoice
A dry-run invoice lets you see how a customer’s invoice will look without actually committing it. This feature creates a draft invoice as if it’s being generated on the customer’s bill cycle day. It’s a helpful feature for testing. (You cannot generate a dry-run invoice for an invoice generated from a charge.) ←-NOT SURE WE NEED TO SAY THIS
After you generate the invoice, which is in DRAFT mode, you have the choice to commit it. If you do not commit the DRAFT invoice, it remains in the system as a draft.
In order to generate a dry-run invoice, the customer account must be associated with a subscription that has a billing date in the future.
Open the account on the Account page.
In the Billing Info section, make sure the Dry-run checkbox is selected.
In the field next to Dry-run, enter the date that matches the invoice’s upcoming invoice date.
Click the magic wand button:
Kaui generates and displays the draft invoice. A message at the top indicates it is a draft invoice.
Note: To change the invoice from DRAFT to COMMITTED, click "trigger an invoice run" in the message at the top of the invoice. |
Payments
IN PROCESS
Kill Bill automatically pays a charge on the account if you have a default valid payment method defined for the account.
About Automatic Invoice Payments
Kill Bill generates an invoice automatically if an account:
Has an active, recurring subscription AND
Has a default and valid payment method
Kill Bill does not automatically generate an invoice payment if:
No default payment method exists for the account
The default payment method is invalid (e.g., expired credit card)
The
AUTO_PAY_OFForMANUAL_PAYsystem tags are defined for the acocunt
Charges, Refunds, and Invoices
IN PROCESS
Create Charge
Creating a charge in Kaui creates a new invoice. To create a charge:
On the Account page, click Create Charge at the top of the Billing Info section.
Kaui opens the Add New Charge pop-up:
To set the invoice as a draft instead of immediately committing it, uncheck the Auto-commit box and enter the amount of the charge.
| Note: Currency defaults from the customer account and should not need to be changed. |
The Description field and Comments field are optional. What you type here displays on the customer’s invoice.
Click Save and Kaui generates an invoice.
If you unchecked the Auto-commit box, you can click Commit if necessary.
Create Refund
IN PROCESS
Create Invoice
IN PROCESS
Timeline
IN PROCESS
Part 3 - Users, Roles, and Permissions
IN PROCESS
Part 4 - Tags and Custom Fields
IN PROCESS
Part 5 - Plugin Manager and Analytics
IN PROCESS
Part 6 - Tenants and Admin
IN PROCESS
FAQs
IN PROCESS