• What is a passphrase?

  Clientexec tries very hard to secure your customer's information and reduce the risk of compromising that information. Credit card information is encrypted within Clientexec once a customer enters their credit card information. Clientexec requires that you further encrypt this credit card information by adding a string word, called a passphrase, that is not stored anywhere on the server of database. Each time a customer enters their credit card number, you must "validate" the number using a paPopular

• Setting Up the Coinbase Commerce Payment Plugin

  In order to configure your Coinbase Commerce plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Coinbase Commerce in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No No If you are utilizing Coinbase Commerce, it is recommended to mark Yes next to In Signup so that your clients can pay with Coinbase during the signuPopular

• Setting Up the Square Payment Plugin

  In order to configure your Square Payment plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Square Payment in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing Square Payment, it is recommended to mark Yes next to In Signup so that your clients can pay with Square Payment during the signup and paymPopular

• Customizing or adding a PDF invoice

  Since Clientexec version 5.1 you can customize the PDF invoices as described bellow. By default, we are including 3 templates: /plugins/invoices/default /plugins/invoices/dickey /plugins/invoices/harouth Each template hSome readers

• Setting Up the Braintree Payment Plugin

  In order to configure your Braintree plugin, navigate to Settings > Plugins > Payment Processors. Click Braintree in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing Braintree, it is recommended to mark Yes next to In Signup so that your clients can pay with Braintree during the signup and payment proSome readers

• Offline Payment Methods Configuration - Bank Transfer, Check and Money Order

  In order to configure Offline Payment , navigate to **Settings **> **Plugins **> Payment Processors. The following are offline payment options you can use: Bank Transfer, Check, ** and Money Order. Note: These plugins are not a real processor, but a placeholder for specifying customer billing types used for offline processing. **Field Name ** **Description ** | In Signup | Enabling this will allow the client to choose one of the **Some readers

• Setting Up the PSiGate Payment Plugin

  In order to configure your PSiGate plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click PSiGate in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing PSiGate, it is recommended to mark Yes next to In Signup so that your clients can pay with PSiGate during the signup and payment process. ![](https://Some readers

• Setting Up the Stripe Checkout Payment Plugin

  In order to configure your Stripe Checkout plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Stripe Checkout in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing Stripe Checkout, it is recommended to mark Yes next to In Signup so that your clients can pay with Stripe Checkout during the signuFew readers

• Billing Cycles

  _ Clientexec 6.2.0 _ introduces a new _ Billing Cycles _ section, which allows the admins to configure custom billing cycles to be used throughout the application. Manage billing cycles permission In order for an admin to be able to use this new section, it requires to be either a _ Super Admin _ or having enabled the new admin permission _ Manage billing cycles _. To configure the permission: go to _ Settings > Users > Staff Management _ click on a Staff Role namFew readers

• Setting Up the 2Checkout Payment Plugin

  The 2CheckOut payment gateway allows you to receive one-time payments, issue refunds, and other features. In order to configure your 2Checkout plugin, navigate to Settings > Plugins > Payment Processors. Click 2Checkout in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No Yes If you are utilizing 2Checkout, it is recommended to mark Yes nFew readers

• Invoices

  Clientexec has a rich invoice system with many features you may not have known about. You may have configured your products to automatically take care of your invoicing for you, but the invoicing system also has complete manual control which allows you for complete freedom in means of what you can invoice to your clients [besides your offered products]. The Invoicing system has a plethora of features: Merge on next recurring invoice & merge into another invoice [Late Fees](https://www.clieFew readers

• Adding Direct PayPal Payment Link in Email Invoice

  If you want to add a PayPal link to invoice, please follow these steps: Navigate to Settings > Company > Email Templates On the right, click Billing Emails , and then click Invoice Template. Add [DIRECTPAYMENTLINK] to your invoice. You may choose to do it like this: **Few readers

• Setting Up the Paypal Payment Plugin

  In order to configure your PayPal plugin, navigate to Settings > Plugins > Payment Processors. Click PayPal in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes There are various settings to configure, as you can see, and each has a description. If you are utilizing PayPal, it is recommended to mark Yes next to In Signup so that youFew readers

• How do I enable PayPal refunds?

