Feature Summary

To better facilitate the management of Merchant accounts, CCBill has created a new screen in the Admin Portal called the Feature Summary Screen.

The Feature Summary Screen is essentially an aggregating page; it provides you a convenient place to view the currently active and inactive features on an account or subaccount level and prevents you from having to hunt throughout the Admin Portal to determine your status for these features. For many services, a link is also provided to take you directly to the Admin Portal location where the referenced feature status can be modified.

Feature Summary Screen Access

To access the Feature Summary Screen:

  1. In the Admin Portal, click to open the Account Info mega menu.
  2. Click to select the Feature Summary link under either Main Account or Manage Subaccounts, depending on which you would like to view.

If you choose the Subaccount Feature Summary Screen but have the Subaccount Selector pointing to the ALL option, you will be directed to a Subaccount Selection screen that allows you to choose the appropriate subaccount.

Feature Summary Screen Overview

The top of the Feature Summary Screen indicates if you are viewing a Main Account Info screen or a Subaccount Info screen in the page heading. Below that, the screen is broken down into sections to make it easier to locate the service and see if it is active for the account/subaccount or not. The following is a breakdown of the sections and what is included in those sections.
It is important to remember that this screen will look different for different subaccounts and some options will show/not show based upon other service selections. If something doesn't appear, it can be deemed non-applicable to the account, typically because you have another service active or deactivated that precludes or excludes the use of that product, or because a service is only available at the main account or subaccount level. If you have any questions, please contact Merchant Support.
For the following sections, inclusions are applicable to both the Main Account and Subaccount Level unless noted.

Account Settings

The following are the possible inclusions for the Account Settings area:

  • Subscription Services. Displays the currently configured services for the account from the following: Standard, Merchant Driven Settlement, CDS Auth, Enhanced Authorization, and Lifetime Subscription.
  • Currency. Displays the supported currencies: USD, CAD, AUD, Euro, Yen, or British Pounds
  • Merchant Category Code Title. Displays the title of the Merchant Category Code assigned to the account/subaccount.
  • Multiple Active Purchases. Only available on subaccount level. Displays the allowance or disallowance of multiple active purchases, either One Time Allowed or One Time and Recurring Allowed.
  • Payment Types. Displays the status of each payment type offered by CCBill for the account/subaccount: Visa (also displays the next Visa Renewal Date if active and only on the main account), Visa Electron, Visa Carte Bleue, MasterCard, Discover, JCB, Diner's Club, Maestro, EU Debit, Direct Pay EU, Checks, and Phone.

User Management

The following are the possible inclusions for the User Management area:

  • User Management. Displays the status of the account/subaccount's use of CCBill's User Management;possible settings are On and Off.
  • User Management Setting. Defines the type of user management the account/subaccount is using; possible settings are User Defined, Random, and Stored.
  • SMS. Displays the use status of the account/subaccount use of Subscription Management Services (SMS); possible settings are On and Off.

Payout

The following are the possible inclusions for the Payout area:

  • Break Amounts. Displays the current dollar amount that must be earned by a subaccount before a check will be issued in the USD amount.
  • Splits. Displays only on Subaccount level and refers to if processing fees are split between multiple parties or not;possible settings are On and Off.

Form Settings

The following are the possible inclusions for the Form Settings area:

  • Multi-Language. Displays if multiple language support is enabled for the payment forms on the account/subaccount; possible settings are On and Off.
  • Cascading. Only displays at the subaccount level; displays the status of the accounts use of the cascading feature for the subaccount; possible settings are On and Off.
  • Exit Pop Up. Only displays at the subaccount level; displays if a new pop up window advertisement is offered to consumers after leaving a payment form; possible settings are On and Off.
  • Timed Pop Up. Only displays at the subaccount level; displays if a new pop up window advertisement is offered to consumers a configurable amount of time afterleaving a payment form; possible settings are On and Off.
  • Custom Forms. Only displays at the subaccount level; displays the total number of custom forms set up for the subaccount (or NONE if none are used).
  • Custom Approval/ Denial Pages. Only displays at the subaccount level; Displays the total number of custom approval/denial pages configured for the subaccount (or NONE if none are configured).

Billing Tools

The following are the possible inclusions for the Billing Tools area:

  • Regional Pricing. Displays the status of the Regional Pricing feature on the account/subaccount; possible settings are On and Off.
  • Regional Pricing, Current Settings. Displays the current pricing schemes for the Regional Pricing feature on the account/subaccount.
  • Dynamic Pricing. Displays the status of Dynamic Pricing feature; possible settings are On and Off.

Promotions

The following are the possible inclusions for the Promotions area:

  • Free Trials. Only displays at the subaccount level. This field displays if your subaccount is enabled for Free Trials.
  • Cancel Upgrades. Only displays at the subaccount level; displays the status of the Cancel Upgrade feature that displays an upgraded subscription to consumers attempting to cancel subscriptions; possible settings are On and Off.
  • Cancel Discounts. Only displays at the subaccount level; displays the status of the Cancel Discounts feature that displays a discount to consumers attempting to cancel subscriptions; possible settings are On and Off.
  • Cross Sales. Only displays at the subaccount level; displays the status of the subaccount's ability to offer Cross Sales to consumers; possible settings are On and Off.
  • Loyalty Discounts. Only displays at the subaccount level; displays the status of the subaccount's ability to offer loyalty discounts; possible settings are On and Off.
  • Upsales. Only displays at the subaccount level; displays the status of the subaccount's ability to offer upsales to consumers; possible settings are On and Off.
  • Upgrades. Only displays at the subaccount level; displays the status of the subaccount's ability to offer upgrades to consumers; possible settings are Standard Upgrades, One Click Upgrades, and Dynamic Upgrades.

Data Tools

The following are the possible inclusions for the Data Tools area:

  • Datalink. Displays the status of the account/subaccount's Datalink subscription, which is enabled for all accounts by default; possible settings are On and Off.
  • Background Post. Only displays at the subaccount level; displays the status of the subaccount's Background Post subscription, which is enabled for all accounts by default; possible settings are On and Off.

Affiliate Programs

The following are the possible inclusions for the Affiliate Programs area:

  • Original Affiliate System. Only displays at the main account level; displays the status of the account's participation in the Original Affiliate System; possible settings are On and Off.
  • Original Affiliate System Program. Only displays at the subaccount level; indicates whether the subaccount does or does not have an active Affiliate Program configured; possible settings are On and Off.
  • Affiliate Split Fees. Only displays at the subaccount level; indicates whether the subaccount does or does not split processing fees with referring affiliates; possible settings are On and Off.
  • Grouping. Only displays at the main account level; indicates whether the account does or does not have grouping enabled for the account; possible settings are On and Off.
  • Grouped. Only displays at the subaccount level; indicates whether the subaccount is or is not grouped with other affiliate programs under the same main account; possible settings are Yes and No.
  • WMS. Only displays at the main account level; indicates whether the account does or does not have WMS (Web Marketing Service) enabled for the account; possible settings are On and Off.
  • WMS Program Grouping. Only displays at the main account level; indicates whether the account does or does not have WMS (Web Marketing Service) grouping enabled for their account; possible settings are On and Off.
  • WMS Program Status. Only displays at the subaccount level; indicates whether the subaccount is or is not part of a WMS program; possible settings are On and Off.