Pricing and Fees

CCBill provides pricing for nearly every type of business. Each Online Payment Service Solution (IPSP) account receives access to hundreds of included features and tools to help manage an online business, all at an inclusive rate and without tiers of hidden fees.

    
LOW RISK
HIGH RISK
DONATE
ADULT
DIRECT

Basic Plans

Merchants
U.S., Canadian, EU, and U.K. Merchants Only
U.S., Canadian, EU, and U.K. Merchants Only
U.S. 501(c)(3) Nonprofit Organizations
U.S., Canadian, EU, and U.K. Merchants Only
Only in Available Countries
New Accounts Only
X**
X**
X**
 
X***
Adult Content Allowed
 
 
 
X
X
Setup Fee
$0.00
$0.00
$0.00
$0.00
$0.00
Monthly Fee
$0.00
$0.00
$0.00
$0.00
$0.00
Rate
3.9% + $0.55
5.9% + $0.55
3.9% + $0.55
10.8% to 14.5%
5.9% + $0.55
Volume Discounts/Tiers
 
 
 
Five Available
 
Annual High-Risk Registration Fee
n/a
n/a
n/a
$1,000.00 US/Canada $500 EU/UK
None

Global Payment Options

All Payment Types Available
X
X
X
X
Debit Only
 
Payment Methods
Visa, Visa Debit, Visa Prepaid and Gift, Visa Electron, Carte Bleue Visa, MasterCard, MasterCard Debit, MasterCard Prepaid and Gift, Discover, JCB, Diners Club, Maestro, ACH Online Checks, EU Debit, Direct Debit, DirectPay EU
Visa, Visa Debit, Visa Prepaid and Gift, Visa Electron, Carte Bleue Visa, MasterCard, MasterCard Debit, MasterCard Prepaid and Gift, Discover, JCB, Diners Club, Maestro, ACH Online Checks, EU Debit, Direct Debit, DirectPay EU
Visa, Visa Debit, Visa Prepaid and Gift, Visa Electron, Carte Bleue Visa, MasterCard, MasterCard Debit, MasterCard Prepaid and Gift, Discover, JCB, Diners Club, Maestro, ACH Online Checks, EU Debit, Direct Debit, DirectPay EU
Visa, Visa Debit, Visa Prepaid and Gift, Visa Electron, Carte Bleue Visa, MasterCard, MasterCard Debit, MasterCard Prepaid and Gift, Discover, JCB, Diners Club, Maestro, ACH Online Checks, EU Debit, Direct Debit, DirectPay EU
ACH, Direct Debit, EU Debit, DirectPayEU
Consumer Payment Currencies
USD, CAD, AUD, JPY, EUR, GBP
USD, CAD, AUD, JPY, EUR, GBP
USD, CAD, AUD, JPY, EUR, GBP
USD, CAD, AUD, JPY, EUR, GBP
USD, EUR
Product Pricing Currencies
USD, CAD, AUD, JPY, EUR, GBP
USD, CAD, AUD, JPY, EUR, GBP
USD, CAD, AUD, JPY, EUR, GBP
USD, CAD, AUD, JPY, EUR, GBP
USD, EUR
 
Shopping Page Languages
English, German, Spanish, French, Italian, Japanese, Korean, Mandarin, Chinese, Portuguese, Hindi, Swedish, Danish, Norwegian
English, German, Spanish, French, Italian, Japanese, Korean, Mandarin, Chinese, Portuguese, Hindi, Swedish, Danish, Norwegian
English, German, Spanish, French, Italian, Japanese, Korean, Mandarin, Chinese, Portuguese, Hindi, Swedish, Danish, Norwegian
English, German, Spanish, French, Italian, Japanese, Korean, Mandarin, Chinese, Portuguese, Hindi, Swedish, Danish, Norwegian
English, German, Spanish, French, Italian, Japanese, Korean, Mandarin, Chinese, Portuguese, Hindi, Swedish, Danish, Norwegian
Recurring Transaction Surcharge
2%
0%
0%
0%
0%
Customer Service Fee Per Transaction
$0
$0
$0
$0
$0
Minimum Transaction Size
$10.00 Average*
$10.00 Average*
$10.00 Average*
$2.95
$2.95
Minimum Weekly Volume
None
None
None
None
None

Payment Options

Settlement Currencies
USD
USD
USD
USD
USD
Payout Delivery Options
ACH Express, SEPA, Mail, Overnight Mail, ACH Transfer, Canadian Wire Transfer, EU Wire Transfer
ACH Express, SEPA, Mail, Overnight Mail, ACH Transfer, Canadian Wire Transfer, EU Wire Transfer
ACH Express, SEPA, Mail, Overnight Mail, ACH Transfer, Canadian Wire Transfer, EU Wire Transfer
ACH Express, SEPA, Mail, Overnight Mail, ACH Transfer, Canadian Wire Transfer, EU Wire Transfer
ACH Express, SEPA, Mail, Overnight Mail, ACH Transfer, Canadian Wire Transfer, EU Wire Transfer
Payout Frequency
Weekly
Weekly
Weekly
Weekly
Weekly
Custom Payout Thresholds
X
X
X
X
X
Accounting Splits
X
X
X
X
X
+

Affiliate and Marketing

Integrated Affiliate System
X
X
X
X
X
Custom Email Receipts
X
X
X
X
X
Member and Buyer Reports
X
X
X
X
X

Fraud and Consumer Services

Advanced Fraud
Screening and
Protection

X

X

X

X

X
24/7 Billing and Password Support for Users

X

X

X

X

X
Customer Service for Orders

X

X

X

X

X
Customer Service Languages

English, Spanish

English, Spanish

English, Spanish

English, Spanish

In 12 Languages
 
Payment Page Languages
English, German, Spanish, Italian, French, Japanese, Korean Hong Kong/Chinese Traditional Chinese, Portuguese
English, German, Spanish, Italian, French, Japanese, Korean Hong Kong/Chinese Traditional Chinese, Portuguese
English, German, Spanish, Italian, French, Japanese, Korean Hong Kong/Chinese Traditional Chinese, Portuguese
English, German, Spanish, Italian, French, Japanese, Korean Hong Kong/Chinese Traditional Chinese, Portuguese
English, German, Spanish, Italian, French, Japanese, Korean Hong Kong/Chinese Traditional Chinese, Portuguese

Automation Tools

Subscription Automation
X
X
X
X
X
Free Trial Options
X
X
X
X
X
Integrated Subscription Management
X
X
X
X
X
FlexForms System
X
X
X
Optional
X
Regional, Localized Pricing
X
X
X
X
X
Customization Options
 
 
X
X
X
CCBill User Management
X
X
X
X
X
Membership Management
X
X
X
X
X

Integrations and Customization Options

Offers and Upsells
X
X
X
X
X
Cross-sells
with Other CCBill
Merchants
X
X
X
X
X
Integration Support
X
X
X
X
X
Dynamic Pricing
 
