Welcome to the Billing Use Case Tutorials!
Whether you’re a beginner or an experienced Portal user, these tutorials are designed to help you successfully create a Statement (Gross) Billing structure to deduct your platform’s fees from your Merchant after a set timeframe (daily or monthly) from the Merchant’s account balance and configure profit sharing between entities to split income and expenses. Explore step-by-step guides with tips and resources tailored to users of the platform.
Note: Net Billing is the process of deducting fees from a Merchant’s transaction amounts before they are deposited into the Merchant’s bank account. Net Billing utilizes our Fees system instead of the Billing Schedules system used for Statement Billing.
What you’ll learn:
Configure a Statement Billing Schedule - How to set up and enroll your Merchants into a recurring Statement Billing schedule.
Configure Profit Sharing - How to split income, expenses, or both with Merchants or Groups.
Dive into the tutorials below and start your journey toward mastering Billing:
Billing Use Cases
Tip: New to the platform? Enhance your understanding of key concepts and processes by exploring our reference material for Billing: