[title] Untitled
[path] /
[title] Create customers
[path] CUSTOMERS/
Video tutorial for Creating Customers:
::embed[]{url="https://www.youtube.com/watch?v=_qArNAPH1-w"}
In this section, you can learn how to create a new customer.
- Go to the `Customers`tab from the menu and click** +CREATE CUSTOMER** button on the top-right corner. You will get a pop up window as shown below.
- You can now enter the details of the customer including the company name along with the VAT ID to generate details for the invoices.
### Name
Enter the name of your customers to be added in the list.
### E-mail
Enter the E-mail ID of your customer to be added in the list.
### Company Name
If your customer is a part of a company then enter the company name of your customer.
### VAT ID
If your customer has **Value-Added Tax ID (VAT ID)**, Enter the VAT ID of your customer.
### Contact Number
Enter your customer's mobile number or telephone number.
### Address
Enter your customer's detailed address like street no, house no, post code, city and country of your customer.
After entered the details, click the** create** button to create your Customer.
:::hint{type="info"}
**NOTE : Name and E-mail field is mandatory.**
:::
[title] Free trial plan
[path] SIUBSCRIPTION BILLING/Plans/
###
###
###
### Free Trial
A free trial is an offer provided by companies where they allow their customers to use their product or service for a limited time without paying or purchasing their product. It's a way for people to try out the product before deciding if they want to buy it or not. During the trial period, users can use the product and they can have complete access to the features and functionalities of the product or service, to see if it meets their needs and requirements. After that, they might choose to purchase it after the trial ends.
The use of a free trial can serve several purposes for businesses and customers like;
**Customer Experience: **Free trials allow the customers to experience a product or service firsthand before purchasing the product or service.
This can help the users to understand, how the product works, its features, and its potential benefits.
**Product Evaluation:** Free trials enable users to assess whether a product or service meets their needs and expectations.
They can explore the functionality, user interface, and overall usability of the product to determine if it meets their requirements.
**Reduced Risk:** Offering a free trial reduces the financial risk for potential customers.
They can test the product or service without purchasing the product, making it easier for them to consider trying something new.
**Building Trust:** Providing a free trial shows the transparency and honesty of the company and confidence in the product's quality.
It can build trust with customers who aren't sure about buying the product without trying the product first.
### To create a free trial plan
To create a free trial plan, go to our plans page on the website and press the `+Add plan` button. From there, you can select an option for a free trial and then indicate the number of days for your free trial plan that your customers would like to use.
### Paying a free trial plan
Once the trial period comes to an end, your customer will be notified through an email. That email will include a link that your customer can click on. By clicking on the link, they will be taken to a checkout page where they can easily complete the payment for the product or service that they've been trying out. This streamlined process ensures them to conveniently finalize the payment for the product or service.
### Manage Free trial plans
To manage your free trial plans, you can find a button called `FREE TRIAL` at the top of the page. Move your cursor over the button, you'll be able to view all of the information concerning your active trial subscribers, those customers whose trials are ending today, the customers who have converted from free trial to subscription of the plan and the customers who did not convert to a subscription after the trial period ends.
**ACTIVE **- In this section, you'll find information regarding the number of customers who are actively using the free trial plans and have not yet transitioned from the free trial phase to subscribing to the plan.
**SUBSCRIBED **- This section will display the number of customers who have successfully transitioned from the free trial period to subscribing to the plan.
**SUBSCRIBE **- The number of customers who have not yet subscribed to a plan after the trial period concludes will be listed in this section.
**END TODAY **- This list will feature the count of the customers whose free trial period concludes today.
[title] Untitled
[path] PAYMENT SCENARIOS/
[title] Collect physical addresses and phone numbers
[path] PAYMENT SCENARIOS/During the Payment/
### Learn how to collect addresses and phone numbers during one-time payment flows.
**Collect an address**
To collect addresses from your customers :
1. Create or edit a payment link.
2. Select **Collect customers’ addresses** in the **Options** section.
3. You can collect **Billing addresses only** or you can collect **Billing and shipping addresses**. Choosing either makes these fields required for customers.
4. If you collect shipping addresses :
- You need to select the countries you ship to. These countries appear in the **Country **dropdown in the **Shipping Address form **in the checkout session.
- You can optionally add shipping rates. Learn how to create shipping rates in the Dashboard.
**Collect a phone number**
If you need to collect phone numbers to complete the transaction:
1. Create or edit a payment link.
2. Select **Require customers to provide a phone number**.
[title] Dashboard
[path] SIUBSCRIPTION BILLING/
### MYFUNDBOX Subscriptions's extensive dashboard provides you with information about your Expected revenue, Failed and Missed Payments, Annual and Gross Revenue and Active Plans.
### Expected Revenue
It shows the expected or predicted amount your company will receive in the current month.
### Failed Payments
You will be able to see the failed payments made by your customers. By clicking on the Failed Payments link it will be redirected to the payments menu. Here you will be able to filter your failed payments according to your convenience.
### Missed/Upcoming Payments
You will be able to see all the payments missed by your customers. By clicking on the Missed/Upcoming Payments link it will be redirected to the subscription menu. Here you will be able to filter your Missed/Upcoming Payments according to your convenience.
### Forecast
Forecast will predict the next upcoming month payments of your company, based on past and present data.
### Gross Revenue
It shows the total successful transactions amount for the current month.
### Annual Revenue
It shows the total amount of money that company will receive in the current year.
### Total Revenue
It shows the total amount of money the company has received from the beginning until now.
### Active Plans
Total number of plans active for your customers will be shown here.
By clicking on the active plans link you will be redirected to the plans page where all the active plan list will be displayed.
### The colorful overview of your organization's data
### Payments
The payments made for each billing type by your customers is displayed in the form of pie chart.
- One-Off - A single time payment is called One-Off.
- Daily - The payment will happen daily in this method.
- Weekly - The payment will happen once in every week.
- Monthly - The payment will happen once in every month.
- Quarterly - The payment will happen once in every three month.
- Half Yearly - The payment will happen once in every six month.
- Annual - The payment will happen once a year in this method.
### Recent Transactions
It shows the latest successful transactions of your company. The check more option redirects to the payments menu displaying the list of successful transactions of your company.
### Payment Methods
The payments made through each payment method is displayed in the form of pie chart.
### Payment Status
The transactions status of payment made by your customers is displayed along with the respective amount in the form of chart.
Here is the glossary for the status of the payment.
- Success - Total successful amount is shown here.
- Pending - Total pending amount is shown here.
- Refund - Total Refund amount is shown here.
- Cancelled - Total cancelled amount is shown here.
### New Subscription
The number of new subscribers per month in the particular year selected from the dropdown on the top right is shown in the form of a graph.
### Top Paid Subscriptions
The top paid subscriptions of your company is displayed along with its respective amount in the form of a graph.
### Churn Rate
The churn rate chart for each month in the particular year selected from the dropdown on the top right is shown in the form of a graph.
### Disputed Transactions
The disputed transactions of your company is displayed along with its respective amount in the form of a graph.
[title] Pay Link
[path] SIUBSCRIPTION BILLING/
Video tutorial for Sending Pay Link to the customers:
::embed[]{url="https://www.youtube.com/watch?v=NzO_yzccbcE"}
A pay link is a URL that redirects customers to the payment page and makes online payment easy and simple. The Pay Link page from the menu will be shown as below:
### Name
The first name and last name of your customer will be shown here.
### Company Name
The company name of your customer will be shown here.
### E-mail
The E-mail ID of your customer will be shown here.
### Plan
The [Plan](https://docs.myfundbox.com/steps-to-create-plan) you selected for your customer while creating the Pay link will be shown here.
### Pay Link
The link for the online payment will be shown here and also you can copy this link to send your customers manually.
### Transaction Status
The Transaction status of your customer will be shown here,
**Success** - The transaction was successful
**Pending** - The transaction was pending
**Cancelled ** - The transaction was cancelled
### Creation Date
The date of creation of the particular pay link will be shown here.
### Payment Date
The transaction date of your customer using that respective pay link, will be shown here.
[title] Deleting Your Subscription Plan
[path] SIUBSCRIPTION BILLING/Plans/
### **T***his guide will walk you through the steps to delete your subscription plan easily and securely. Follow the instructions below to ensure a smooth cancellation process, and understand the implications of plan deletion.*
# Accessing the Plans Page
Log in to your account.
Navigate to the Dashboard.
Click on the Plans tab located in the main menu.
Locating the Delete Option
On the Plans page, locate your active subscription.
Press the Delete icon (🗑️) located at the top right corner of the plan card
## To delete a single plan
You can click the **delete icon** of the specific plan that you want to delete.
## To delete multiple plans
You can select the check box of multiple plans that you want to delete and then click the** delete icon** on the top right corner to delete your plans.
# Understanding the Deletion Process
When you initiate the deletion:
You may lose access to features tied to your current plan.
Any saved data may be subject to the Data Retention Policy.
A confirmation modal will appear with critical details, including:
Data loss or service interruptions.
Final billing cycles and remaining access.
Prorated refunds or final charges if applicable.
# Confirming Deletion
Review the details displayed in the confirmation modal carefully.
Click Confirm Deletion to proceed.
You will receive:
A confirmation email with the cancellation details.
A final invoice or statement, if any outstanding balances remain.
# After Deletion
Your account will be downgraded to a Free Tier (if available) or suspended if no free option exists.
Access to features and services will cease according to the final billing cycle.
Data will be retained according to the Data Retention Policy and may be recoverable for a limited period.
[title] Paypal
[path] PAYMENT GATEWAYS/
To connect your PayPal account to MYFUNDBOX. Log into your PayPal account and click on the settings page and then select the payment gateway option. To link your PayPal account you have to enter the information associated with your PayPal account in order to connect it to MYFUNDBOX. You will be prompted to enter the information associated with your PayPal account to complete the connection.
### PayPal Synchronization
Enable this to synchronize your payment from PayPal account to MYFUNDBOX account.
### Pause Recurring Payments
Disable this toggle to pause all upcoming recurring payments as shown in the below image.
:::hint{type="info"}
**NOTE : MYFUNDBOX now supports PayPal oneoff payments and recurring payments.**
:::
[title] Email receipts and paid invoices
[path] PAYMENT SCENARIOS/After the Payment/
### Send payment or refund receipts automatically.
With Payment Links, you can manually or automatically send customized email receipts or paid invoices.
**Receipt features**
Each receipt contains a link to view it in a browser, and a unique [receipt number](https://docs.stripe.com/api#charge_object-receipt_number) that’s useful when looking up payment information.
You can also access the link to view the receipt in a browser through the API in the PaymentIntent’s related Charge object. When you visit the link, the receipt always shows the latest status of that charge—if it has been refunded, the receipt accurately reflects it.
As a security measure, receipt links expire within 30 days. Expired receipt links require the customer to provide the original email address to resend the receipt to that address.
**Automatically send receipts**
To enable automated receipts, toggle **Successful payments** on in your Customer emails settings. Stripe only sends receipts to successful and completed payments. If the payment fails or is declined, we don’t send a receipt.
**Manually send receipts**
To send receipts in the Dashboard, click **Send receipt** within the **Receipt history** section of a Payment details page. You can also hover over a payment within the **Payments** section of a customer’s page and click the **Send receipt** icon. To resend an email receipt, input a different email address, or specify a comma-separated list of addresses to send it to several recipients. A record of the last 10 receipts is visible on the payment’s page.
**Customize receipts**
Alter the appearance and functionality of your receipts with the following customization options:
- **Branding**: Modify the logo and colors in your Branding settings. The upper limit for a custom logo image file size is 512KB. Ideally, the logo should be a square image exceeding 128 x 128 pixels. JPG, PNG, and GIF file types are supported.
- **Public information**: Specify the public information you want to include, such as your contact number or website address, in your Public details settings.
To display custom text, use the description attribute on the PaymentIntent. Some examples include:
- Description of goods or services provided.
- Authorization code.
- Subscription information.
- Cancellation policies.
You can see a real-time preview of your email receipt on your Dashboard Branding settings page. To send a test receipt, hover over the preview image and click **Send test receipt **, then enter your email address.
:::hint{type="warning"}
Caution:
Receipts pull data from the Charge object generated when the PaymentIntent is confirmed. To update receipt data such as the description after the charge is generated, you must update the Charge. Changes to a confirmed PaymentIntent don’t appear on receipts.
:::
**Refund receipts**
When a payment is refunded, Stripe can automatically send a receipt to the same email address provided in the original charge. You can also use the Dashboard to manually send a copy of the refund receipt. To enable automated refund receipts, toggle **Refunds** on in your Customer emails settings.
**Invoice and subscription payment receipts**
Stripe creates a receipt when a customer pays an invoice or makes any subscription payment. Receipts for subscription and invoice payments are itemized to include line items, discounts, and taxes. After payment, the Hosted Invoice Page includes a link to a receipt that the customer can download for their own records.
**Stripe Connect receipts**
Receipt settings depend on the charge and account type:
- Destination charges and separate charges and transfers: Receipts use the platform account’s **Customer emails**, **Branding**, and **Public details** settings.
- Direct charges: Receipts use the connected account’s **Customer emails**, **Branding**, and **Public details** settings.
Platform accounts can send a receipt for a connected account by passing receipt\_email when making a charge request.
For connected accounts that use the Stripe Dashboard (which includes Standard connected accounts), you can configure receipt settings under Branding. For connected accounts that don’t use the Dashboard (which includes Express and Custom connected accounts), the platform configures receipt settings through settings.branding.
**Automatically send paid invoices**
In addition to ordinary receipts, Payment Links can generate paid invoices as proof of payment. Invoices have more information than receipts. For subscriptions, Stripe generates invoices automatically, but for one-time payments, you need to enable them.
To generate invoices, toggle **Successful payments** on in your Customer emails settings. Then, when creating a Payment Link, select **Create an invoice PDF** in the **After payment** tab. You can configure your invoice, including adding a memo, footer, and your tax ID in your invoice template settings.