 
X
X
X
Marketing Tools
X
X
X
X
X
Shopping Cart Integration
X
X
 
X
 

Transaction Fees

Rate
3.9%
5.9%
3.9%
10.8% to 14.5%
5.9%
Per Transaction Fee
$0.55
$0.55
$0.55
$0.00
$0.55
Cross-border fee
$0
$0
$0
$0
$0
EU/U.K. Merchant Surcharge
n/a
n/a
n/a
1.5%
n/a
Recurring Transaction Surcharge
2%
0%
0%
0%
0%
Free Trial Surcharge
None
None
None
None
None
Security Deposit/Reserve
5% Rolling Reserve For 8 Weeks
5% Rolling Reserve For 8 Weeks
5% Rolling Reserve For 8 Weeks
5% Rolling Reserve For 26 Weeks
5% Rolling Reserve For 26 Weeks For High-isk
5% Rolling Reserve For 13 Weeks For Low-risk

Chargeback and Change Fees

Chargeback Fee
$25.00
$25.00
$25.00
$0.00
$25.00
Refund Fee
$0.15
$0.15
$0.15
$0.00
$0.15
Check Stop Payment
$20.00
$20.00
$20.00
$20.00
$20.00
ACH Bad Information Fee
$20.00
$20.00
$20.00
$20.00
$20.00
ACH Re-Route Fee
$20.00
$20.00
$20.00
$20.00
$20.00
ACH Deletion/Reversal Fee
$30.00
$30.00
$30.00
$30.00
$30.00
Return Wire
$15.00
$15.00
$15.00
$15.00
$15.00

Fees for Payout Options

U.S. Merchants and Affiliates
USD Check
USPS First Class Postage
USPS First Class Postage
USPS First Class Postage
USPS First Class Postage
USPS First Class Postage
ACH Transfer
$5.00
$5.00
$5.00
$5.00
$5.00
ACH Express
$15.00
$15.00
$15.00
$15.00
$15.00
Second Day Delivery of USD Check
$15.00
$15.00
$15.00
$15.00
$15.00
Priority Overnight Delivery of USD Check
$22.00
$22.00
$22.00
$22.00
$22.00
International Merchants and Affiliates
SEPA Payouts
$10.00
$10.00
$10.00
$10.00
$10.00
USD Check
International Postal Rates
International Postal Rates
International Postal Rates
International Postal Rates
International Postal Rates
Overnight Delivery of USD Check
Depends on Destination
Depends on Destination
Depends on Destination
Depends on Destination
Depends on Destination
CAN Wire Transfer
$30.00
$30.00
$30.00
$30.00
$30.00
EU Wire Transfer
$30.00
$30.00
$30.00
$30.00
$30.00
Associated Countries Wire Transfer
$30.00
$30.00
$30.00
$30.00
$30.00


*Average transaction size over a billing period must average $10.00 or higher, or an additional 3% surcharge on all transactions will apply until the average increases to the minimum.

**Pricing package available only for new business accounts and may not be applied to existing accounts processing for these business models. The pricing can, however, be applied to new subaccounts for existing merchants.

***CCBill Direct pricing is eligible only for new accounts, or for existing merchants who are not actively processing ACH or any EU Debit options. Rates may vary depending on risk category.

A government issued tax identification number and photo identification is required for all CCBill accounts.

Submit Feature Request

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Help improve our services by supporting the features you need to succeed.

CCBill Pay Merchant FAQs

What is CCBill Pay?

CCBill Pay is an online service which enables consumers to store up to 25 payment options. When making transactions through a FlexForm, consumers can choose to complete a purchase with CCBill Pay. All your customers need to do is log in to their account and confirm the purchase, thus making the buying process safer, quicker, and easier.

CCBill Pay Merchant Faqs heading

How does CCBill Pay work?

CCBill Pay is offered on every FlexForm at checkout along with every other payment method, and it works perfectly on every device. The initial release of CCBill Pay only supported payment cards as the payment method. We are now proud to announce that CCBill Pay supports ACH Online Checks as an additional payment option. English is the only supported language in the current version of CCBill Pay.

  1. Your consumers can create a CCBill Pay account anytime they are making a transaction via CCBill’s FlexForms. However, CCBill Pay will NOT be displayed as a payment option if the consumer doesn’t select English on the FlexForm.
  2. Once their account has been activated, consumers can add up to 25 payment methods.
  3. Every time they make a transaction from a FlexForm, they will have the opportunity to pay with CCBill Pay. All they have to do is enter their account credentials and confirm the purchase.

Who provides support for CCBill Pay consumers?

CCBill’s Consumer Support department will provide full support (24/7/365) to CCBill Pay consumers.

How can my consumers get help with CCBill Pay accounts?

Your consumers will be able to get help from CCBill at every step of the way, using the method most convenient to them.

What benefits do consumers get from CCBill Pay?

Consumers get a quicker, easier, and safer payment method in addition to detailed insight into the subscriptions they have purchased and complete control over their transactions and stored payment options.

Is CCBill Pay safe for consumers?

Just like with our regular payment methods, CCBill works hard to protect the security of your consumers. We have been a trusted online payment processor since 1998 and CCBill Pay is a product of our expertise and experience.

Customer information is stored on secure servers and encrypted using secure socket layer (SSL) technology. CCBill Pay accounts are constantly monitored and consumers are notified if any changes take place.

In which countries is CCBill Pay available?

CCBill Pay is available worldwide.

Are there any fees associated to offering CCBill Pay?

There are no additional fees associated to CCBill Pay.

Is the service suitable for multiple currencies?

All currencies available with FlexForms are available with CCBill Pay as well.

Available CurrenciesAvailable Currencies
USDEUR
GBPCAD
AUDJPY

What type of payment methods can be stored in CCBill Pay?

During the initial release of CCBill Pay, payment cards were the only supported payment method. However, we have added ACH Online Checks with account validation as an additional payment option. You can expect a wider range of payment methods with a future release of CCBill Pay.

Is it safe to offer ACH as a payment method with CCBill Pay?

ACH transactions processed using CCBill Pay are the transactions coming from accounts where users need to verify their email and payment information. Since these consumers have to confirm they have the ownership of the bank account, every subsequent ACH transaction they make with CCBill Pay is of the lowest possible risk for Merchants. Accepting ACH as a payment method through CCBill is not only safe but also easy for consumers to complete. This increases checkout conversions for our Merchants while dropping failure and chargeback rates.

How do consumers verify their bank accounts?

Once a consumer saves their bank account information through a FlexForm or CCBill Pay admin, they receive an email to verify their new payment method. CCBill makes two (2) small deposits to their bank account. Consumers need to enter the two amounts (in cents) in the CCBill Pay to verify they are the owners of the bank account in question.

