The Account Setup Wizard provides a quick and easy way to set up a subaccount for a website, including pricing options and a standard Signup Form for CCBill accounts. After completing the wizard and posting your standard form code, additional Signup Forms for this subaccount can be set up and customized by clicking Account Admin, selecting this subaccount, and then using the Form Admin link located in the Selection Pane.
The wizard permits the setup of basic options for a new subaccount. Follow the instructions on each page of the wizard until the subaccount setup sequence is complete. The sequence of the (Sub) Account Setup Wizard is displayed in the Selection Pane and permits monitoring subaccount setup progress.
To Setup a New Subaccount:
The New Subaccount # field already contains the next available number; edit the field if required.
Click Next to advance to the next page.
The Website Info area allows you to enter the main information for the subaccount such as the merchandise explanation, correspondence email address, and web locations.
★Contact Merchant Support to have the Confirmation options activated. After CCBill has activated the Confirmation options, go to the Form Admin area of the Tools section and click Layout in the Update Form Selection Pane to enable the Opt Out feature.
User Management refers to the criteria that control and secures your members/ consumer authentication data. Usernames and passwords control the access to the members' area of the website. Below is the default criterion you previously set up for your Account's User Management.
To continue utilizing this type of User Management for the subaccount, click Next >>.
To utilize a different type of User Management for this subaccount, click the Modify button. The Modify page allows you to alter the User Management settings.
In this area, you may choose to have CCBill set up the installation or perform your own installation:
Use the radio buttons to select the installation type. If you choose to perform your own installation, click the Self Installation radio button.
If you choose to have CCBill perform your installation, click the CCBill Installation radio button to display a page requesting the information CCBill needs to perform the installation.
Click the Next >> button to continue.
Use this page to finish or continue the billing options account setup. If you decide to quit at this point, the subaccount options may be completed at a later time in the Pricing Admin and Form Admin.
At this point, our team has everything it needs to set up your subaccount. All newly created subaccounts require subaccount review and installation prior to accepting real transactions. We attempt to review, approve and install all accounts within a 72-hour period from when they are submitted.
Weekends and financial holidays may extend this review period. Please be aware that it may be necessary for us to contact you for additional information during that time period.
To make changes to the information you provided for this subaccount, click << Prev. To use the Subaccount Setup Wizard to complete the setup of your pricing options and form set up for this subaccount, click Proceed. To return to the Account Admin area, where the advanced admin features can be used to further customize the subaccount, click Finish.
To make changes to the information you provided for this subaccount, click Prev.
This will open the download Index Page. Click the Finish button again to open the View Subaccount Info page.
Select Pricing Option Type permits a choice of billing options for the Signup Form. The options determine the payment amounts, subscription periods, and billing types available to the consumer. Choosing Single Billing Type opens a screen to append the one-time choices. Choosing Recurring Billing Type opens a screen to append the recurrent choices.
Setup as many pricing options as required for this subaccount. To start your pricing, choose from one of the pricing options.
Three Subscription Service Types are available to you only under the following circumstances:
If you meet these requirements you will have the following options available to you under the Subscription Service Types drop-down menu:
For further information about this service, see the DataLink Extract addendum for Merchant Driven Settlement.
Select Single Billing Type from the Pricing Options page to display the Single Billing Type page where you can set up the one-time billing options.
Setup the one-time billing options. The service charges the consumer the amount only once.
Field List (Add Single Billing Type)
Select the Recurring Billing Type from the Pricing Options page to display the Recurring Billing Type page.
Setup the recurrent billing options. The service charges the consumer the initial amount during the first signup. The consumer is rebilled after the initial period for the recurring amount and continues to be rebilled every recurring period until cancellation. The system removes the consumer from your site after the final billing period ends.
Enter the following information:
CCBill no longer offers Telephone Billing. The information below is intended for merchants who have had Telephone Billing before the option was retired.
After selecting Telephone Billing from the Pricing Options page, the New Telephone Billing Pricing Option setup page is displayed where various options may be selected.
Setup the Telephone Billing Payment options. The system charges the consumer this amount.
