How To Get the Most Out of Client Billing

How To Get the Most Out of Client Billing

WPMU DEV’s Client Billing is perfect for creating and managing subscriptions, sending professional invoices, and providing your clients with an elegant white label portal where they can pay and manage their accounts (and websites, too).

This article covers all of the essentials of how to get the most out of Client Billing.

We’ll be going over:

1. Automating Your Client Billing and Management

2. Branded Invoices & Emails

3. The White Labeled Client Portal

4. Managing Clients, Payments, and Revenue

Everything we’ll be covering is accessible from the Client Billing tab located in the HUB, where there are several ways to access it.

One way is under the Client Billing tab, which is located on the menu bar.

It’s quickly accessible once in The Hub.

You can also easily access Client Billing on individually hosted sites from The Hub Overview and the upper right corner.

Accessing client billing from the hubThe choice is yours on how to access Client Billing.

You’ll need to have an account with us to get started with Client Billing. If you don’t have one, it’s simple to get started.

And with that, let’s begin!

1. Automating Your Client Billing and Management

As you’ll see, there are several ways to automate features in Client Billing. Automation is a great hands-off approach to focusing on growing and running your WordPress business instead of manually dealing with financial transactions and setting up paperwork.

We’ll touch on what you can do and give you a glimpse of how it’s done!

Automated Subscriptions

Recurring payments are the best way to “set it and forget it” when billing customers for services or products. It automates sending invoices, so you don’t have to collect payments manually.

Subscriptions can include hosting, site maintenance, updates – whatever you’d like. Essentially, anything that will be recurring for your business, you can automate the payment.

Get started with a new subscription by simply heading to the Products & Services area and clicking New Product.

Where you add a new productThis will get you started with a new subscription.

Create a Product

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This article was written by N. Fakes and originally published on WPMU DEV Blog.

Disclosure: Some of the links in this post are "affiliate links." This means if you click on the link and purchase the product, We may receive an affiliate commission.

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