ACH Verify Bank Account window

How long does it take to see a deposit on the bank account?

Consumers will immediately see the deposits on their bank account statements. This may vary from bank to bank, but should not take longer than a few moments.

Is there a notification when a consumer validates their bank account information?

Yes, if a consumer enters valid amounts in the Verify Bank Account prompt, the system shows This Account is Verified next to the bank account in question. CCBill also sends an email as a follow-up notification for this action.

Is there a time limit for ACH account verification?

Consumers have four (4) business days to verify the bank account information using the deposits CCBill made to their accounts.

Are there any reminders if consumers forget to verify their ACH account?

There are three (3) email notifications as follow-up reminders. When consumers log into CCBill Pay Admin and go to the Payment Options section, the system also warns them with the message This Account is Not Verified.

In addition to that, if consumers try to use an unverified ACH account on a FlexForm as a payment method, they will get a notification that the account is not verified.

Can I only accept ACH transactions from verified bank accounts?

Yes. If you decide to accept ACH as a payment method, this is going to be possible only through validated CCBill Pay accounts with verified bank accounts.

Is the initial ACH transaction going to fail if the bank account is not verified?

If consumers go through adding a bank account to CCBill Pay as they are checking out, the initial transaction is not going to fail if the bank account is not verified immediately.
Even if for some reason a consumer cannot verify their account at that moment, they are able to complete the purchase. The system is verifying that information so that future transactions are processed through a verified ACH account.

Does CCBill pull back the deposits used for ACH account verification?

Yes, we do. After a certain amount of time, the two amounts will be withdrawn from the consumer’s account.

Can consumers create a new CCBill Pay account using the unverified ACH bank account information from another CCBill Pay account?

No, consumers cannot use an unverified bank account information to open another CCBill Pay account. The CCBill Pay system does not allow these consumers to process any other ACH transactions using the bank accounts they have not verified.

What happens if a consumer enters a wrong routing number?

The system automatically recognizes the originating bank for the routing number in question and shows the bank name below the field. This way, consumers can see in real time if the routing number is correct and make any adjustments if necessary.

How many ACH accounts can consumers add per CCBill Pay account?

The maximum of three (3) ACH accounts can be added per CCBill Pay Account.

Can consumers change from ACH to another payment method for active subscriptions?

At the moment, consumers cannot change from ACH to another payment method for active subscriptions tied to that ACH account. We are working to implement this feature in the upcoming releases of CCBill Pay.

What benefits do I get from CCBill Pay?

CCBill Pay was designed to benefit your business in many ways:

All of these improvements will enhance revenue growth and will increase brand awareness.

Where can consumers find documentation for CCBill Pay?

Consumer documentation for CCBill Pay can be found in CCBill’s Consumer Knowledge Base, and consumers will be linked to the Consumer Wiki from within their CCBill Pay account.

You may direct all of your consumers to our consumer documentation if they have any inquires or concerns regarding CCBill Pay.

Will CCBill Pay work with Legacy Forms?

CCBill Pay works exclusively with FlexForms and it is NOT supported by CCBill’s Legacy forms.

So, what is FlexForms?

FlexForms is a result of CCBill’s continuous effort to create a completely new form system, one that offers merchants and consumers more features and options. Evolve your business with FlexForms by using its many features to create custom cascades, route traffic, conduct testing in order to raise your conversion rates, and reap the benefits of reaching a larger group of buyers.

Read more about FlexForms and Smart Checkout.

Can I opt-out of CCBill Pay?

Merchants will not be able to opt-out of CCBill Pay. CCBill Pay will be presented to consumers, just like any other payment method.

If you have any concerns or inquiries, contact Merchant Support.

What do I need to do in order to implement CCBill Pay?

Current FlexForms Users:

CCBill Pay has been implemented within every FlexForm. Everything is up and running, so there is no need for you to make implementation plans.

Users who haven’t switched to FlexForms:

Merchants need to make the transition onto FlexForms in order to enable CCBill Pay. On how to create and implement FlexForms on your site, refer to the FlexForms Quick Start Guide.

Will I have less control over my forms with CCBill Pay?

You will still have complete control over your forms in the CCBill Admin Portal, and you are completely free to organize your payment flows, insert images, set the layout, and create custom themes.

What if I have a custom FlexForm?

Custom forms are unaffected except for the addition of the links for CCBill Pay. If you have any concerns or need help with custom forms, contact Merchant Support.

Has anything changed in the payment process with CCBill Pay?

Nothing has changed. The complete payment process has remained the same, but the overall consumer experience has been improved. Additionally, nothing has changed concerning the way you receive your earnings.

CCBill Pay Email Template
Consumers who pay through CCBill Pay will receive emails with the updated CCBill Pay email template instead of the existing CCBill template. (The only exception being Subscription Canceled emails.) Merchant configured emails and settings will not be impacted.

How can I identify CCBill Pay transactions in my merchant report?

Detailed reports on the number of your transactions conducted through CCBill Pay will be provided with the release of an update for CCBill Pay.

Will I have fewer features with CCBill Pay?

Every feature available to you now is available with CCBill Pay. It does not remove any of your options, it simply offers a more convenient buying experience for your consumers.

Are consumers required to use CCBill Pay?

They do not have to create a CCBill Pay account or make transactions via CCBill Pay. Consumers can opt for any other available payment method offered on your FlexForm by selecting the ‘’Pay as Guest’’ option.

I have a question that’s not listed in the FAQs…

If you have a question that’s not listed in the FAQs you can contact Merchant Support for further clarification. Our Support Team members are ready to assist you 24 hours a day, 7 days a week.

Legacy Affiliate System FAQs

The Legacy Affiliate System allows you to create your own system that allows affiliates to send traffic to your site. The Legacy Affiliate System ensures that all of the payouts are sent by CCBill directly to your Affiliates based on your selection of a PPS (Pay Per Sale) system or a Shared Revenue system.

How do affiliate payouts work?

When an Affiliate refers a consumer to your site, the affiliate will receive a portion of the sale that the Affiliate referred to you based upon the settings that you have chosen. You will be issued payment for the remaining amount (after the Affiliate portion and fees are removed) on your next scheduled payment (dependent upon break amounts and time restrictions you set up).

You can check the Crecit/Check Transactions Report or the Check Amount Report for information about amounts debited from your account and credited to Affiliate accounts.

How do I set up an affiliate program?

Please note that if you're setting up an Affiliate Program for a subaccount OTHER than "0000" (the main account), click the Advanced Features link and disable CCBill Account Grouping.