After the payment completes, Stripe sends an invoice summary with links to download the invoice PDF and invoice receipt to the email address your customer provides during checkout. You can also view the invoice in the Dashboard or access it programmatically by listening to the invoice.paid event through an event destination.
:::hint{type="warning"}
Caution
Invoices for delayed notification payment methods such asmight take longer to send because we send the invoice after successful payment, not upon checkout session completion.
:::
**Localization**
When using Payment Links, the language of the receipt and invoice is determined by the browser locale of the user opening the Payment Link URL.
[title] Payout reconciliation
[path] PAYMENT SCENARIOS/After the Payment/Payouts/
## Know which transactions are included in a given payout.
Sending funds from your Stripe available balance to your bank account generates a payout object. Automatic payouts occur routinely according to your payout schedule and can include funds from multiple transactions.
Stripe provides the following ways to review the transactions included in an automatic payout:
- Open a payout in the Stripe Dashboard.
- View or download the payout reconciliation report.
- Retrieve the payout details through the Stripe API as documented in this guide.
### **1 Find the Payout ID**
You need a payout’s id (po\_xxx) to retrieve information about the payout’s transactions. To get it:
- Listen to the payout.reconciliation\_completed webhook event.
- Call List Payouts to review a list of payouts.
- Retrieve it from your own database.
You could retrieve the Payout to access its properties, but this won’t include the individual transactions that make up the total amount.
### 2 **List Balance Transactions**
Every funds movement in or out of your Stripe account creates a BalanceTransaction. Pass the payout ID in your list BalanceTransaction request to filter the results by only transactions associated with that payout.
### 3 **Expand balance transaction resources**
The source property of each BalanceTransaction identifies the underlying object representing the transaction type, such as ch\_xxx for a Charge or re\_xxx for a Refund. To retrieve these objects without making extra API calls, update the previous code using expand.
[title] Collect Taxes on your payments
[path] PAYMENT SCENARIOS/During the Payment/
## Tax API for Sales Tax, GST, and VAT
### Use Stripe Tax APIs to implement tax calculations in your custom integration.
:::hint{type="info"}
Note :
This guide describes how to integrate Stripe Tax with a custom payment flow, such as PaymentIntents You can also integrate Stripe Tax with Payment Links, Checkout, Billing and Invoicing with no or low code setups.
:::
Stripe Tax APIs enable you to calculate tax in custom payment flows. After your customer completes their payment, record the transaction so it appears in Stripe Tax reporting. The examples in this guide use Stripe payments APIs, but you can use the Tax API with any payment processor, or multiple payment processors.
[title] Upgrade subscription plan
[path] SUBSCRIPTIONS/Manage Subscription/
You can upgrade the plan to any plan according to your preference. Any of these plans can be upgraded if you have subscribed to a **Recurring Plan**.
Video tutorial for managing subscription from customer portal:
::embed[]{url="https://www.youtube.com/watch?v=1F4En6MJ9Q0"}
Video tutorial for managing and cancelling subscription:
::embed[]{url="https://www.youtube.com/watch?v=fb5ofXS7PYg"}
Go to **Subscription Module **→ **Click on the customer name** that you want to upgrade the plan for, as shown below:
Once after clicking on the customer name, you will be redirected to **customer portal**, as shown below:
The selected plan is active which indicates that plan's payment was successful. To select a plan click on it and it shows a **Green Tick **on the plan then from clicking on the `Manage Subscription` you will get redirected to another page for upgrading the plan, as shown below:
The available plans are listed, and the subscribed plan has a tag `SUBSCRIBED` written on it. The customer can upgrade the plan based on his requirement. After **subscribing** to the plan you will be redirected to **customer portal** as shown below:
Once the Plan is upgraded the plan is updated in the **customer portal.** Then in the subscription module the plan name will be changed shown below the **Customer Id** and in **More info**, you can see the entry will be** generated for the new plan** hereafter. As shown below:
[title] Adding multiple users in pay link
[path] SIUBSCRIPTION BILLING/Pay Link/
Video tutorial for sending Pay Link:
::embed[video]{url="https://www.youtube.com/watch?v=NzO_yzccbcE"}
Multiple users could be added for receiving the same pay link, using the `+` icon under the notify customers by email section. Click on `Send Pay Link` as shown below, to send the link to multiple customers.
- Once your process is done you will get a pop-up as shown below:
## Customer receives e-mail
Once pay link is generated, your customer will receive an email like this.
If he clicks the `Pay Now` in the mail, your customer will be redirected to the payment page as shown below.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/kivuOrM4oQkCH_M8dG8YH_zzz.png" size="80" width="826" height="615" position="center" showCaption="false"}
In this page, the customer makes the payment by selecting the payment method and entering the credentials & enters the credentials and then payment will be done successfully.
[title] 2CHECKOUT
[path] PAYMENT GATEWAYS/
### **CONFIGURATION / USER GUIDE**:
### **Step 1: Create a Checkout.com Account **
- Visit *https\://www\.2checkout.com/*
- Click Sign Up
- Complete the business registration and verification process to move your account from "Demo" to "Live" mode.
### **Step 2: Locate Your Merchant Code and Secret Key:**
- Log into your **2Checkout Merchant Control Panel**.
- Navigate to **Integrations > Webhooks & API** from the left-hand menu.
- Under the **API** section, you will find your **Merchant Code** (Account Number) and the option to generate or view your **Secret Key** (INS Secret Word).
### **Step 3: Securely Copy API Credentials:**
- Click the **Generate** button next to the **INS Secret Word** if one has not been created yet.
- Copy the **Merchant Code**.
- Copy the **Secret **Key.
- **Note:** Store these credentials in a safe place. These keys are used to verify and secure your transaction data.
### **Step 4: Connect on MYFUNDBOX:**
- Log into your **MYFUNDBOX** account.
- Navigate to **Settings > Payment Gateways**.
- Find the **2Checkout** option and click the **Connect** button.
- In the connection pop-up window, paste your **Merchant Code** and **Secret Key** into the corresponding fields.
- Review the settings to ensure no extra spaces were added during pasting.
- Click **Save** to complete the integration. Your account status should now show as "Connected."
### **Step 5: Security and Key Updates:**
**Regenerate Keys in 2Checkout:**
- Log into your **2Checkout Merchant Control Panel**.
- Navigate to **Integrations > Webhooks & API**.
- In the **Secret Word** section, click the **Generate** button to create a new **INS Secret Word**.
### **Update MYFUNDBOX:**
- Go to your **MYFUNDBOX** account.
- Navigate to **Settings > Payment Gateways**.
- Select **2Checkout** and click **Configure and Keys section.**
- Paste your newly generated **Secret Key** into the field and click **Save**.
### **Step 6: Managing Payment Methods via Toggle:**
- Switching a toggle to the **Off** position immediately removes that payment option from your hosted checkout page for your customers.
[title] Payrexx
[path] PAYMENT GATEWAYS/
### **Step 1: Create a Payrexx Account**
- Visit [https://www.payrexx.com ](https://www.payrexx.com/)
- Click **Get Started** or **Create Account**
- Complete the registration steps including business verification.
- Desired name – Instance.
### **Step 2: Collect API Credentials**
Payrexx requires **two key values** for Connection.
**1.Instance Name **
Your instance name is the subdomain of your Payrexx account.
Example: If your dashboard URL is:
*https\://demo.payrexx.com*
Then your **Instance Name = demo**
**2. Generate API Secret Key **
- Log in to your Payrexx dashboard
**Payrexx Administration panel.**
- Navigate to **API & PLUGINS → ADD API Integration **.
- Click **ADD API Keys **.
- Fill the Integration Name Field .
- Then, Click the **ADD** button – **API KEY** Generated.
- Copy the API Key and Keep this key safe — it is required for Connection to Payment Gateway.
### **Step 3: Configure Webhooks **
Add Webhook URL.
- Navigate to **Webhook →** Click the** ADD Webhook.**
- Click the Add Webhook.
- Webhook Name is Optional.
- Add the Below webhook Url.
- *https\://subscription.myfundbox.com//ResponseNew\_PREV.jsf?webhooksrc=Payrexx\&paymentBox=true* (Subscription)
- *https\://app.myfundbox.com/ResponseNew\_PREV.jsf?webhooksrc=Payrexx\&paymentBox=true* (FCRM)
- Add your webhook endpoint (provided by MyFundBox if required for transaction updates).
### **Step 4 : Configure the Payment Providers**
- Our application is integrated with Payrexx Pay Plus, allowing us to accept Card payment methods and process payouts securely through Payrexx’s platform.
### **Step 5: Connect Payrexx on MYFUNDBOX **
- Log into your MYFUNDBOX account
- Navigate to Settings > Payment Gateways
- Click “Connect “ on Payrexx.
- Paste the following:
- Your Instance
- Your API Key
- Click Save.
- Once saved, your account is now securely connected to Payrexx.com.
[title] How to get stripe keys from stripe account
[path] PAYMENT GATEWAYS/Stripe/
With this documentation, you can get stripe keys publishable, secret and customer account id from the stripe account.
Step 1: Log in to your stripe account,
To get the publishable key and secret key navigate to developers mode and there you can find the publishable key and secret key as shown in the snapshot.
*NOTE*: **Secret key will be shown once after creating and we have to store that safely.**
Step 2: To get customer account id,
Navigate to profile from the top and scroll down to the end of the page, there we can see the customer account id in the table.
[title] ADYEN
[path] PAYMENT GATEWAYS/
## **ADYEN PAYMENT GATEWAY **
**INTRODUCTION: **
This document describes how a user can create an Account in Adyen and get Keys and credentials to connect to MYFUNDBOX product
### **Step 1: Create a Adyen Account**
- Visit
- Click **Test** **Account.**
- Complete the "Sign up for a test account" form with your business email, company name, and website.
- Select your **Annual processing volume** and click **Submit**.
### **Step 2: Account Activation via Email**
After submitting your registration, Adyen will process your request and respond via email.
- Check your inbox for a confirmation message from Adyen.
- This email contains your unique **Username** and **Password** required to access the Customer Area.
- After creating the test account, you must request activation from the Adyen sales team to **activate the live account.**
- For more information, click the link below.
[http://docs.adyen.com/get-started-with-adyen#apply-for-your-live-account](http://docs.adyen.com/get-started-with-adyen#apply-for-your-live-account)
### **Step 3: Login to the Customer Area**
Use the credentials provided in the email to access your dashboard.
- Go to the Adyen login page and ensure the toggle is set to **Live**.
- Enter the **Username** from your email (e.g., admin) and click **Next**.
- Enter your **Account** name and the **Password** provided in the email.
- Click **Log in** to enter the dashboard.
### **Step 4: Generate API Credential**
To allow your application to communicate with Adyen, you must generate an API key.
- In the sidebar, navigate to **Developers** and select **API credentials**.
- Click **Create new credential** or select an existing web service user (e.g., ws\_114946).
- Under the **Authentication** section, click the **Generate API key** button.
- **Important**: Click the **Copy icon** next to the key immediately. Store this key securely, as it will not be visible again after you leave the page.
::Image[Click **Save changes** at the bottom of the page to activate your settings]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/dMfzdtUdllMwfNSAlTIpL_image.png" size="100" isUploading="false" width="850" height="403" showCaption="false" indent="1"}
- Click **Save changes** at the bottom of the page to activate your settings
### **Step 5: Configure Webhooks**
- In the sidebar, navigate to **Developers** and select **API credentials**.
- Click **Create new credential**
- Add the **Standard webhook **option**.**
- Ensure that the standard webhook is enabled.
- Add the corresponding webhook URL displayed in the MyFundBox application. Navigate to the Payment Gateway page, select Adyen, and copy the webhook URL from the connection popup.
- Select the No Authentication option.
- Add the **Authorisation** event in the webhook event configuration.
- Click **Save changes** at the bottom of the page to activate your settings
### **Step 5: Connect Adyen on MYFUNDBOX**
- Log into your MYFUNDBOX account
- Navigate to Settings > Payment Gateways
- Click “Connect “ on Adyen.
- Paste the following:
- Your Merchant Account
- Your API Key
- Click Save.
- Once saved, your account is now securely connected to Adyen.com.
[title] Exporting customer list
[path] CUSTOMERS/Customers/
You can download your Customer List by the following ways.
### 1.Export customer list using print option
Press the** print **icon to print the customer list.
### 2.Export customer list in CSV format
Press the** CSV **icon on the right corner to save your customer list in CSV format.
### 3.Export customer list in Excel format
Press the** Excel **icon on the right corner to save your customer list in Microsoft Excel.
### 4.Export customer list in PDF format
Press the **PDF **icon on the right corner to save your customer list in PDF format.
[title] Editing and importing pay link lists
[path] SIUBSCRIPTION BILLING/Pay Link/
# **Steps to Edit (Enable/Disable) Pay Links**
Managing the status of Pay Links is essential, especially when handling pending or canceled transactions. Here’s how you can enable or disable Pay Links based on their transaction status:
- **Identify the Pay Link**
Locate the Pay Link associated with the pending or canceled transaction you want to edit.
- **Click the Edit Icon**
On the top-right corner of the screen, you will find the **Edit** icon. Press this to enter the edit mode.
**Toggle the Status**
After entering edit mode, navigate to the specific Pay Link and find the status button. You can change the Pay Link status here by enabling or disabling it, depending on whether the transaction is pending or canceled.
:::hint{type="info"}
**NOTE**: Once a Pay Link transaction has been completed successfully, it cannot be edited. You’ll only have the option to manage links associated with pending or canceled transactions..
:::
### **Steps to Export the Pay Link Lists**
To streamline offline verification or maintain a record, you can export Pay Link lists in various formats. Here’s how to export and manage the lists:
**To Print the Pay Link Lists**
If you need a hard copy of your Pay Link lists for physical verification or documentation:
1. Press the **Print** icon located on the top-right corner of the page.
2. This will generate a printable version of the Pay Link lists.
### **To Save Pay Link Lists in CSV Format**
CSV files are helpful for processing data in a structured way. To export the lists in this format:
- Press the **CSV** icon on the top-right corner of the page.
- The Pay Link lists will automatically download as a CSV file, which you can open with spreadsheet software or import into databases.
### To save your pay link lists in Excel
For users who prefer working in Excel:
- Press the **Excel** icon on the top-right corner.
- The Pay Link lists will be saved as an Excel (.xlsx) file, allowing you to edit and manage them directly within Microsoft Excel.
### To save your pay links lists as PDF format
For a non-editable, easily shareable format:
- Press the **PDF** icon located on the top-right corner.
- This will save the Pay Link lists as a PDF file, which you can share or archive for records.
By following these steps, you can easily manage the status of Pay Links and export the lists in a format that best suits your needs.
[title] MYFUNDBOX Plans Page Documentation
[path] SIUBSCRIPTION BILLING/Plans/
**Welcome to the Plans Page! This is where you create, view, and manage all your subscription plans for your products or service**s.
# How to Access the Plans Page
Log in to your MYFUNDBOX account.
From the dashboard, click on Plans in the main menu.
You will see a list of all existing subscription plans (if any) and options to add new ones.
To get started, sign up and verify your MYFUNDBOX account details, then navigate to the plan page and click on + Add on page in the top right corner to start your first plan
**Creating a New Subscription Plan**
Click the + Add button at the top right corner of the Plans Page.
A pop-up window will appear where you can enter your new plan details.
### Plan Name
Plan Creation Fields Explained
Enter a clear, descriptive name for your subscription plan.
This name appears on your checkout page and subscriber invoices.
Plan Type
You will have the option to choose from two different plans, both of which will be available for your convenience:
## Plan Type
Plan Type
You will have the option to choose from two different plans, both of which will be available for your convenience:
- **Quantity **
- Charges customers based on how many units they subscribe to (e.g., number of boxes or services).
- **Variable**
- : A fixed-price plan charges subscribers exactly the set price of the plan they hav
### .
### Price
When you set up your subscription plan, enter your price for either quantity or variable of your choice
### Currency
Select the currency in which you want to charge your customers.
MYFUNDBOX supports multiple currencies, powered by integrations with multiple payment gateways like Stripe, GoCardless, and Mollie.
You can see the full list of supported currencies in your dashboard.
### Billing
The billing cycle defines how often your subscribers will be charged. For example, a weekly billing cycle means subscribers are charged every week.
Available billing cycle options include:
One-Off (One-Time)
Daily
Weekly
Monthly
Quarterly
Half-Yearly
Annually
You can choose from the following billing cycles:
- ****
## Number of Billing Cycles
Specify the total number of billing cycles for this plan.
If left blank, billing will continue until the subscription is canceled
# Allow Editable Quantity
Enabling this option allows subscribers to adjust the quantity of goods or services they purchase.
For Variable plans, this lets subscribers pay as much as they want within your set limits.
### Minimum Quantity
Set the minimum quantity of goods or services a subscriber must purchase to qualify for this plan.
### Maximum Quantity
Set the maximum quantity a subscriber can purchase within the plan limits.
### Free Trial
Enable a free trial period, allowing users to experience your product for free before committing to a subscription.
At the end of the trial period, a payment link will be sent automatically to the subscriber.
# Stepwise price
Stepwise pricing lets you create pricing tiers based on quantity ranges.
Enter minimum and maximum quantities for each tier and set a price for that range.
Use the + Add Step button to add additional pricing tiers.
You can click `+` under **Action** to enter the next step for pricing.
# Tax Options
Taxes can be configured based on the subscriber’s region using the Add Tax option found in the Tax and Coupons settings.
Choose between:
Tax Inclusive: Tax amount is included in the purchase price.
Tax Exclusive: Tax amount is added on top of the purchase price.
You can add and manage tax rates for specific regions directly on the MYFUNDBOX website.
# Managing Existing Plans
All your plans are listed here with key details: Plan Name, Type, Price, Billing Cycle, and Status.
Use the Edit button next to any plan to update its details.
Use the Delete button to remove plans you no longer need.
## Tips for Using the Plans Page
Use simple, descriptive plan names for easy identification.
Encourage new subscribers with Free Trials to experience your product risk-free.
Keep pricing clear and consistent to avoid confusion.
Use Stepwise Pricing to offer volume discounts or incentives for bulk purchases.
[title] Checkout
[path] PAYMENT GATEWAYS/
### **CHECKOUT PAYMENT GATE WAY \[MYFUNDBOX]**
### **CONFIGURATION / USER GUIDE**:
### Step 1: Create a Checkout.com Account
- Visit [https://www.checkout.com](https://www.checkout.com/)
- Click Sign Up
- Complete the business registration and verification process
### Step 2: Generate API Keys
- Log into your Checkout.com Dashboard
- Go to Developers > Keys (mentioned in picture)
- Go to Keys tab and Click on “Create a new key” option.
- Select Access Key pair option like in image to generate Access Keys
- Un Select the Allow any processing channel option And Select the Channel 1 like in image.
- Copy the following:
- ✅ Access Key ID
- ✅ Access Key Value
🔐 Keep these keys secure. Do not share them with anyone.
**Important Note on Channels:**
- Do not select the option “Allow any processing channel”
- Instead, explicitly choose “Channel 1” or the required configured channel
- This ensures that the payment is routed through the correct path and avoids misconfiguration issues.
### Step 3: Generate Public API Key
- After generating the API keys, proceed to generate the Public Key from the same 'Keys' section.
- Ensure you follow the instructions outlined in the 'Important Note on Channels' section when generating the public key to avoid any configuration issues.
- Ensure you are copying the public key, not the secret key, for frontend use.
### Step 4**:** Generate Secret API Key
- After creating your public key credentials, navigate to the **Keys** section in your Checkout.com account.
- Find the **secret key** in the list of keys. This key is very important because it is used to keep your transactions secure.
- Ensure you follow the instructions outlined in the 'Important Note on Channels' section when generating the Public Key to avoid any configuration issues.
- Make sure you store it securely because it will be required for processing your payments.
### Step 5: Connect on MYFUNDBOX
- Log into your MYFUNDBOX account
- Navigate to Settings > Payment Gateways
- Click "Connect" on Checkout
- Paste the following:
- Your Access Key ID
- Your Key Secret
- Your Public Key
- Click Save.
- Once saved, your account is now securely connected to Checkout.com.
[title] Customized Start of day
[path] PAYMENT SCENARIOS/After the Payment/Payouts/
## Set your start of day to make your automatic payouts reconciliation easier to track.
Stripe supports customized start of day for automatic payouts to group and send payments in your local timezone with a “customized day” starting time. This makes payout reconciliation easier to track as payouts contain payments processed in a day of your timezone, versus payments processed in a UTC day.
For example, if a user in Singapore starts their customized day at midnight SGT (Singapore Time), the payments they process from midnight SGT to the following midnight SGT belong to the same day. If they start their day at 06:00 SGT, payments collected between 06:00 SGT on a given day and 06:00 SGT the next day are attributed to the given day.
Your default start of day is UTC midnight except for some users in Asia-Pacific (APAC) markets. You can change your start of day to a time in the allowed range (usually between midnight and morning) in your local timezone.
**Change start of day**
To change the start of day:
1. In the Dashboard, navigate to **Settings** > [External payout accounts and scheduling](https://dashboard.stripe.com/settings/payouts).
2. In the **Start of day** section, change the default setting to your preferred start of day.
After you set the start of day, it doesn’t take effect immediately. The new start of day only takes effect at the new time. For example, if your current time is equivalent to 07:00 Asia/Singapore, and you set the start of day to 00:00 Asia/Singapore, this new start of day takes effect in 17 hours.
The settings at the time of the original transaction apply to the payout as well. For example, if the settings at the time of the original transaction indicate a 7-day payout timing, this rule applies to the payout regardless of any later changes in time zones.Let’s say a merchant has a balance of 1000 USD. 500 USD is attributed to UTC Monday and 500 USD is attributed to UTC Tuesday.If their start of the day changes to Singapore Time (SGT) on Wednesday, the 1000 USD balance is still assigned to UTC Monday and Tuesday, and the payout will be processed on the next Monday and Tuesday under UTC, not SGT.Only the payments created after the change to SGT will follow the new time zone in terms of payout timing.
**Example**
A restaurant merchant’s business hours are 10AM to 9PM PST, all the transactions made before the start of business count towards the previous day because they’ve chosen 10AM as their start of day. Assuming this merchant is on a daily automatic payout plan and a 4 business day schedule, all transactions made between 10AM PST Monday and 10AM PST Tuesday are grouped into Monday’s sales and arrive in the merchant’s bank before the end of Friday in one payout.
[title] Customize E-Mail Content
[path] COMMUNICATIONS/Configurations/
You can customize body content of your invoice email & invoice PDF to make them more relevant to your customers.
Go to **Menu** → **Configurations **→ **Customize E-Mail Content**
### Invoice -> E-mail content
- In this section, you can customize the body content of the mail and messages sent to the customer after the transaction.
- In Invoice Email content tab
- Update the following sections
- Press `SAVE` to save your process.
### **Invoice -> PDF content**
- In this tab, you can customize the body content of the PDF and messages sent to the customer in the invoice.
- Press `SAVE` to save your process.
[title] Getting started with MYFUNDBOX
[path] /
## Accept, Process & Manage Subscription Billing for B2B and SaaS businesses
Welcome to MYFUNDBOX – your comprehensive subscription billing solution. MYFUNDBOX simplifies the complexities of managing subscriptions, empowering businesses to handle billing, invoicing, and customer interactions effortlessly.
This documentation is your guide to maximizing the potential of MYFUNDBOX and ensuring a seamless subscription management experience for both you and your customers.** **
## **Here is how we started **
MYFUNDBOX is a German Startup launched in late 2018 started with a use-case to make payments simple, configurable, and independent of payment providers. We help our customers focus on their core business targets/expansion goals and we take care of Payments.
With the Subscription Economy becoming a proven Business Model for Startups to large Enterprises and with Hypergrowth now possible with a scalable and secure Infrastructure, an Orchestrator for Payments covering both local and international Payment methods was never more critical.
## **How MYFUNDBOX is Unique?**
At MYFUNDBOX, we pride ourselves on offering a subscription billing solution that goes beyond the ordinary. Our platform is designed to provide a unique set of features and benefits that distinguish MYFUNDBOX in the crowded landscape of subscription management.
MYFUNDBOX stands out as a comprehensive and adaptable subscription billing solution that empowers businesses to thrive in the dynamic world of subscription services where innovation meets simplicity.
Thus, your all-in-one solution for seamlessly handling subscription billing in the dynamic world of B2B and SaaS businesses. Tailored to meet the unique needs of these industries, MYFUNDBOX empowers you to accept, process, and manage subscription billing with unparalleled efficiency and flexibility.
## **Getting started with MYFUNDBOX**
Getting started with MYFUNDBOX is a straightforward process that involves account creation, configuration, and familiarization with the platform.
Here's a step-by-step guide to help you get started with MYFUNDBOX:
**Step 1: Create a MYFUNDBOX Account**
- Visit the official MYFUNDBOX website.
- Look for the "Sign Up" or "Get Started" button on the homepage.
- Click on the button, and you will be directed to the account creation page.
- Fill in the required information, including your business details, email address, and password.
- Follow the prompts to complete the account creation process.
**Step 2: Verify Your Email**
- After signing up, MYFUNDBOX will send a verification email to the address you provided during registration.
- Check your email inbox and click on the verification link to confirm your email address.
- This step is essential to activate your MYFUNDBOX account.
**Step 3: Log In to Your MYFUNDBOX Account**
- Once your email is verified, go back to the MYFUNDBOX website.
- Click on the "Log In" button.
- Enter your email address and password.
- Click "Log In" to access your MYFUNDBOX dashboard.
**Step 4: Configure Your Account**
- Upon logging in, you may be prompted to set up your account. Provide necessary details such as business name, address, and time zone.
- Configure billing preferences, including currency and payment methods.
- Complete any additional setup steps suggested by MYFUNDBOX.
Now you are all set and good to go with MYFUNDBOX!!
[title] Creating API key
[path] COMMUNICATIONS/Configurations/Integrations/
Video tutorial for E-mail server settings:
::embed[]{url="https://www.youtube.com/watch?v=wEeMfcByqKA"}
1. Navigate to **Settings** on the left navigation bar, and then select **API Keys**.
2. Click **Create API Key**.
3. Give your API key a name.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/i5lymVBTy8mtKvqL_CS8n_apisendgrid.jpg" size="70" width="2500" height="1350" position="center" showCaption="false"}
4.Select **Full Access**, **Restricted Access**, or **Billing Access**.
5.If you're selecting **Restricted Access**, or **Billing Access**, select the specific permissions to give each category. For more information, see [API key permissions](https://docs.sendgrid.com/ui/account-and-settings/api-keys#api-key-permissions).
6.Click **Create & View**.
7.Copy your API key somewhere safe. For security reasons, do not put it directly in your code, or commit it somewhere public like GitHub
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/N5smfNajczL-cE9rN00lh_apikeypwd.jpg" size="84" width="2500" height="990" position="center" showCaption="false"}
[title] Invoice List
[path] SIUBSCRIPTION BILLING/Invoices/
Created invoices will be listed in the invoice. Your customers can integrate this payment box into their website to receive payments.
Go to the **Invoices **tab and here’s how your invoices will be shown below:
### Name
The First name and Last Name of your customer will be shown here.
### Company Name
The company name of your customer while creating the customer will be shown here.
### E-mail ID
The E-mail Id of your customer will be shown here.
### Invoice Information
It shows your customer's **Invoice Info**, it will generate automatically for all the invoices you created and it's unique for all customers.
### Invoice Link
You can copy and send this invoice link to your customer manually for unpaid customers.
### Price
In price column you can see the price of your invoice.
