Sites Introduction

When you are new to Advanced Billing, we will create your first Site for you after you choose a currency. Sites are simply “containers” for your Products, Customers, and Subscriptions. You can use Advanced Billing with just one Site, although most Merchants will want two sites at a minimum – one for testing and one for production.

Site Limitations

All plan levels have a limit of 10 test sites.
All Advanced Billing developer plans have a limit of 10 users on each account.
All paid Advanced Billing plans have a limit of 100 users on each account.

For more information on users, please see our documentation here.

Account Overview

The Account Overview screen provides an overview of all of the Sites in your Advanced Billing account as well as high-level analytics functionality and security controls. The dashboard is typically the first screen you encounter after logging into Advanced Billing and it contains the following tabs:

Sites	Access all of the sites on your Advanced Billing account. From this tab, you can create new Sites and clone/edit/delete existing Sites.
Analytics	View account-wide analytic information such as total MRR and MRR net growth. You can view either live or test data as well as which specific sites should appear in the report.
Exports	This feature allows you to export data across all sites into one consolidated export. Select the type of export you would like to perform, the Sites mode, and any other configurations, and then click Export CSV.
Security & Users	Configure your account's security settings and user access.
Account Info	View your merchant and billing information.
Support	Access Advanced Billing's documentation and contact our support team.
Commission Report	Generate a report of your sales commissions. You can also manage your sales reps from here.

Creating Sites

Buttons and links for creating a new site are displayed prominently when you first log in to Advanced Billing. You can always access the “New Site” page from the toolbar. There will either be a “Create Site” button there, or there will be a “Create a new Site” link when you hover over the Site dropdown.

Select the option to create another site

Site Data

Edit aspects of your current site within Advanced Billing. The aspects control many of the core attributes of your site. Additionally, the site data settings affect how your subscribers choose to interact with you via email communications.

Site Name

The site Name is a name you will use to identify the Site – this name is not shown to your customers. Good starting names might be “Test” or “Production”.

Subdomain

Your subdomain identifies your site uniquely (across all of Advanced Billing) and is most visible within the Public Pages. For example, if your subdomain is acme then your unique Advanced Billing URL would be:

https://acme.chargify.com

Your customers may see your subdomain within the URL of your Public Pages if you choose to use them. Its smart to pick a name that is similar to your domain name.

Currency

Advanced Billing supports multiple currencies. Each site has one primary currency and can have multiple other currencies defined (see Multi-Currency Docs).

The primary currency is used in price displays found in the Web UI. It is also the default currency that is used when creating new subscriptions if a currency hasn’t been provided. Currency is now stored on the subscription so gateways will see the subscription’s currency in transactions that we submit to your gateway. Note that this can be different than the settlement currency of your Merchant Account.

If you have only the primary currency defined, once you have collected any revenue, the primary currency may not be changed! If you have defined any other currencies, you won’t be able to edit the primary currency.

Date Format

Selecting date/time formats will change the way that dates and times are shown throughout Advanced Billing, including statements, invoices and the application.

For backwards compatibility reasons no API date/times will be changed.

Test Mode

Every site may be in one of two modes: test mode or live mode. Test mode is different from live mode in the following ways:

Test mode only allows you to connect to “test” payment gateways (i.e. an Authorize.Net developers account)
You may freely delete products and subscriptions on a Test Site, using the “Clear Data” functionality
Advanced Billing reserves the right to delete test site data automatically after a certain time frame (i.e. any subscriptions created more than 3 months ago may be deleted).

Time Zone

Set the time zone for your Site. This will allow your next billing dates to reflect local times. Additionally, statements, emails, transactions, etc, will affect your local time zone.

Reply Email

You can specify the name as well as the from address if you desire by using the format Your Name <you@example.com>. This will make your emails more personable.

This email will be used as the from address when sending emails from Advanced Billing to your customers.

Switching Sites

In order to work with a site (configure products, see subscriptions, etc) you will first need to “switch” to it. You can do this at any time via the “site selector” pull down menu in the toolbar. The current site is always listed first, with your other Sites listed thereafter.

Clearing/Deleting Site Data

See clearing site data for a description of how to remove products and/or subscriptions/customers from your test site.

Cloning an Advanced Billing Site

For more information on cloning a site, please see our article on sandbox accounts.