  1. Log in to the Admin Portal.
  2. Browse to the Legacy Affiliate Mega Menu, then click System Set Up.
  3. Fill in the fields with information about the program you wish to create.
    • Redirect URL - When a surfer clicks on an advertisement banner, which is located on an Affiliate website, they will be sent to the Redirect URL . For example a valid Redirect URL for the home page might look like: 'http://www.yourwebsite.com/index.htm' and an example of the Tour page would be: 'http://www.yourwebsite.com/tour/index.htm.'
    • Banner URL - This URL points to the directory and file where your banner is located on your website. An example of a valid Banner URL is 'http://www.yourwebsite.com/banners/banner1.jpg'. There are ten fields available, which allow you to enter URLs pointing to ten different banners created for your Affiliate Program. You are only required to enter one banner, but you can enter up to ten, if required.
    • Banner Farm URL - The Banner Farm URL is a page you create, which displays all of your banners. Your Affiliates will be sent to this page after clicking the link you enter in the Banner Farm URL.Affiliate Payouts - Only one base payout type is required. If you are using free trials, select the percentage payout option. To offer a combination of percentage payout and dollar amount per sale, enter information for both the base percentage and dollar amount.
    • Telephone Billing Percent Payout - Telephone Billing is NO longer available within our system.
    • Base Percentage Payout - The fraction amount to payout for referred sales. This is the amount that will be paid to Affiliates when they send customers to your site provided the customer successfully signs up. If this amount is set to 50 then the Affiliate will receive 50% of the sale. Enter the percentage as 25, not 0.25.
    • Base Dollar Amount - The flat payout rate for referred sales. This option does not work with free trials. This is the amount that will be paid to Affiliates when they send customers to your site provided the customer successfully signs up. If this amount is set to 5.00 then the Affiliate will receive $5.00 from the sale.
    • Recurring Payment - To offer a portion of the recurring sales select Yes, otherwise select No.
    • Receive Sales Emails - Select Yes to receive an E-mail about each sale that the Affiliates refer to your website, otherwise select No. This E-mail contains the date of the transaction, the amount, and other valuable information pertaining to the sale.
    • Serve Banners - Select Yes to serve banners from your website, otherwise select No. If you select Yes then each time a surfer views your Affiliate's website, the advertisement banner will be loaded from your website, and will be displayed on your Affiliate's website. This will increase your bandwidth usage. The advantage to using this option is that if you change your banner image then your Affiliate will not have to re-upload the new banner. The new banner image will be automatically displayed on your Affiliate's site. If you select No then your Affiliates will save the banner image on their server, which will not have any effect on your bandwidth. In this instance you will need to notify the Affiliate to re-upload your updated banners.
    • Receive Signup Emails - Select Yes to receive an E-mail every time a new Affiliate signs up, otherwise select No.
    • Program Name - Enter a short and descriptive name/program designation for the Affiliate Program. For example, if the website's name is "E-cash", then the program name might be "E-cash Affiliate Program". The program will use a default name when nothing is entered.
    • Click Tracking - Allows you to choose the type of click tracking desired and define unique tracking for your Affiliates. You may choose Raw and/or one Unique option. Also choose from the drop-down menu the time frame (1, 3, 6, 12, or 24 hours) to use for breaking down the data collected. The title Click Tracking contains a drop-down menu with your Click Tracking history for the account. You can use this feature to view past settings for the account and re-activate those settings by clicking Activate. Click the X to close the history viewer. Raw is enabled by default and cannot be turned off.
    • Allow Affiliate to View the Following Clicks - Choose the level of detail you wish your affiliates to be able to view: Raw, Second Page, Unique (as you defined in Click Tracking above), or Form. Verify all the information and make changes as needed. The settings can be edited at any time but will only affect newly signed up affiliates; existing affiliate's setting will not change.
  4. Click Update to save the changes you have made.

Notes

If you set up both a Base Percent Payout and a Base Dollar Payout you will be providing affiliates with BOTH (Base Dollar Payout + Base Percent Payout).Affiliate Sign Up Form

Once the program is set up, the next step would be to set up the Affiliate Sign Up form on your website. Do so by obtaining the HTML code for the sign up form, under Legacy Affiliate > Signup Template. Find more information by referring to the How do affiliates register to my Affiliate Program? article.

IMPORTANT NOTE: If you do not complete this step, Affiliates will not be able to sign up. CCBill does NOT do any affiliate advertising for you.

How do affiliates register to my affiliate program?

Before affiliates start signing up you need to create a signup banner. To do so, please follow the instructions below:

  1. Sign in to the Admin Portal.
  2. Browse to the Legacy Affiliate Mega Menu.
  3. Click the Signup Template link.
  4. Copy the HTML code provided (CTRL+A to select all, CTRL+C to copy).
  5. Paste the code in a Windows Notepad file, or into any HTML editor and save the file with a .html extension.
  6. Upload the file to your server.
  7. Create a Sign Up link and send potential affiliates to the new page you just uploaded.

How can I view my sign up form traffic?

Traffic may be viewed in our Form Hits report.

  1. In the Admin Portal, navigate to Reports > Transaction Reports > Form Hits.
  2. Click Open Report.
  3. Select a date or date range.
  4. Click Apply Changes.

This report displays traffic doming into specific forms, submissions, and approvals. Additional Breakdown By options are available for further analysis.

How can I look up an affiliate?

To look up an affiliate:

  1. Sign in to the Admin Portal.
  2. Browse to Legacy Affiliate > Affiliates.
  3. Enter search terms in the available fields (Affiliate ID, Email, First/Last Name).
  4. Click Lookup.

From this area you may also sign up new affiliates or email your existing affiliates.

How can I edit an individual affiliates payout settings?

Payout settings for an Affiliate are edited by clicking on the Legacy Affiliate Mega Menu, then selecting the Affiliates link. After locating the Affiliate you wish to edit, click the link to modify their payout settings.

How can I deactivate an affiliate?

To deactivate an affiliate:

  1. Sign in to the Admin Portal.
  2. On the Legacy Affiliate Mega Menu, select Affiliates.
  3. Enter search terms to locate the Affiliate you wish to deactivate.
  4. Click Lookup.
  5. Locate the Affiliate you wish to deactivate and click the Active Partner hyperlink.
  6. Choose a suspend reason and enter notes (required).
  7. Click Continue.

How do individual payout, grouping, and system setup payout settings interact with one another?

Affiliates register to your account with the payout settings you define in the System Setup. After the Affiliate has signed up you may add the affiliate to an Affiliate Group. This overrides the settings for the Affiliate, allowing you to edit the affiliate's individual settings.

Settings are applied in the following manner:

  1. System Settings are as Default.
  2. Individual and Affiliate Group Settings override the System Setup settings.
  3. Individual Settings override Group Settings.

What's the difference between raw and unique clicks?

Raw Clicks - They represent the total number of times the banner or link advertisement were selected by a consumer. The impact of banner advertisements are evaluated by how often consumers who see the ad click on it.