  In order to enable Paypal refunds, first you will need to enable the PayPal selling tools API. Login to https://paypal.com PayPal classic view: Go to Profile - My Selling Tools and under API Tools, click Update. PayPal new view: Go to Tools - API Access - Go to API Access You will then be asked to choose an option, you will want to choose Option 2 that applies to "Pre-inFew readers

• Setting Up the PayFast Payment Plugin

  In order to configure your PayFast plugin, navigate to Settings > Plugins > Payment Processors. Click PayFast in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No No If you are utilizing PayFast, it is recommended to mark Yes next to In Signup so that your clients can pay with PayFast during the signup and payment process. ![](https:/Few readers

• Setting Up the PayTR Payment Plugin

  In order to configure your PayTR plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click PayTR in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No Yes If you are utilizing PayTR, it is recommended to mark Yes next to In Signup so that your clients can pay with PayTR during the signup and payment process. ![](https://storage.crFew readers

• Setting Up the Stripe Payment Plugin

  In order to configure your Stripe plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Stripe in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing Stripe, it is recommended to mark Yes next to In Signup so that your clients can pay with Stripe during the signup and payment process. ![](https://storage.crisp.chat/users/helpdeFew readers

• How to use Paypal Subscriptions

  In order to allow the creation of Paypal Subscriptions in Clientexec, please do the following: To allow new clients to place an order from signup and use Paypal Subscriptions, go to Settings > Plugins > Payment Processors > Paypal and modify the following: In Signup: Yes Paypal Subscriptions Option In Signup: Use Subscriptions Additionally, to allow manually created clientsFew readers

• Using Multiple Currencies

  || This feature was released in Clientexec 6.7.0 Clientexec now allows you to sell your products using multiple currencies. Currently you need to set the different prices for each currency manually. Select Your Currencies To select the currencies you will be using on your Clientexec, go to Settings > Billing > Currencies If there are currently currencies on the list that you are nFew readers

• Change font used on the PDF invoice

  In some cases, the characters used in your customers information are not supported by the font selected to be used for the PDF invoices, so you will end with characters that looks like "?" If you have this issue, or just want to try a different font, then follow these steps. For Clientexec 5.0: Open the file \modules\billing\models\PDFInvoice.php The font dejavusans can allow to use some of the special characters. If you want to use it, then: go to line 80 aFew readers

• Setting Up the CoinPayments Payment Plugin

  In order to configure your CoinPayments plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click CoinPayments in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No No If you are utilizing CoinPayments, it is recommended to mark Yes next to In Signup so that your clients can payFew readers

• Setting Up the shurjoPay Payment Plugin

  In order to configure your shurjoPay plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click shurjoPay in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No Np If you are utilizing shurjoPay, it is recommended to mark Yes next to In Signup so that your clients can pay with shurjoPay during the signup and payment process. ![](https://storage.crisp.chat/usFew readers

• Setting Up the Quantum Gateway Payment Plugin

  In order to configure your Quantum Gateway plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Quantum Gateway in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing Quantum Gateway, it is recommended to mark Yes next to In Signup so that your clients can pay with Quantum Gateway during the siFew readers

• How to configure addon prices

  Addons configuration have changed a bit. When configuring an addon, please take in mind: If the addon option will just charge a price one time, set it in setup even if price is 0.00 (if the addon option will be free, like None option). Do not place any other prices in the billing cycles and do not mark any billing cycle as Force . If you want the customer to see the addon option in every invoice even if free (Price 0.00) then add the price in the respective billing cycle of tFew readers

• Setting Up the Mollie Payment Plugin

  In order to configure your Mollie plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Mollie in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No Yes If you are utilizing Mollie, it is recommended to mark Yes next to In Signup so that your clients can pay with Mollie during the signup and payment process. ![](https://storaFew readers

• Setting Up the BluePay Payment Plugin

  In order to configure your BluePay plugin, navigate to Settings > Plugins > Payment Processors. Click BluePay in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing BluePay, it is recommended to mark Yes next to In Signup so that your clients can pay with BluePay during the signup and payment process. ![](https://Few readers

• Setting Up the Quantum Vault Gateway Payment Plugin

  In order to configure your Quantum Vault Gateway plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Quantum Vault Gateway in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing Quantum Vault Gateway, it is recommended to mark Yes next to In Signup so that your clients can pay with Quantum VauFew readers

• Setting Up the Razorpay Payment Plugin

  In order to configure your Razorpay plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Razorpay in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No Yes If you are utilizing Razorpay, it is recommended to mark Yes next to In Signup so that your clients can pay with Razorpay during the signup and payment process. ![](https:/Few readers

• Automatically Cancel PayPal Subscription

  Clientexec can now automatically cancel PayPal Subscriptions when a client requests cancellation of their package. A staff member can also cancel a related PayPal Subscription from the invoice and recurring fee lists, or when canceling or deleting a package. If you started using PayPal Subscriptions after 2009, all you'lFew readers

• Setting Up the PayStack Payment Plugin

  In order to configure your PayStack plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click PayStack in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No No If you are utilizing PayStack, it is recommended to mark Yes next to In Signup so that your clients can pay with PayStack during the signup and payment process. ![](https://Few readers

• Why Pay Invoice button isn't showing on an unpaid invoice

  If you have a client's account set to "Subscription", you will notice that invoices will not have a "Pay Now" button. This is done to ensure that double payment does not occur. Each subscription invoice will feature a unique Subscription ID.Few readers

• Automatically Notify Clients of Expiring Credit Cards

  This option, when enabled, will notify customers if their credit cards are expiring. When run it will E-mail customers with a credit card expiring that month and generate a ticket for credit cards expired in the previous month. || NOTE: This service is intended to run only once per month. To Enable: First ensure you set up the cron job on your cPanel, Directadmin or other panel. You can find those details here. Next, go to Settings >Few readers

• Automatically Applying Coupon Code To Purchase

  Maybe you are offering a promotion on a specific product on your website and you are looking for an easy way to apply a promotional discount without your client having to remember to enter a coupon code? Well Clientexec can help you do this! Set up the Coupon code that you want to use following the steps listed here. Next, navigate to **Settings **> **Products **> Products. Select the Product you want to AutomFew readers

• Using and Applying Coupons in Clientexec

  Coupons are a great way of convincing potential customers to try your product. Traditionally, they've often been used as a self-selecting mechanism allowing you the luxury of modifying the price only for those who need it. Chances are that someone who doesn't require the discount will not go searching for a coupon code – whereas a price sensitive individual might do just that. Properly executed, coupons are a valuable tool in the arsenal of any marketing manager. What's more, they can be inventoFew readers

• Setting Up the Paypal Pro Payment Plugin

  In order to configure your Paypal Pro plugin, navigate to Settings > Plugins > Payment Processors. Click Paypal Pro in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing Paypal Pro, it is recommended to mark Yes next to In Signup so that your clients can pay with Paypal Pro during the signup and payment process.Few readers

• Recalculate Next Due Dates Related To Packages

  This setting can be found under Settings > Billing > General Billing > Recalculate Next Due Dates Related To Packages Keep in mind that a package can have many recurring fees related to it, such as: Recurring fee of the package Recurring fees of addons related to the package Recurring fee of a coupon related to the package Recurring fees of manually created recurring fees that were set to apply to the package When enabling this setting, and if an overdue invoice changes itsFew readers

• Setting Up the Pesapal Payment Plugin

  In order to configure your Pesapal plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Pesapal in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No No If you are utilizing Pesapal, it is recommended to mark Yes next to In Signup so that your clients can pay with Pesapal during the signup and payment process. ![](https://sFew readers

• Why are there 2 levels of tax?

  There are really 2 Taxes that can be applied to the same Country and State. So, you can set a Tax in level 1, and another one in level 2. COMPOUND TAX You can also make your Tax level 2 to be compound. This means the Tax will be calculated over the first Tax also. For example, You can have a Tax level 1 of 10%, and a Tax level 2 compound of 20%. So, if the taxes applies to your customer and need to pay lets say $100, then the Tax level 1 value will be $10 (10% calculated over the $100 origiFew readers

• Failed Invoices

  Failed Invoices can be found under Billing > Invoice List > Failed Invoices. This list will display the current auto-payment invoices that are unable to be charged by the admin, and will also display what is the cause so that the admin can know how to proceed. In order to view the Failed Reason of each item, please enable the respective column by clicking on the gear icon located at the top-right corner of the grid and marking the Failed Reason option, as displayed on the followingFew readers