New Telephone Billing Option List:
The Billing Overview page allows you to add and delete Single, Recurring, and/or Telephone billing options for the subaccount. The billing types entered here are used later in the subaccount setup.
The Single, Recurring, and Telephone Billing areas have the same fields as those outlined in the Single Billing Type and Telephone Billing sections except for the following:
An initial period greater than or less than the Recurring Period suggests that the subscription has a trial period, indicated by a Y in the Trial field. An initial period equal to the Recurring Period suggests that the subscription does not have a trial period; there will be an N in the Trial field.
Click Create New Pricing Option to add a new billing type.
To delete a billing type, select the appropriate Delete checkbox and click Delete to remove the billing type. When finished adding or viewing the billing types, click Next >> to continue.
Once the billing options are set up, the Billing Overview page will be updated. Review the billing options before you continue.
From the subaccount's pricing options, choose which subscription type to display on the Sign Up Form for this subaccount.
The Subscription Types list on the left of the page shows the pricing options that will be available on the Signup Form.
Use the Up Arrow and Down Arrow buttons to the right of the Subscription Types list to choose the order of the pricing options on the Signup Form. The Subscription Types list on the right of the page displays the order of the subscriptions to be used for the form.
Use the Selected Price drop-down menu to choose the preferred subscription to display when the Signup Form is first loaded. The Selected Price drop-down menu does not change the order of the prices you have chosen. The price in the Selected Price drop-down menu is displayed when the consumer first views the pricing options on the Signup Form.
The consumer may choose other pricing options that you have selected after viewing the preferred subscription. Refer to topic Generate HTML for more information about how the pricing options are ordered on the Signup Form.
CCBill no longer offers Telephone Billing. The information below is intended for merchants who have had Telephone Billing before the option was retired.
From the subaccount's pricing options, choose which subscription type(s) you would like to offer for this subaccount on the Sign Up Form.
The Subscription Types list shows the pricing options that will be available to consumers on the Sign Up Form. Use the Up Arrow and Down Arrow buttons to the right of the Subscription Types list to order the pricing options in the way they will be listed on the Sign-Up Form.
The Subscription Types drop-down menu on the right of the page displays the order in which the subscriptions are listed on the form.
Use the Selected Price drop-down menu to choose the subscription to be displayed when the Sign Up Form is first loaded. The selected item is displayed when the consumer first views the pricing options on the Sign Up Form; the consumer can choose the other pricing options you have selected after viewing the preferred subscription.
Refer to topic Generate HTML for more information about how the pricing options are ordered on the Sign Up Form. Choosing a Selected Price does not change the order of the Subscription Types you have selected.
The Form Layout page allows you to select the arrangement of the components for the Signup Form.
Choose the layout that you would like to use for this subaccount. The forms available include the standard options. Click on a thumbnail to see a larger image and open the form in a separate window.
Click the appropriate radio button for the design option, then click Next to continue.
The Form Theme page allows you to select the look and feel for the Signup Form.
Which theme would you like to use for your Signup Form? Click on a thumbnail to see a larger image and open the form in a separate window.
Click Next to continue.
The Index Page will redirect consumers to the Sign Up Form. Please choose from the standard Index page options. You may click on the thumbnail to see a larger image. To download this page to your system, click Next >> to continue. To download this page to your system, click Next to continue.
To change any portion of your form layout, theme, or index page, click << Prev to go back. To change any portion of your form layout, theme, or index page, click Prev to go back.
The subaccount information and new Signup Form have been saved to our system. You can now download a zip file that contains a folder with the HTML and images for your index page. To download your zip file click the Download button.
IMPORTANT:
Once downloaded, simply extract and FTP the entire CCBill folder to your server. If you do not know how to do this, contact your web hosting company for directions. For detailed instructions, review the "read me" file contained in the CCBill Folder.
If you do not wish to handle this portion of the subaccount setup and would like for CCBill to place your HTML code for your form, click the Download button and contact our support team at merchantsupport@ccbill.com. We will be happy to assist you.
After you have finished creating the new subaccount, you will be directed to the View Subaccount Info area under Modify Subaccount. This allows you to review the information you entered for the new subaccount and modify the subaccount's user management, forms, and pricing options.