Unique Clicks - The total number of Unique Clicks based on each unique IP address that clicked on the banner advertisement.

Sales per click report

You can locate a breakdown of these individual reports within your admin account at Reports Sales Per Click, this report provides a breakdown of Raw ClicksRaw RatioUnique ClicksUnique RatioForm Clicks, and Form Click Ratio.

Raw Ratio - the proportion of sales to raw clicks, based on the search parameters.
Unique Ratio - the ratio of Unique Clicks to sales, based on the search parameters.
Form Clicks - the total number of times consumers clicked on a Form based on the search parameters.
Form Click Ratio - the ratio of sales to form clicks for the search parameters provided.

These reports can be broken down by Date, Subaccount, or by Affiliate. The green area in the bottom part of the Sales Per Click report provides a sum of the total counts for each column's data.

What is affiliate grouping?

Affiliate Grouping allows Merchants to create different payout settings for different types of Affiliates and assign them to different groups with different payout settings.

Additionally, you can personalize Bonus Level Tiering and send emails to Affiliate Groups from within the Admin Portal.

Settings are prioritized and applied in the following manner:

  1. System Settings are the Default.
  2. Individual and Affiliate Group Settings override the System Setup settings.
  3. Individual Settings override Group Settings.

How can I create an affiliate group?

Follow these steps to create an Affiliate Group:

  1. Sign in to the Admin Portal.
  2. Click the Legacy Affiliate Mega Menu, then select Grouping.
  3. Click Create New Group.
  4. Enter a Group Name.
  5. Click Add.

The new group will now display in the Grouping page (step 2 above). Links to the right of the group will allow you to Edit Payouts, Delete, or Rename the Group. Links to the left will allow you to Email a group or Assign Affiliates to a group.

How can I assign an affiliate to an affiliate group?

In order to assign an Affiliate to a group you have previously created, complete these steps:

  1. Sign in to the Admin Portal.
  2. Click the Legacy Affiliate Mega Menu, then select Grouping.
  3. Click Assign Affiliates.
  4. Select the Affiliates you want to add to the group and the group you wish to add them to from the list and drop-down menus.
  5. Click Assign.
  6. Click the hyperlink that says here.
  7. Click Submit.

The final two steps are often missed, but forgetting to complete them will result in problems with overriding the system setup configurations for the affiliates.

What are advanced features?

The Advanced Features section of the Legacy Affiliate System allows you to modify your affiliate program to be more customized with individual settings. Each option in the Advanced Feature section comes with a description that defines the system function you will be using.

For example: Bonus Level Tiering - “Establishes a tier system for incentive payouts to Affiliates as a way of motivating them to refer sales.”

What are multiple redirects?

By default our system will only allow the standard Affiliate Link to redirect ONLY to your Redirect URL (located under System Setup):

http://refer.ccbill.com/cgi-bin/clicks.cgi?CA=xxxxxx&PA=xxxxxxx

Multiple Redirects, when enabled, allow you to add a variable to the end of that Affiliate Link called HTML which will allow your affiliate to direct traffic to a specific page.

To illustrate your code when Multiple Redirects is enabled your code would look like this:

http://refer.ccbill.com/cgi-bin/clicks.cgi?CA=&PA=&HTML=http://www.sitenamehere.com/

This will circumvent the Redirect URL and directly go to the location defined after HTML=.

What is append data on redirect?

Append Data on Redirect modifies the Redirect URL (or if you have multiple redirects enabled, the value for HTML=) to contain the CA and PA values from the Affiliate Linking Code.

For example:

http://refer.ccbill.com/cgi-bin/clicks.cgi?CA=xxxxxx-0000&PA=xxxxxxxx&HTML=http://www.sitenamehere.com.

When this URL is be clicked with the Append Data on Redirect feature enabled you will be taken to

http://sitenamehere.com?CA=xxxxxx-0000&PA=xxxxxxxx.

Without the Append Data on Redirect feature you would just be taken to http://sitenamehere.com

This feature allows you to redirect to a specific script on your site and collect those values for additional tracking or metric purposes.

Account Change Forms

Use Account Change Forms to make changes to an existing CCBill account(s).

CCBill has partnered up with DocuSign™ to provide you a quick and simple way to complete and sign your forms online, saving your valuable time. Clicking any of the links below will take you to DocuSign's site where our form is hosted. You will need to enter a valid email address that matches the email address on your account to verify your identity, then enter the access code that DocuSign sends you at that email address. When finished, submit your form to complete the process.

Note: When forms are completed you will be emailed a copy in PDF format.

This process ensures that we are accepting requests only from the person who is authorized to make the request and helps keep your account safe. Items sent to you as a part of this process come from dse@docusign.net (on behalf of CCBill Account Support). Please make sure to white-list this email address in your spam filter if you do not receive the email containing your access code.

Payout Information Update - Used to update the payout settings on a CCBill account.

Account Split Request - Used to split CCBill fees or partner payouts between yourself and one or multiple entities.

Account Split Removal Request - Used to remove a CCBill fee or partner payout split that was previously set up.

Account Authorization Form - You can use this form to designate individuals to be able to make changes to a CCBill account. Authorization is line-item and must be completed by the account owner.

Address Change - Use this form to make address changes to a CCBill account.

Business Name Change - Please contact Account Management for business name change procedures.

Change of Ownership - Use this form to change the account ownership for all CCBill Merchant Accounts.

Rebill Transfer Request - Used to transfer rebills from one CCBill account to another.

Account Cancellation - Used to cancel a CCBill Merchant Account.

If you have any questions about these forms please feel free to contact one of our Merchant Support Representatives, toll free, at 800.510.2859 for assistance.

User Information

The User Information area allows you to change your password or jump to the Account Change Forms site.

To change your password:

  1. Under User Information on the right side of the screen, click Change Password.
  2. Enter your Current Password in the first field.
  3. Enter the new password you wish to use in both the New Password and Re-Enter New Password fields.
  4. Click OK.

The Account Change Form link will take you to the Account Change Forms section of the Merchant Support site. A list of all available Account Change Forms is available on this site. If a form is listed on the site but the link does not work you will need to contact merchant support to obtain a copy of that form.

Report a Bug

If you wish to report a bug or submit a feature request to the CCBill developers, follow these steps:

  1. From the Contact Menu, click Report a Bug.
  2. Choose the appropriate bug type from the Category drop-down menu.
  3. If the bug is an emergency, click the box next to Urgent.
  4. In the Notes field enter as much information about the bug/feature request as you can.
    For example: If submitting a bug be sure to detail which screen you were on, what you clicked on just before the error occurred, what account number/subaccount number you were using, the exact text of the error message (if possible), what Internet Browser and version you were using, what operating system you use, and any other pertinent details. The more information you provide the easier it will be for our developers to reproduce the issue.
  5. Click Submit Bug to send the bug to our development queue.

FlexForms User Guide

FlexForms is a new way to set up a payment form for your product and a new way for your customers to make their purchases. This guide assumes that you are familiar with placing links on your own site and other web development tasks.

There are also some VERY important things for you to know about FlexForms as you use the system. We realize that many of you may not read this guide in its entirety, but if you do nothing else, click to read the following topics and review the information in :

What is FlexForms?

We started this project with the goal of updating our old payment forms and to create an entirely new form system—FlexForms—that offers you a feature-rich experience and an easier process.

Using Flex Forms you’ll be able to create a consumer experience from the first “buy now” click, through as many forms as you’d like to present by creating Payment Flows, use a test environment called the Sandbox to work with and perfect your forms and flows before sending them live. The link to your live forms and Web Widgets will only ever need to be placed one time—you’ll no longer have to place a new version of a payment link every time you want to make a change to a form or flow.

There are lots of terms to familiarize yourself with, and we'll try to make it as easy as possible as we go along.

Where do I find FlexForms in the Admin?

Once you’ve logged in to the Admin Portal, look for the FlexForms Systems mega menu; it should be on the left side of the mega menu bar. Hover over that, then click FlexForms Payment Links.

Note: For the best user experience, please avoid using Google Chrome when administering FlexForms.

FlexForms Feature Navigation

The FlexForms feature selection allows you to manage different features within FlexForms:

Feature Selection Panel

  1. FlexForms Payment Links. The default view in FlexForms is Payment Flows; the other options allow you to manage your Forms, URLs, and Images which are to be used in your Payment Flows. Each library link opens as a pop-over widget and closing the library editor will return you to the Payment Flows manager.

FlexForms Sandbox

What is the Sandbox?

Sandbox is a developer’s term that indicates an area where you can try things and rearrange things in a sort of test mode. Our FlexForms sandbox works the same.
All Payment Flows and forms are created in a Sandbox mode. No external users can access the sandbox link and any links that you obtain from the sandbox can only be used when you are logged in to the CCBill Admin Portal. It’s meant only for testing.

So, what does that mean for you? It means that as soon as you promote a Payment Flow to Live—the environment that allows consumers to use the form you’ve created and perfected in the Sandbox—you will need to grab the Web Widget code or link URL from the Live environment and place that on your live site so that consumers can use your Payment Flow to make purchases from your site.

Let’s take look at a few items to learn about how the Sandbox and Live environments work.

Sandbox or Live?

At the top of the screen is a toggle switch. This switch indicates which mode you’re in.

If the slider is on the Sandbox side that means you’re currently working in the Sandbox. This mode is the default mode and allows you to create and edit Payment Flows and FlexForms.

If the slider is on the Live side, you’re looking at live Payment Flows. You cannot make any changes in Live Mode. This is where you can view your live Payment Flows and get Web Widget and URL code for live forms.

Important Information about Sandbox and Live Modes

THE INFORMATION IN THIS SECTION IS SIGNIFICANT!! If you read nothing else in this guide, please read this section.

Forms and Payment Flows that have been “Promoted to Live” are the forms that your consumers can use to purchase your goods and services. The forms and Payment Flows you see when in Sandbox mode are different from the forms and Payment Flows that exist in Live Mode. 

The LINKS that you get from the Sandbox Mode page are different from the links that you get from the Live Mode page. The links on the Sandbox page are for testing. If you’ve placed a URL or Web Widget code from the Sandbox on your site NO CONSUMERS WILL BE ABLE TO PURCHASE GOODS OR SERVICES USING THAT FORM. The only people that Payment Flow will work for are you and other authorized users on your account and that link will work while one of you is logged in to the CCBill Admin Portal.

Later in this document when we talk about Web Widgets and URLs (in the Testing Payment Flows and Placing Payment Flow Links sections) we’ll talk more about how to tell the difference between a Live Payment Flow and a Sandbox Payment Flow.

FlexForms Payment Flow

A Payment Flow allows you to create a path for your consumers to follow when submitting payments. When a purchase is approved they can be sent one way, when declined they can be sent a different way. This lets you control the experience that consumers have and allows you to cascade declined consumers to other forms or other payment processors in order to increase your chances of making a sale. Because of the unique new set up for FlexForms, you may make changes to your payment flows without having to change the links you’ve placed on your site or having to reset the forms.

Creating a New Payment Flow

From either Sandbox or Live Mode, click the Add New link at the top left (if you’re in Live Mode the system will automatically toggle you to the Sandbox.

Click to enlarge
Clicking that link will open up the PRIMARY TILE for the payment flow. There’s a visual Payment Flow Map that hides behind this open tile, but essentially you’re actually editing the first tile in the flow.

Most of the items on that first edit screen are pretty self-explanatory if you’re already familiar with CCBill’s current forms and using our pricing admin, but there are a couple of things that we want to point out to you.

Active Tile

The top of the window always tells you which tile you are currently working on:

Click to enlarge

Redirect

Along the left side of the screen there are several redirect options (New Form, Existing Form, or URL).

Click to enlarge

Your Primary Tile is the starting point for that particular Payment Flow, so you must select an option from the Redirect To section. Select your option here before you do any editing in the middle area of the screen as the options are different depending on your selection here.

Payment Flow Name

Each Payment Flow has to have a unique name. You’ll notice, though, that there are sometimes two name fields, one for the Form (if you’re using a New or Existing Form redirect) and one for the Payment Flow. This Payment Flow field only displays the FIRST time you edit the Primary Tile (when you’re creating the Payment Flow), but it can cause a bit of confusion if you’re not paying attention.

Click to enlarge
If you want to make changes to the name of the Payment Flow, the Payment Flow Name field is editable all the time; just click the name, update it, and click Save.

Payment Flow Map

After you’ve saved the first tile of your Payment Flow, you’ll be able to see a graphic representation of the Payment Flow.

Click to enlarge
You can edit that Primary Tile any time by clicking on the tile and making changes to the options, or editing the form in the Form Library under Manage my Payment Forms.
As with any map, the key is to know how to read the map. You know how to find the Primary Tile, but let’s talk about the other items in the map.

The tiles directly below and to the right of the Primary Tile are called Redirect Tiles. By default they are created for every new Denial redirect you add and will always default to the same state: No Redirect. In the No Redirect state the consumer will not be taken anywhere after performing the steps required from the Primary Tile. So, if the consumer is declined or approved when trying to process a transaction in a flow with No Redirect, they will see the decline or approval message and will not be taken anywhere else. No approval page, no new form to try again, and no redirect to your website.

Adding Extra Tiles

If remaining on the approval or denial screen after a transaction is not what you want the Payment Flow to do, you need to click on the Modify link of one of the tiles to add your desired behavior.