• Setting Up the Onebip Payment Plugin

  In order to configure your Onebip plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Onebip in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No No If you are utilizing Onebip, it is recommended to mark Yes next to In Signup so that your clients can pay with Onebip during the signup and payment process. ![](https://storageFew readers

• How To Attach PDF When Mailing Invoices

  If you want to ensure that PDF invoices as sent an attachment when sending invoice emails you need to go to **Settings **> **Billing **> General. Scroll down to Attach PDF When Mailing Invoice. Select YES. The click Update Settings.Few readers

• How do I add taxes?

  If you wish to setup Taxes, go to: Settings > Billing > **Taxes ** > Add Tax Add/Edit Tax Rule Name: Insert Tax name, such as "Sales Tax". Country: Select which Country this tax will apply to. If every Country should receive the tax rule, select All (Make default). Division: Which State or area should this apply to. If the entire Division/State/Area should receive the taxFew readers

• Setting Up the Authorize.net Payment Plugin

  In order to configure your Authorize.net plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Authorize.net in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing Authorize.net, it is recommended to mark Yes next to In Signup so that your clients can pay with Authorize.Net during the signup and payFew readers

• Setting Up the Authorize.net CIM Payment Plugin

  The Authorize.net Customer Information Manager (CIM) system allows you to store customers' sensitive payment information on Authorize.net's secure servers, simplifying your compliance with the Payment Card Industry Data Security Standard (PCI DSS). In order to configure your Authorize.net CIM plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click Authorize.net CIM in the drop-down. If you are utilizing 2Checkout, it is recommendedFew readers

• Setting Up the CCAvenue Payment Plugin

  In order to configure your CCAvenue plugin, navigate to Settings > Plugins > Payment Processors. Click CCAvenue in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No No If you are utilizing CCAvenue, it is recommended to mark Yes next to In Signup so that your clients can pay with CCAvenue during the signup and payment process. ![](httpsFew readers

• Invoice Entry Date Range Format

  Some times, you change your date format in: ** Settings > Company > Localization > Date Format** : Select the date format you want sitewide. However, you notice the format is not applied to your invoice entries. This is not an issue. This is just managed in a different setting that gives you more freedom to configure the Invoice Entry Date Range Format. You can find it in Settings > Billing > General > Invoice Entry Date Range Format Invoice Entry Date Range Format Define the datFew readers

• LinkPoint Configuration

  In order to configure LinkPoint (YourPay), navigate to Settings > Plugins > Payment Processors. Store - Enter the name of your LinkPoint store. Host - Verify that your host is secure.linkpt.net Port - The LinkPoint port should be 1129. Cert - Your LinkPoint .pem certificate file can be downloaded by logging into your LinkPoint account as an administrator. Click the Support tab, then choose Download Center. Click Download Now under Store CERT Files. Be sure toFew readers

• Auto Process Client Credit Cards

  When enabled, this will process your clients credit cards for invoices that are due or past-due. This will only process your clients whose credit card are stored outside of Clientexec. Supported Plugins: Authorize.Net CIM Braintree Quantum Vault Gateway Stripe Stripe Checkout Square Payment Enable: First ensure you set up the cron job on your cPanel, Directadmin or other panel. You can find those details here. Next, go toFew readers

• Charging Late Fees

  Charging late fee's can be configured in your Clientexec installation by navigating to **Settings **> **Plugins **> Automation Services and configuring the Late Fee service. Default late fee charge: You can choose to apply a standard late fee to all products that do not have a late fee defined. You can also leave this blank, and only apply late fees to certain product. Day to charge late fee: This will charge a late fee X days after the invoice is due. You will need to enter aFew readers

• Create a Custom Currency

  In order to add a currency, you can go to Settings > Billing > Currencies > Add Currency. You will notice that the customization is limited to the currency's name and a code. This tutorial will allow you to have more customization in creating your currency. Please backup your database before continuing. Navigate to PHPMyAdmin. Please select your database on the left. Please note that your database name will be differentFew readers

