Hosts of America Documentation Reseller Guide

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Processing Check Payments

 

If a user chooses to pay by check, the account registration and operation will include the following steps:

  1. The user goes through the registration wizard.
  2. Upon the completion of the wizard's last form, the account is not activated. A notification is e-mailed to the user (see Setting up the address for users to send checks to on how to do it). A copy of this notification is sent to your admin address (see Setting E-mail below on how to specify this e-mail address).
  3. The user sends you a check for the amount specified in the e-mail.
  4. You receive user's check and enter the received amount into the system.
  5. You activate user's account. See Moderating Accounts below for instructions. At this moment system sends user an e-mail notification that the account has been activated.
  6. User receives the notification e-mail and can log in to use the account.
  7. Further, user sends checks to pay the bills. You enter the amounts into the system. See Enter Payments below for instructions.
  8. When the billing period closes, the account is not suspended and continues to operate, and the payment owed becomes user's negative balance. When user's negative balance exceeds the credit limit, this user will become unable to purchase more resources, which does not allow the negative balance to grow too high over one billing period. See Managing Accounts for how to search, suspend and resume customers' accounts.

Setting up the address in the Welcome e-mail for users to send checks to

To set up the text regarding to where a signed up user should send the check, go to Look and Feel -> Misc.Text and in the Checks Information field enter the address which will show up in the Welcome letter after the text: "Please print out this message and send it along with payment to:"

Setting E-mail

To receive notifications about the creation of new accounts, you have to specify your e-mail address. In the Settings menu select Mail Settings:

In the page that appears specify who will receive copies of notifications:

  • SIGNUP: add people who will receive copies of notifications about the creation of new accounts. This notification is sent when the setup procedure is completed and the account is ready to be used.
  • Moderated Signup: add people who will receive copies of notifications about the registration of new accounts that are paid for by checks. This notification is sent when the user has gone through the registration wizard and states the amount payable for the account registration.

Moderating Accounts

In Hosts of America 2.x 'moderate' means complete account registration and activate the account. Moderation is applicable to accounts that are paid for by checks. You moderate an account when you receive the check from the user.

To moderate an account, select Moderate in the Signup menu:

In the page that appears, click the account to moderate:

The page that appears lists information about this account, including billing info, contact info and account properties:

At the bottom of the list there are two links:

Click Create to moderate the account. At this moment the account is created and an e-mail is sent to the user. You are brought to the Deposit page:

In the first field, enter the paid amount, for example 49.99. The next page informs you that the payment has been added to the system:

Enter Payments

To enter check payments recieved from the registered users, go to the Search menu and find the account or user you need:

In the list of search results, click the Credit icon in the Billing column for the necessary entry:

In the form that appears, enter the paid amount:

  • Amount: set the amount you credit to this account.
  • Description: state the reason for crediting the account. This is what the user will view as a title of his bills' description.
  • ID String: enter how you will identify the transaction. This is what the user will view as a specified reason for crediting in his bills' description.
  • Comment: give your special comment to this transaction for internal use.


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