Customer Portal Integration (1/2)

< Previous article : Presentation of the Customer Portal Why integrate the Customer Portal? To make your customers autonomous and reduce customer support calls To have the essential elements of subscription management available as quickly as possible To avoid having to code and recode this part if you have a language, a currency or adjust […]

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Import Subscriptions and Customers

Your business is already running and you want to import customers and/or subscriptions. 2 ways to import : Via API : See https://docs.proabono.com/api/ Via a CSV file. 1 – Importation via API See the Reference API, especially : Create a Customer Create a Subscription and Override a Subscription 2 – Importation using a CSV file Here is the template file in different format […]

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Customer Portal Integration (2/2)

Previous article : Customer Portal Integration (1/2) Automated support Many events can lead to contact the Customer: sending an invoice, card soon to expire, payment failures, direct debit notices … By default, the links present in ProAbono’s e-mail notifications send to a non-integrated version of the customer portal. It is possible, with a very fast […]

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Remove the Customer Portal menu

By default, the Customer Portail contains a classic menu for a ‘Subscription’ section. Texts and design all fully customizables. You can hide a tab, switch to a vertical layout or display buttons instead of tab, just by changing the CSS. However, to add a tab, you need an advanced integration. 1) Hide the menu Sign-in […]

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Modify a customer email template

Each type of emails has its own template. The text of the emails and the html template can be modified. Notice : The modification of the templates is an advanced feature of ProAbono. See your subscription if the feature is included. 1 – Select what you want to modify : content (text) or template (graphic model) […]

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Disable termination by customers

There are 2 ways to remove the ability for the Customers to terminate a Subscription by themselves : by setting up a minimum duration in the offers with a General Setting of the Customer Portal 1 – Minimum Duration parameter in Offers (Remove Temporarily the ability) If you use this parameter, you have to know : This parameter is NOT general. […]

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Refresh the billing information of a customer on an invoice

When an invoice is created, ProAbono uses the latest known version of the customer billing information. When the billing information of the customer is updated (via API, from the backoffice or the customer portal), ProAbono will not apply these changes to the invoices which have been created before the update. This article describes how to refresh/apply the latest version […]

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Update the billing information of a customer

There are 3 ways to update the billing information of a customer : from the Backoffice from the Customer Portal via the API 1 – Update the billing information of a customer from the Backoffice On the detailed view of a customer, simply update the billing information of a customer. Once the new billing information […]

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Understanding ProAbono

ProAbono is neither a CRM nor an ERP nor a Payment Gateway, it’s a Subscription Billing System. It is designed to be part of your information system and handle something that quickly becomes tremendousely complex : the management of your subscriptions. To understand how it works, let us start with the core concepts: Let’s review those […]

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Add a New Entry in the Customer Balance

The new entry can be a debit entry or a credit entry. A debit entry to charge your customer for a punctual mission, Training, … A credit entry for a gift, a refund, an ajustement, … 4 steps to add a new entry in the balance of a customer Go to the Balance of the customer from […]

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