## Managing Financial Documents Issued by HSP

The Documents section within the Billing Manager Payable allows Reseller to view his (or her) Orders and Payments, view Provider Adjustments, and pay Provider Invoices.

To view the list of all payables:

1. Click Documents on the Payable submenu.
2. Similarly to receivables, two variants of working with documents are available: you can get the particular document by clicking on its name or ID in the general list, or you can work with particular category of documents (Orders, Invoices, Payments or Adjustments, - click appropriate tab).

The list of payables displays the following:

- ID and Type (click to drill to document properties);
- The date a document was issued by HSP;
- Total sum;
- Balance (unpaid part for Orders, Invoices, and Debit Adjustments, or unused part for Payments and Credit Adjustments);
- Added by. The name of a person who initiated creation of the given financial document. Let us consider an Invoice, for example. Say, a customer visited your online store, ordered services, and paid for these services. In this case, HSP automatically issues an appropriate Invoice for you (the sum paid by your Customer minus Reseller partner discount (if any). Then, in this column you will see the name of a customer (as it indicated in appropriate Customer Account profile).

Managing Orders

To view the list of all Orders placed by you, click on the same tab at the top menu. To drill to Order details, (or to pay or cancel an Order), click in its name or ID.

Order details are grouped into two sets (click on appropriate tab in the top menu to view):

- General information (Details) includes the following additional information: Order validity date, subscription name (for server subscriptions), comment (typically, short description of services ordered), the name of customer that placed an Order (click to see details), and itemization of services ordered. For open Orders, here you can pay it online or cancel it manually (i.e., before validity date).
- Payment History - An Invoice generated in accordance with the given Order. Here you pay this Invoice online (if needed).

Let us consider online payment. Hosting Service Provider selects and enables an actual online-payment system to be used for settlements between Reseller and HSP. Thus, after clicking the Pay Online button, you will be offered to proceed with online payment (the name of processing center, for example, VeriSign or WorldPay should be displayed as a button title). On the next step, you will be offered either to select a one of your credit cards saved at HSP side (if any) or to enter a new credit card. In the case if a payment was processed successfully, Confirmation screen will be displayed.

Paying HSP Invoices

As soon as Reseller obtains payments from his (or her) customers for services provided, HSP automatically issues appropriate Invoice (the sum paid by a Reseller's customer minus Reseller partner discount, if any).

In addition, there is one more case when HSP automatically issues Invoices with nonzero balance for a Reseller. It depends on the order of applying Subscription-changes set by HSP (apply changes immediately or only after payment received). If changes are being applied immediately, then if a Reseller orders a new Container or upgrades existing Subscription, the following actions are performed:

- Appropriate Order is being created;
- Services are provided immediately, on credit;
- In accordance with an Order, and Invoice is being automatically issued.

Invoice properties include three tabs:

- Details. The same info as showed in the general list, but you can drill to Account properties and Subscription details by clicking on their names. In addition the services ordered are itemized. To view the Invoice in printed form (for open Invoices only), click the Show for Printing button. To pay an open Invoice online, click the Pay Online button. The procedure of is similar to Orders (see above in this Section);
- Paid by. The list of documents (if any) applied to an Invoice. You can drill to the properties of these documents by clicking on ID or name;
- Notifications. Here you can view the e-mail Invoice notifications sent to you by HSP.

Please note that when processing Payables, you also can pay an Order or an Invoice in part. To this effect, you should pay offline (for example by check) and explicitly indicate a document this payment should be applied to. In addition, you can you can allow its automatic applying to Orders or Invoices (to this effect, mention that while entering this Payment a HSP staff member should mark the Auto payment checkbox). In this case, if you order services at HSP, you will be offered to use existing payment(s) with positive balance. In the case if offline payment sum exceeds the total sum of the paid document, the positive balance of your offline payment will be displayed in the common list (Payments tab) as soon as HSP staff member enters this payment.

Viewing Payments

The list of Payments within Payable section includes all payments (online and offline) applied to Provider Invoices. To view all payments, click on the Payments tab at the top menu. To view detailed info about a Payment, click on its ID. Payment properties include two tabs:

- Details. Here you can see the same info as in the general list. However, you can drill to the detailed info about your staff member that was logged in Parallels Business Automation - Standard when this Payment was added. In addition, you can see, whether this payment was set to 'Auto Payment' (green tick indicated that yes).
- Paid Documents. This tab allows viewing the list of documents (Invoices or Orders) the given Payment was applied to by HSP staff member.. In this case, you can drill to properties of each paid document (if any) by clicking on its Name or ID.

In this case, you cannot apply payments with nonzero balance (only Provider staff member does). You only can view details and track payments balance.

Viewing Adjustments

The list of Adjustments within Payable section includes Adjustments to Reseller Account balance made by HSP staff members. Similarly to payments, this is just for your information. Thus, you can track the Adjustments balance.

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