### Transaction Status
The transaction status of your customer will be shown here, if your customer paid your invoice successfully it will show as **Paid**, if your Customer did not paid your Invoice it will show as **Due.**
### Creation Date
The created date of your invoice will be shown here.
### Payment Date
The paid date of the invoice will be shown here. If your customer did not pay the invoice then this column will be empty.
[title] Create Pay Link
[path] SIUBSCRIPTION BILLING/Pay Link/
### **Video tutorial for creating and sending Pay Link**
::embed[]{url="https://www.youtube.com/watch?v=NzO_yzccbcE"}
In this section you can create Pay Link and send it to your customer
- Click the + Create Pay Link option on the top right of the screen. You will be redirected to the pay link creation page.
- You can now enter the required details and send the pay link as shown below.
### Add Customer
You can select one or more existing customers. Additionally, you can create new customer to be added in the list.
### Select your plan
You can select one or more existing plans, be it recurring or one-off plans. Additionally, you can create new plan to be added in the list.
### Plan Name
Select/Enter the plan name for the pay link.
### Currency
Choose the currency type that you want to generate for the pay link.
### Interval
Select the required interval from the dropdown containing the types of intervals such as **One-off**,** Daily**,** Weekly**,** Monthly**,** Quarterly**,** Half-Yearly **and **Annual**.
### Amount
Choose the price of the plan that you want to add to your pay link.
### Type
You will have the option to choose from two different plans, both of which will be available for your convenience.
- **Quantity **
- **Variable**
# Subscription Settings
### Collect Customer Address
If you want to collect "Billing Address". You can click the checkbox named **Collect Customer Address.**
### Allow Promotion Code
If you want to allow you customer to enter **promotion code**. You can click the checkbox named **Allow Promotion Code**.
# Advanced Option
### Include Free Trial
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/RIDK_sayTOdz8vM_jFGzS_1.png" size="50" width="498" height="566" position="center" showCaption="false"}
Set **Trial Period** for your customers if required. The trial period will end after the number of days specified by you. After the trial period ends the pay link will be send to the customer.
### Pay Later
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/EoOdUUtInbo5q4Ia9ACmk_22.png" size="50" width="497" height="581" position="center" showCaption="false"}
You can send the pay link on exact future date by entering it in the `Pay Later` checkbox. Pay Link will be generated on exact date you provide.
# Success Page
Once your process is done, Press the` Send Pay Link` button and then you will get a pop-up as shown below:
[title] Handle webhook events
[path] PAYMENT SCENARIOS/After the Payment/
## Triggering actions with webhooks
### How to use webhooks to respond to offline payment events.
A webhook is an HTTP endpoint that receives events from Stripe.
Webhooks allow you to be notified about payment events that happen outside of your payment flow such as:
- Successful payments (payment\_intent.succeeded)
- Disputed payments (charge.dispute.created)
- Available balance in your Stripe account (balance.available)
You can use the Dashboard for one-off actions like refunding a payment or updating a customer’s information, while webhooks help you scale your payments integration and process large volumes of business-critical events.
**Build your own webhook**
You can build a webhook handler on your own server to manage all your offline payment flows. Start by exposing an endpoint that can receive requests from Stripe and use the CLI to locally test your integration. Each request from Stripe contains an [Event](https://docs.stripe.com/api/events/object) object with a reference to the object on Stripe that was modified.
[title] Manage Subscription
[path] SUBSCRIPTIONS/
You can manage subscriptions by creating plans. Once plans are created, pay link can be sent to the customer to subscribe to their respective plan. Also, invoices can be generated for the customers who have subscribed to or paid for their plans. You can also have an auto-recurring process by setting in a monthly billing cycle while creating plans.
Video tutorial for the redirected URL after successful payment:
::embed[]{url="https://www.youtube.com/watch?v=h7-xXKV24XQ"}
### Enable payment gateways
To integrate payment gateways into your business, enable them to receive payments from the subscribers.
### Create plans
To create a plan, visit this page - **link**
### Create a new pay link or send an existing plan as the pay link
After the process and the transaction the subscribed user will be listed in the subscription module list as shown in the subscription list - **link**
[title] CUSTOMERS
[path] /
[title] My Profile
[path] CUSTOMERS/Profile/
### **Here are the video tutorials for the above customization**
Video tutorial for** My Profile** changes:
::embed[]{url="https://www.youtube.com/watch?v=JD5c57yn-Bs"}
Video tutorial for entering the** VAT ID & TAX ID**:
::embed[]{url="https://www.youtube.com/watch?v=DFbkcH6-fHs"}
Video tutorial for **changing password:**
::embed[]{url="https://www.youtube.com/watch?v=ErPBRISBHgw"}
### Manage your company's information
- By clicking on the company's logo at the top right corner of the page, you can edit your Profile from the drop down as shown below.
- `My Profile` section allows you to keep track of all your company's info. You can manage an account & all its information in a single place. Also, you can manage passwords at any time in this section.
Here is an example:
- Enter all your required information like **Company Name**, **Company E-mail**, **Username**, **Currency**, **Phone**, **Website URL**, **Address**, **City **and **Country.**
- By clicking on the top left corner you can upload your **company's logo**.
- The **VAT ID** and **Tax ID **entered here will be shown on your invoice. If you didn't enter the VAT ID and Tax ID in my profile page, it won't be displayed on your invoice.
Here is an example:
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/AZcv-rVTSSvSbR2DGHBS5_imgonline-com-ua-twotoone-6fcrmctgfyb3ivm.jpg" size="70" width="633" height="600" position="center" showCaption="false"}
### Manage your password
- In the above screen, You can update your password in the respective section.
- Enter your new password and repeat that password again.
- Once your changes are done. Click on **Save **button.
:::hint{type="info"}
**NOTE : Your password should be minimum 8 characters.**
:::
[title] wefewfe
[path] /
we
[title] Preview
[path] SIUBSCRIPTION BILLING/Pay Link/
Once the details are given, They will be shown on the preview page. You can switch and verify your profile using both mobile/desktop Versions by clicking on the tab placed on the top right corner.
This is how your payment page would look like as shown below:
[title] Editing Or Updating Your Plan
[path] SIUBSCRIPTION BILLING/Plans/
### To edit or update the plan
This guide will walk you through the steps to edit or update your subscription plan with ease. Whether you want to upgrade, downgrade, or change specific details, this documentation provides clear instructions to make the process seamless
# Accessing the Plans Page
Log in to your account.
Navigate to the Dashboard.
Click on the Plans tab located in the main menu.
## Editing or Updating Your Plan
On the Plans page, locate your current subscription details.
Press the Edit icon (🖉) located at the top right corner of the plan card.
A modal window will appear, allowing you to:
Change your plan type (e.g., from Basic to Premium).
Adjust billing cycles (Monthly or Annually).
Add or remove features based on your needs.
###
### Reviewing Changes
After making your changes, click Next to review the updated subscription details.
Ensure the modifications reflect your intended updates, including:
Price adjustments.
New feature availability.
Updated billing dates.
### To update your plan code
Click the **edit icon** and then select the **Code Name** of the plan that you want to change.