• Creating a discount recurring fee

  Discount fixed amount You can manually add a new recurring fee, and set a negative amount. For example -5.00 will discount $5.00 You can do this, when you are on the customer's profile, then click on "Recurring" tab, then click on "Add Charge" button, set "Price:" with a negative value, check the check-box for "Is this a recurring payment?", and select a value for the "Select a Billing Cycle:" making sure to match with the billing cycle of the other recurring fee you want to get the discouFew readers

• Show transactions on an invoice

  Showing transactions on your invoice can provide some additional information that your clients will want to see, including a breakdown of payment if credit is applied to an invoice. To enable transactions on the invoice email you need to navigate to Settings - Company - Email Templates and select Billing Emails from the drop down and edit Payment Receipt Template and add the tag [PMTTRANSACTIONS] To add transaction records in the PDF file you need to navigate to \plugins\invoices[yourinvoicesFew readers

• Setting Up the eWay Payment Plugin

  In order to configure your eWay plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click eWay in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing eWay, it is recommended to mark Yes next to In Signup so that your clients can pay with eWay during the signup and payment process. ![](https://storage.crisFew readers

• Setting Up the eProcessingNetwork Payment Plugin

  In order to configure your eProcessingNetwork plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click eProcessingNetwork in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing eProcessingNetwork, it is recommended to mark Yes next to In Signup so that your clients can pay with eProcessingNetwoFew readers

• Setting Up the ChronoPay Payment Plugin

  In order to configure your ChronoPay plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click ChronoPay in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No No If you are utilizing ChronoPay, it is recommended to mark Yes next to In Signup so that your clients can pay with ChronoPay during the signup and payment process. ![](Few readers

• Apply Credit Balance Automatically

  Clientexec 6.6.1 adds the ability to automatically apply any Client Credit Balance to outstanding invoices. To enable: Go to **Settings **> **Billing **> General. Scroll down to Apply Credit Balance Automatically at the bottom. Select Yes Click Update Settings. || If enabled, Clients will not be able to opt-out and Credit balances will automaticallFew readers

• Deleting a Pending Package

  When deleting a pending package, Clientexec will void every unpaid invoice with an invoice entry that applies to the package that has been deleted. Clientexec will then create a new invoice for any invoice entries that should still remain valid. For example, a new client place an order with tree packages: There is also an invoice for this order: ![](https://storage.crisp.chat/users/helpdesk/websiFew readers

• Setting Up the First Data / LinkPoint Payment Plugin

  In order to configure your First Data/LinkPoint plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click LinkPoint in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes Yes Yes If you are utilizing First Data/LinkPoint, it is recommended to mark Yes next to In Signup so that your clients can pay with LinkPoint during the signup aFew readers

• Setting Up the BitPay Payment Plugin

  In order to configure your BitPay plugin, navigate to **Settings **> **Plugins **> Payment Processors. Click BitPay in the drop-down. Supported Features: One-Time Payments Recurring Refunds Yes No No If you are utilizing BitPay, it is recommended to mark Yes next to In Signup so that your clients can pay with BitPay during the signup and payment process. ![](https://storage.crisp.chat/users/helpdesk/Few readers

• Not Forwarding to Payment Gateway

  At checkout, you are not being forwarded to your payment gateway, please verify that this setting is selected to Yes. **Settings ** > Products > Order Page Select Yes.Few readers

• How to Set a Recurring Fee to Create a New Paypal Subscription When Previous Subscription Cancelled

  When a Paypal Subscription is canceled, the recurring fees related to that subscription are set to not create more Paypal Subscriptions anymore, to avoid making another Paypal Subscription repeatedly when the client does not want that Paypal Subscription. If the client decides they want to start a new paypal subscription after this you will need to do the following: Go to the Clients Profile in the Clientexec Admin area. Select the 'Billing' tab. Then set 'Use Subscription' to 'No'.Few readers

• What Are Billing Types in Clientexec and How Do You Use Them?

  Billing Types in Clientexec are used to label line items on invoices. They’re helpful when creating manual charges or applying consistent names, descriptions, and prices to invoice items — including those generated from packages. ✅ What Billing Types Are For: Labeling manual or package invoice items Applying consistent naming to charges Auto-filling a default description and price when selected Allowing edits at the invoice level if needed 🔧 How to Use Billing TypeFew readers