Create and Manage Payments

OnApp provides a possibility to add information about payments to OnApp Control Panel. Payments are already paid invoices for used resources according to billing plans. There are two types of payments in OnApp: user payments and company payments. User payments are those which you charge for the resources created on XEN/KVM compute resources. Company payments are those for the vCloud Director integration resources. If you do not have the vCloud Director integration, the Company Payments tab will be missing.

  • Ensure that Payments permissions are on before managing payments.
  • Ensure that See own company payments and Monthly user group billing statistics permissions are on before managing a company payment and monthly bills.

For more information refer to the List of all OnApp Permissions section of this guide.

Below you can find instructions on how to create and manage payments.

On this page:

View user payments


 


To view payments:

  1. Go to your Control Panel's Payments menu.
  2. On the screen that appears, you will see the list of all payments together with their details:
    • User – the name of a user, who made the payment
    • Payment Date – the date when the payment was done
    • Amount –  the money amount which was paid
    • Invoice Number – the serial number of a paid invoice
    • Actions – click the Actions button to edit or delete a payment

You can filter the list of payments by user - select the user from the drop-down menu and click the Apply button.

 

View company payments


To view payments:

  1. Go to your Control Panel's Payments menu.
  2. Click the Company Payments tab.
  3. On the screen that appears, you will see the list of all payments together with their details:
    • Payment Date – the date when the payment was done
    • Company – the name of a user group, whose user conducted the payment
    • Invoice Number – the serial number of a paid invoice
    • Amount –  the money amount which was paid
    • Actions – click the Actions button to perform one of the following processes on the payment: edit or delete.

You can filter the list of payments by user group - select the user group from the drop-down menu and click the Apply button.

To view monthly bills:

  1. Go to your Control Panel's Users and Groups menu.
  2. Click the User Groups tab.
  3. Click the label of a specific user group.
  4. On the screen that appears, you will see the details of this user group. Click the Monthly Bills link.
  5. On the page that appears you will get the list of bills which shows the total due per each month of the year selected from the drop-down menu. To view billing statistics, select a year from the drop-down menu and click the Apply button.

 

Create payment


 


To create a payment:

  1. Go to your Control Panel's Payments menu.
  2. Depending on the payment you want to add select the User Payments or the Company Payments tab.
  3. On the screen that appears, you will see the list of all payments. Click the New Payment button or the + or the New Payment button.
  4. Complete the form on the screen that follows:

    • Company – the name of a user group, whose user conducted the payment. This parameter appears only for company payments.
    • User – the name of a user, who makes the payment. This parameter appears only for user payments.
    • Invoice Number – the serial number of a paid invoice
    • Amount –  the money amount which was paid

  5. Click Save.

You can also create and manage payments for a particular user at Control Panel > Users and Groups menu > User's name > Payments tab.

 

Edit payment


 


To edit a payment:

  1. Go to your Control Panel's Payments menu.
  2. Depending on the payment you want to edit select the User Payments or the Company Payments tab.
  3. On the screen that appears, you will see the list of all payments. Click the Actions button next to the payment you want to edit, then click Edit.
  4. Make changes on the screen that follows::

    • Company – write the name of a user group, whose user conducted the payment. This parameter appears only for company payments.
    • User – write the name of a user, who conducted the payment. This parameter appears only for user payments.
    • Invoice Number – put the serial number of a paid invoice
    • Amount –  change the money amount which was paid

  5. Click Save.

 

Delete payment


 

To delete a payment:

  1. Go to your Control Panel's Payments menu.
  2. Depending on the payment you want to delete select the User Payments or the Company Payments tab.
  3. On the screen that appears, you will see the list of all payments. Click the Actions button next to the payment you want to delete, then click Delete.
  4. Confirm the deletion.