Fiiber Billing

1. To get started, go to the Billing section by clicking the icon in the Nav bar at the top of the page. If it is your first time in the Billing section, you will be prompted to go to Billing Settings (within the account page) in order to connect/sign up for a Stripe account.

2. If you already have a Stripe account, you can click {Connect} in order to login. If you do not have a Stripe account, you can click {here} below to sign up for a Fiiber optimized Express account.

3. Before you begin any billing, if you will be charging tax with your invoices and/or transactions, navigate (using the navigation bar on the left) to Tax Rates. From this page, in the top right, select {New Tax Rate}. You can now apply this tax rate to future Invoices, Subscriptions and featured Catalogs within the Checkout.

4. In order to charge customers on a recurring basis, or to re-use established invoice items, you can click on the Products tab and create your first Product! After clicking {New Product}, you will be prompted to choose a name, price and cycle. The “cycle” refers to whether you want your product to be a one-time purchase like a book or a t-shirt, or a recurring product like a gym membership. You can set your cycle to a variety of different intervals including weekly, monthly and so on. You can also set a single product to have multiple pricing tiers. For example, a gym membership can have different pricing for students, adults, and seniors.

5. The Customers tab is where you are able manage your clients for billing purposes. Clicking on an individual customer will bring up the Customer View which displays a client's transaction history including the products and subscriptions they have previously purchased. You can add customers manually or automatically create new customers when a user submits a form that utilizes the Customer Profile widget that comes pre-installed on a new form.

Note: Customers are also automatically created when someone makes a purchase from the Checkout.

6. You can bill customers via email or by charging a client's card-on-file by navigating to Invoices. After clicking {New Invoice}, you can select the customer you'd like to bill, followed by the products you're charging them for. You can select from pre-created products, or create a one-time charge instance by writing a description and price for your line item. If you'd like, you can select a tax rate and choose the method that you would like to charge with. Sending the invoice via email is the default but if you've charged this customer before, you can select from their available card(s) on file. By clicking {Create Invoice}, you will establish a Draft version of this invoice. Draft invoices can be edited and saved until you're ready to send them. You can confirm the details of your newly created invoice, and select {Send invoice} to either email the bill to your customer, or charge their stored credit card.

Note: Invoices can include products with recurring prices but will not initiate a billing cycle. See Subscriptions below.

7. If you are going to be charging your customers on a recurring basis, navigate to the Subscriptions tab and click {New Subscription} to setup your client. Setting up a subscription is similar to an invoice but subscriptions can be created for any length and time and can be scheduled to start immediately or in the future. You can subscribe recurring products that have a cycle that is set to daily, weekly, monthly or yearly. Once you're finished, you can view your Subscription under the tab labelled {Active}, or {Scheduled} if it is set to start in the future.

Note: Subscriptions cannot include one-time products, or products with varying cycles.

8. The Transactions tab lets you manage all of the charges you've made through Fiiber. Clicking on a specific transaction will bring up the Transactions view, giving you detailed information about the transaction history. This is also where you are able to issue Refunds to your customers for previously successful charges. Simply Click the {Refund} button while inside a Transaction view, and input the amount you'd like to refund based off of the transaction.

9. Catalogs allow you to put your created products into a collection that you can attach to your forms and offer to customers using the Inline Catalog widget. To create a Catalog, navigate to the Catalogs tab and click {New Catalog}. You will then be prompted to name the Catalog, apply a tax rate to be used for purchases, and choose the products you want to offer inside this Catalog. Once you've created your Catalog, you can adjust the positioning of the products in the Catalog by grabbing and dragging them from the Catalog view.

10. Billing customers can be done in multiple ways. You can invoice customers and setup subscriptions from the Fiiber Billing area, or, you can attach an Inline Catalog widget to a form that will send customers who have selected their product and submitted your form to what's called the Checkout. Checkouts are secure, Stripe-hosted payment portals that allow your customers to input their credit card info safely, and pay for their product in a few seconds. Payments from your Checkout can be tracked under Transactions and will also be referenced in your form's Results page. Follow the steps above to create a Catalog, select your products and tax rate, and attach the Inline Catalog widget to your desired form to initiate the Checkout after submission.