Overview

This article assumes that you have already performed the steps outlined in this article: Installation and Usage of Plesk Billing Bundle.

Add a Payment Gateway

1. Log into Plesk Server Administration Panel.

   
   Figure 1: Server Administration Panel

2. Click All Settings in the Business Setup section, see Figure 2.

   
   Figure 2.

3. Click System Configuration, see Figure 3.

   
   Figure 3.

4. Click Payment Gateways in the Payment Settings section, see Figure 4.

   
   Figure 4.

5. Click the Add New Payment Gateway icon, see Figure 5.

   
   Figure 5.

6. Select your Gateway type. In Figure 6, our example uses "Third-party."
7. Select your Gateway module. For our example, see Figure 6, we selected "Paypal"; use PayPal if you want the ability to add customers without their credit card information.
8. Type in a descriptive Gateway name, see Figure 6.

   
   Figure 6.

9. Click the Next button to continue.
10. Follow remaining configuration options.

    
    Figure 7.

11. Click OK.

Add the Payment Gateway to Your "Online Store"

From the System Configuration screen of the Customer and Business Manager Panel:

1. Click Online Stores in the Online Stores Settings box, see Figure 8.

   
   Figure 8.

2. Click Default Store, see Figure 9.

   
   Figure 9.

3. Under Payment Options, check the payment you created from the above section. In our example, we created a third-party gateway and called it "My Gateway." See Figure 8.

   
   Figure 10.

4. Check "Primary Payment Gateway" and select your credit card option (if necessary).
5. Fill out any other information.
6. Assign your "Plans" (if they're in the "Assigned Plans" field they will show up as hosting options).
7. Click Submit.

Adding and Configuring Your Hosting Plans

1. Under Plan Settings, click on Plans List. See Figure 11.

   
   Figure 11.

2. Click a plan to modify, see Figure 12.

   
   Figure 12.

3. Click Billing Cycles. See Figure 13.

   
   Figure 13.

4. Add the optional "Billing Cycles" you would like to make available. 1 Month is the default. 3, 6, and 12 months are other common options. See Figure 14.

   
   Figure 14.

5. Click the Save Changes button.
6. Next, click on Server Groups. See Figure 15 for the locationo f this option.

   
   Figure 15.

7. Add groups as desired. The default is PleskUnix, options include PleskWin; see Figure 16.

   
   Figure 16.

8. Click the Save Changes button on the right.
9. Finally, click on Properties. See Figure 17.

   
   Figure 17.

10. Edit the properties to your liking; this is what will define which resources are available to the customer and what they will be allowed or not allowed to do.
11. Click the Save Changes button on the right.

Setting Taxes (if necessary)

1. In the Invoice & Billing Settings section, click on Tax Zones. See Figure 18.

   
   Figure 18.

2. Click on the Add Tax Zone button on the right. See Figure 19.

   
   Figure 19.

3. Fill in the appropriate information for your area, see Figure 20.

   
   Figure 20.

4. Click the Save button on the right to save your changes.

For more information see: plesk-10-business-manager-quick-start-guide.pdf, pages 13-14.

Default "shop" is located at https://<your primary domain>:8443/plesk-billing/order/products.php.

Activate Customer Account

1. From the left-hand navigation menu, click on Home in the Customers section. See Figure 21.

   
   Figure 21.

2. If prompted, click the Don't show this message again link. See Figure 22.

   
   Figure 22.

3. In the New Customers field, select Activate for the new customer. See Figure 23.

   
   Figure 23.

4. Click Submit.

Manage Customers

This is relatively straight forward from the "Customers" > "Customers" screen. See Figure 24.

Figure 24.

Importing customers from a Plesk Migration Manager migration

These actions start in the Server Administration Panel.

1. Migrate data from other Plesk server. More information and instructions are available here: Using the Plesk Migration Manager.
2. Click Home.
3. Click "Complete switching to the Panel 10 business model."
4. Click "select a custom scheme for them."
5. Select a domain.
6. Click "Apply Transition Scheme." To learn what each option does:
   • Click "Learn more about the transition" to open help information.
   • In the help window, expand "Completing Transition."
   • Click "Completing the Transition."

Assign imported domains to a Plan (if desired)

These actions are performed in the Server Administration Panel.

1. Click "Subscriptions."
2. Click the domain you want to edit.
3. Click "Change Plan."
4. Select the "New service plan."
5. Select desired "Add-ons."
6. Select "Proceed to customizing parameters of the subscription after the plan association is changed. Note that doing this will lock the subscription for syncing."
7. Click OK.
8. Make adjustments (if necessary).
9. Click "Update & Lock."
10. Click "Unlock & Sync."

Adding a customer without credit card information

From the Customer and Business Manager Parallels Plesk Panel:

1. Click Customers, see Figure 24 above.
2. Click the Add Customer icon, see Figure 25.

   
   Figure 25.

3. Enter the necessary information.
4. Under Payment Method, select Third-party gateway account. See Figure 26.

   
   Figure 26.

5. Click the Add Customer button on the right-hand side.

Additional resources for Plesk Billing usage

• Administrator's Guide to Quick Start With Customer and Business Manager (online manual):
  http://download1.parallels.com/Plesk/PP10/10.1.1/Doc/en-US/online/plesk-administrator-guide/plesk-business-manager-quick-start-guide/
• Plesk: Administrators Guide (PDF):
  http://download1.parallels.net/Plesk/PP10/10.2.0/Doc/en-US/pdf/plesk-10-administrator-guide.pdf
• Plesk: Administrator's Guide to Quick Start With Customer and Business Manager (PDF):
  http://download1.parallels.com/Plesk/PP10/10.2.0/Doc/en-US/pdf/plesk-10-business-manager-quick-start-guide.pdf
• Plesk: Administrator's Guide to Customer and Business Manager (PDF):
  http://download1.parallels.com/Plesk/PP10/10.2.0/Doc/en-US/pdf/plesk-10-business-manager-administrator-guide.pdf