Deny Path

Right now we want to modify the Deny tile so that when a consumer is declined on a transaction, they will be sent somewhere else to try again. But how do we know which tile to click?

The Path Markers are placed to help you know in what instance a consumer will hit the next tile, if one exists. In this example, none exists yet, so we’re going to click Modify in the No Redirect box to the right of the Primary Tile because the Deny path marker points to that tile.

Clicking that brings us to a screen that looks quite familiar.

This screen looks very similar to the screen you saw when you created your Primary Tile and the Payment Flow. There are a few differences. The window title is Deny Path and there’s no Payment Flow Name. Everything else is similar.

Just like that screen, it’s important that you set your Redirect To area (where the brackets are in the image) before you modify other things on the screen, as the options change based on what you want to redirect to.

Approval Path

Modifying the Approval Path is still similar, but your options are limited. You can’t redirect to a New or Existing Form, but you may redirect to a URL or add a URL to the approval page of the tile for the consumer to click on instead of being automatically redirected to.

The unavailable items are grayed out so that you can’t click on them. This is a good place to add the link to your members’ area or a similar location.

When you’re modifying a tile and adding an existing form to the tile, you’ll run into the new Form Carousel. The Carousel gives you a small preview of forms in your library and lets you scroll through the forms using the navigation arrows on either side of the carousel.

You can use the Form Filter to narrow the forms you want to see in the Carousel by status. This is especially helpful if you want to make a Payment Flow that you can promote to live without having to wait—using a Payment Form that is already approved by CCBill will eliminate the wait period (usually 24-48 business hours) and allow you to promote the Payment Flow to live as soon as you’re satisfied with the Payment Flow.

The arrows on both sides of the carousel will rotate the carousel to the next form in the library:

The form in the middle of the carousel displays as a thumbnail with the form name below it. If you want make changes to a form you can do it by clicking Modify This Form at the bottom of the screen while the form is centered.

Working With FlexForms

There are two ways to work with Forms in FlexForms. One way is to create and make changes to forms from within Payment Flows, which you will learn about in the Modifying a Payment Flow section later. The other way to work with forms is to use the FlexForms Editor. Regardless of which way you choose to make and edit your forms, every form is in the same collection and you only have one collection of forms on your account. You can access the FlexForms Editor from the drop-down navigation at the top left of the screen:

FlexForms Editor

The first available option is to create a new form and you should definitely click this link if you want to create a new form or two to add to your Form Library.

FlexForms Library

The left side of the window displays a scrollable list of all of the forms in your FlexForms Library. All of the options on the screen apply to the active form, the one highlighted in this form list. In the example below, the form Test 1 is selected, so all of the information displaying on the screen pertains to that form.

Form Information

The top of the FlexForms Editor screen displays some data about the selected form for you and gives you a little information about the status of that form:

Changing Form Properties

After selecting the FlexForm you want to edit, make changes to the form in the center area using the options given. Click on a property name to display the options for that form property (Color Theme is selected in this example, giving us the option to edit the CSS associated with the FlexForm).

Each property has its own save button, located at the bottom of the screen, and the save button is only active if you’ve made changes.

All Settings

Two-Column Option
The two-column option has been retired as of FlexForms 2.0. CCBill still offers support for existing two-column forms.

Note: The maximum number of Promotional Offers may depend on underlying Client Rules.

Preview Changes

To take a look at what your changes have done to the form, use the Preview Payment Form button on the right.

The form will open in a new tab for you to review.

Is my FlexForm approved for Live environment?

This is something you can check in the FlexForms Editor. Select a FlexForm and look at the top of the Editor. The status will either be:

  1. Approved for Live.
  2. Pending Approval. If you add an image that has a pending approval status, or if you change the Product Description or use a Custom CSS, your FlexForm will receive a Pending Approval status. Additionally, this image will be displayed on a FlexForm with a Pending Approval status.

Promoting Forms to Live

After changes to a form are approved for use (typically 24-48 hours), promoting that form to Live acts a little differently than promoting a Payment Flow to Live Mode does.

If you click Promote to Live? the form will be updated with the new version in EVERY PAYMENT FLOW that has this form as part of its flow. You do NOT have to promote each flow that contains the updated form to live one at a time when you update a form.

This update will be in effect as soon as you click that button and confirm the selection, and you will not have to update any payment links on your site for it to work in your Live Payment Flows that contain that form. Of course, any Payment Flows that aren’t currently live but contain that form will be updated with the new version of the form as well.

The Sandbox / Live concept is new to the CCBill Admin, and some of the concepts are a bit tricky. Earlier we talked about how to tell if you’re in Sandbox or Live and we’ve touched on a few other concepts that depend on your working in Sandbox Mode.

If you’re in Sandbox Mode and have some Payment Flows set up already, you may have noticed that the far right side of the screen has a Status column. This indicates the status that its respective Payment Flow is in.

Let’s talk a little about what each status means:

FlexForms Payment Flow

A Payment Flow allows you to create a path for your consumers to follow when submitting payments. When a purchase is approved they can be sent one way, when declined they can be sent a different way. This lets you control the experience that consumers have and allows you to cascade declined consumers to other forms or other payment processors in order to increase your chances of making a sale. Because of the unique new set up for FlexForms, you may make changes to your payment flows without having to change the links you’ve placed on your site or having to reset the forms.

Creating a New Payment Flow

From either Sandbox or Live Mode, click the Add New link at the top left (if you’re in Live Mode the system will automatically toggle you to the Sandbox.

FlexForm Add New button in the Admin portal

Clicking that link will open up the PRIMARY TILE for the payment flow. There’s a visual Payment Flow Map that hides behind this open tile, but essentially you’re actually editing the first tile in the flow.

Most of the items on that first edit screen are pretty self-explanatory if you’re already familiar with CCBill’s current forms and using our pricing admin, but there are a couple of things that we want to point out to you.

Active Tile

The top of the window always tells you which tile you are currently working on:

FlexForm active tile window

Redirect

Along the left side of the screen there are several redirect options (New Form, Existing Form, or URL).

FlexForm redirect section of the payment flow.

Your Primary Tile is the starting point for that particular Payment Flow, so you must select an option from the Redirect To section. Select your option here before you do any editing in the middle area of the screen as the options are different depending on your selection here.

Payment Flow Name

Each Payment Flow has to have a unique name. You’ll notice, though, that there are sometimes two name fields, one for the Form (if you’re using a New or Existing Form redirect) and one for the Payment Flow. This Payment Flow field only displays the FIRST time you edit the Primary Tile (when you’re creating the Payment Flow), but it can cause a bit of confusion if you’re not paying attention.

FlexForm payment flow creation window.

If you want to make changes to the name of the Payment Flow, the Payment Flow Name field is editable all the time; just click the name, update it, and click Save.

Payment Flow Map

After you’ve saved the first tile of your Payment Flow, you’ll be able to see a graphic representation of the Payment Flow.

