HostBilling Getting Started Guide

Let’s get familiar with HostBilling, set primary things up, and customize it the way you work.

The Backend

Or, the Admin Panel.

The backend is where you log in to perform various administrative tasks. You can access the HostBilling backend by visiting this link or visiting your custom domain and a “/admin” after that.

Take me to the backend.

Chapter 1

Customers

Who pays you.

A Customer Profile

Quick view panel of a customer.

Click on the image to zoom.

After login into the Dashboard, the next tab you will find is “Customers.” All your customers reside here as a list. There are four ways to add customers-

  1. You add them by clicking “Add Customer.” 
  2. Customers can signup by themselves.
  3. You can add a list of customers by importing them via a CSV file.
  4. Advanced: you can use API to add customers

Add your first Customer

Click on the “Add Customer,” which will open up a form. Fill up this form. By clicking “Save, ” you will create your first Customer.

Login as Customer

This button makes one click away to the customer dashboard of this specific customer. You will see how your customer views your portal—invoices, tickets, services, etc.

The Customer Statements

This will show all the transactions and invoices made by this particular customer and how much is owed.

The internal Note

You can use this in many cases. For instance, your customer called you or reached you via social network and asked you to give a quote. So you write the summary here. Or anything that might help you to deal with the customer. Remember, this note is internal, meaning your customer won’t see this.

Companies
The next tab is the “Companies.” You may group customers under companies. In other words, you can add a Company, then add customers under it.

Services

What makes customer pays you.

Imagine you have a customer who uses a Hosting Service from you. Let’s add it.

Before adding it, we need to add a Server identifier. Then we will add this Hosting account under this Server.

Servers

You will add all of your servers here. For the automation, you will need API keys, or other types of authentication, so that the application can communicate with your Server to perform various tasks. However, it’s not mandatory to add API authentication. You can still add Server and assign Hosting accounts under it.

We will go to the integrations part when we are digging deeper. Now let’s imagine we will assign a Hosting Account, WordPress website details, or any other service this particular customer uses.