FlexForm payment flow map

You can edit that Primary Tile any time by clicking on the tile and making changes to the options, or editing the form in the Form Library under Manage my Payment Forms.
As with any map, the key is to know how to read the map. You know how to find the Primary Tile, but let’s talk about the other items in the map.

The tiles directly below and to the right of the Primary Tile are called Redirect Tiles. By default they are created for every new Denial redirect you add and will always default to the same state: No Redirect. In the No Redirect state the consumer will not be taken anywhere after performing the steps required from the Primary Tile. So, if the consumer is declined or approved when trying to process a transaction in a flow with No Redirect, they will see the decline or approval message and will not be taken anywhere else. No approval page, no new form to try again, and no redirect to your website.

Adding Extra Tiles

If remaining on the approval or denial screen after a transaction is not what you want the Payment Flow to do, you need to click on the Modify link of one of the tiles to add your desired behavior.

Deny Path

Right now we want to modify the Deny tile so that when a consumer is declined on a transaction, they will be sent somewhere else to try again. But how do we know which tile to click?

The Path Markers are placed to help you know in what instance a consumer will hit the next tile, if one exists. In this example, none exists yet, so we’re going to click Modify in the No Redirect box to the right of the Primary Tile because the Deny path marker points to that tile.

Clicking that brings us to a screen that looks quite familiar.

This screen looks very similar to the screen you saw when you created your Primary Tile and the Payment Flow. There are a few differences. The window title is Deny Path and there’s no Payment Flow Name. Everything else is similar.

Just like that screen, it’s important that you set your Redirect To area (where the brackets are in the image) before you modify other things on the screen, as the options change based on what you want to redirect to.

Approval Path

Modifying the Approval Path is still similar, but your options are limited. You can’t redirect to a New or Existing Form, but you may redirect to a URL or add a URL to the approval page of the tile for the consumer to click on instead of being automatically redirected to.

The unavailable items are grayed out so that you can’t click on them. This is a good place to add the link to your members’ area or a similar location.

When you’re modifying a tile and adding an existing form to the tile, you’ll run into the new Form Carousel. The Carousel gives you a small preview of forms in your library and lets you scroll through the forms using the navigation arrows on either side of the carousel.

You can use the Form Filter to narrow the forms you want to see in the Carousel by status. This is especially helpful if you want to make a Payment Flow that you can promote to live without having to wait—using a Payment Form that is already approved by CCBill will eliminate the wait period (usually 24-48 business hours) and allow you to promote the Payment Flow to live as soon as you’re satisfied with the Payment Flow.

The arrows on both sides of the carousel will rotate the carousel to the next form in the library:

The form in the middle of the carousel displays as a thumbnail with the form name below it. If you want make changes to a form you can do it by clicking Modify This Form at the bottom of the screen while the form is centered.

FlexForms - Working With Forms

There are two ways to work with Forms in FlexForms. One way is to create and make changes to forms from within Payment Flows, which you will learn about in the Modifying a Payment Flow section later. The other way is to use the FlexForms Editor.

Regardless of which way you choose to make and edit your forms, every form is in the same collection and you only have one collection of forms on your account. You can access the FlexForms Editor from the drop-down navigation at the top left of the screen:

FlexForms Editor

The first available option is to create a new form and you should definitely click this link if you want to create a new form or two to add to your Form Library.

FlexForms Library

The left side of the window displays a scrollable list of all of the forms in your FlexForms Library. All of the options on the screen apply to the active form, the one highlighted in this form list. In the example below, the form Test 1 is selected, so all of the information displaying on the screen pertains to that form.

Form Information

The top of the FlexForms Editor screen displays some data about the selected form for you and gives you a little information about the status of that form:

Changing Form Properties

After selecting the FlexForm you want to edit, make changes to the form in the center area using the options given. Click on a property name to display the options for that form property (Color Theme is selected in this example, giving us the option to edit the CSS associated with the FlexForm).

Each property has its own save button, located at the bottom of the screen, and the save button is only active if you’ve made changes.

All Settings

Note: The two column option has been retired as of FlexForms 2.0. CCBill still offers support for existing two-column forms.

The maximum number of Promotional Offers may depend on underlying Client Rules.

Promotional Offers

Promotional offers can easily be set up in the FlexForms Editor:

  1. Click the Forms Library link in the upper right corner of your screen.
  2. Select a form from your library.
  3. Click the Promotional Offers property setting from the list of Common Settings.
  4. Select a Title for your offer(s):
    • Special Offer
    • Today's Special
    • Additional Offers
  5. Add images to the Special Offers section (optional).
  6. Create up to five (5) Special Offers.
  7. For every offer you need to set the following settings:
    • Select Pricing
    • Location. Payment Form or Approval Message.
    • Pricing Text. Select one of the two predefined texts. (One text is optimized for selling tangible goods, while the other is optimized for subscriptions.)
    • Referrer. Each promotion supports separately configurable affiliate rules in order to determine what affiliate gets credited for the promotional sale.
      • Referrer from Original Site (default). Any affiliate ID on the main/primary sale on the form will also get credit if the consumer buys this promotion. (Note that if there is no affiliate ID on the main sale, nobody gets credit.)
      • Custom Referrer. This allows the merchant to enter an affiliate ID of their choosing. That affiliate ID will always get credit if a consumer buys this promotion.
    • Select the Display Offer check box in order to make the offer visible to customers.

You can have the offers configured and ready, but display them only when you want to.

Note: A total of five (5) Special Offers may be presented to Consumers between the Payment Screen and the Approval Message. The number may vary depending on Client Rules.

Preview Changes

To take a look at what your changes have done to the form, use the Preview Payment Form button on the right.

The form will open in a new tab for you to review.

Is my FlexForm approved for Live environment?

This is something you can check in the FlexForms Editor. Select a FlexForm and look at the top of the Editor. The status will either be:

  1. Approved for Live.
  2. Pending Approval. If you add an image that has a pending approval status, or if you change the Product Description or use a Custom CSS, your FlexForm will receive a Pending Approval status. Additionally, this image will be displayed on a FlexForm with a Pending Approval status.

Promoting Forms to Live

This is a good place to talk a little bit about how forms are promoted to Live Mode.

After changes to a form are approved for use (typically 24-48 hours), promoting that form to Live acts a little differently than promoting a Payment Flow to Live Mode does.

If we click Promote to Live? the form will be updated with the new version in EVERY PAYMENT FLOW that has this form as part of its flow. You do NOT have to promote each flow that contains the updated form to live one at a time when you update a form.

This update will be in effect as soon as you click that button and confirm the selection, and you will not have to update any payment links on your site for it to work in your Live Payment Flows that contain that form. Of course, any Payment Flows that aren’t currently live but contain that form will be updated with the new version of the form as well.