In this pop-up, you can update your code name to 10 characters and then click the** 🗸** icon to update your code name.
### Confirming Your Changes
Click Confirm Changes to finalize your updates.
A confirmation message will be displayed, and you will receive an email with the updated plan details.
### To edit your region or tax rate
Click on the **edit icon** and then select the [Region/Tax](https://docs.myfundbox.com/tax) column of the particular plan you want to change.
You can see a pop-up as shown below. In this pop-up, you can update your tax either it can be **Inclusive/Exclusive, Region or Tax Rate**.
### To edit or update your plan price
Click on the **edit icon** and then select the **Price **column of the particular plan that you want to change.
You can see a pop-up as shown below. In this pop up you can edit your plan price and press the** 🗸** icon to update your plan price.
### To edit the stepwise price plan
Click on the **edit icon** and then select the **stepwise price **column of the plan that you want to change
You can see a pop-up as shown below. In this pop up you can change the **quantity **and **price **of the plan, you can also **delete** a step in the** Stepwise Price **using **the delete icon** on the right and click `UPDATE` to update your stepwise plan.
### To enable/disable your plan status
Click on the **edit icon** and then select the **status **column of the plan that you want to change.
You can see a pop-up as shown below. In this pop-up, you can **enable/disable** the plan status and then press the** 🗸** icon to update your plan status.
[title] Advance Funding
[path] PAYMENT SCENARIOS/After the Payment/Payouts/Instant Payouts/
## Instant Payouts with advance fundingBeta
### Let Instant Payouts access pending balances with trackable balance activities.
Instant payout users benefit from quick access to their pending balances. To use these funds safely, explicit actions like advance funding are necessary for accurate bookkeeping when fund availability changes.
**How Instant Payouts with advance funding works**
Stripe enables Instant Payouts users to access pending balances through the advance and advance\_funding type balance transactions. When you create an instant payout that exceeds your available balance, funds are added to your available balance and subtracted from your pending balance to cover the difference.
**Granular advance funding**
To align advance funding with the original availability of payments, Stripe creates multiple advance\_funding type balance transactions when it pulls funds from multiple days’ worth of payments balances.
For example, if you have the following:
- 0 USD in your available balance today
- 25 USD available on tomorrow (T+1)
- 15 USD available on the day after (T+2)
When you request a 40 USD instant payout, you’ll see two separate advance\_funding type balance transactions:
- One that deducts 25 USD from your T+1 balance
- One that deducts 15 USD from your T+2 balance
- And one advance type balance transaction that credits 40 USD to your available balance
**Reversal of failed or canceled Instant Payouts**
When an instant payout fails or gets canceled, the corresponding advance and advance\_funding type balance transactions are reversed by offsetting balance transactions. In the example above, if the 40 USD instant payout fails, we:
- Credits 25 USD to your T+1 balance
- Credits 15 USD to your T+2 balance
- Deducts 40 USD from your available balance
**Negative available balance recovery**
When your available balance is negative, advance funding does not restore it. Instead, it only provides funding for the requested instant payout amount, leaving your negative available balance unchanged. We’ll choose the right bucket of pending balances to allow your negative available balance to phase out gradually. This funding is drawn from future days where the cumulative balance is positive. For example:
- -25 USD in your available balance today (available balance)
- 20 USD available tomorrow (T+1)
- 30 USD available the day after (T+2)
In this scenario, the cumulative balance on T+1 is -5 USD, while T+2 shows a cumulative balance of 25 USD. If you request a 10 USD instant payout, we:
- Deduct 10 USD from your T+2 balance
- Credit 10 USD to your available balances for the Instant Payouts
This method retains more recent pending balances, aiding recovery from a negative balance. The cumulative balance recovers on T+2.
**Filter balance transactions by source**
Use the source field to find the advance and advance\_funding type balance transactions for the Instant Payout. You can access the source field in the Dashboard when you filter transactions or through the Balance Transactions API.
1. Go to the **Balances > All activity** page.
2. Click the **Export** button and select a time range.
3. Open the downloaded balance history CSV file.
4. Locate the **source** column in the export file.
5. The related advance and advance\_funding balance transactions will have a source field that matches the instant payout token.
[title] Invoices
[path] SIUBSCRIPTION BILLING/
:::hint{type="danger"}
**NOTE : Invoice can be created for single customer only**
:::
[title] Untitled
[path] /
[title] Card declines
[path] PAYMENT SCENARIOS/After the Payment/Declines/
### Learn about card declines and how to lower your decline rate.
Card payments can fail for a variety of reasons. Some of the most common are:
- **Insufficient customer funds:** If a customer has insufficient customer funds or credit, the card issuer declines the transaction. To help minimize declines due to insufficient funds, consider adding a Buy Now, Pay Later (BNPL) option.
- **Incorrect card data:** If a customer enters an incorrect card number, CVV, or expiration date, the card issuer might decline the transaction. In these cases, request your customer to re-enter their card information.
- **Fraudulent activity:** If a card issuer suspects fraudulent activity, which can be triggered by large purchases or a large volume of transactions over a short period of time, they might decline payments. Your customer must resolve this issue by communicating with their issuing bank and confirming their identity.
**Card declines**
When your customer’s card issuer receives a charge, their automated systems and models decide whether to authorize it. These tools analyze signals such as spending habits, account balance, and card data including expiration date, address information, and CVC.
If the card issuer declines a payment, Stripe shares some of the decline information we receive. This information is available in the Dashboard and through the API. Sometimes, issuers provide specific explanations, such as an incorrect card number or low funds. We show these as decline codes.
Card issuer’s categorize most declines as generic (generic\_decline), making the exact decline reason unclear. If the card information is correct, request your customer to contact their card issuer to understand why a transaction was declined. For privacy and security reasons, card issuers discuss the specifics of a decline only with their cardholders.
**Reduce card declines**
You can typically resolve card issuer declines resulting from inaccurate card details (such as an incorrect card number or expiration date) by asking your customers to correct the error or use a different card or payment method. For example, Checkout provides feedback to the customer when a card declines and allows them to try again.
To avoid declines that stem from suspected fraudulent activity, request your customers to provide their CVC and postal code during checkout. The impact of other data that you gather, such as the full billing address, might vary by card brand and country. If you continue to see elevated decline rates, Stripe recommends collecting extra customer information. You can also implement 3D Secure to authenticate payment, which can lower decline rates in countries that support it.
For a clear insight into why the card issuer declined the card during generic or do\_not\_honor declines, examine the associated data. For example, if CVC or Address Verification Service (AVS) checks fail when your customer adds a card, request your customer to verify both of these details before initiating another charge.
If you notice that a customer is using a card issued in one country while operating from an IP address in another, it might be a legitimate decline due to possible unauthorized card use. However, exceptions can occur, particularly when customers are traveling internationally and use their cards from various locations.
**Card type restrictions**
Some customers find that their card has restrictions on the types of purchasable items.FSA or HSA cards are often limited to certain types of businesses (for example, healthcare providers), so card issuer’s decline any other type of purchase. Additionally, some card issuers might not allow purchases from certain countries or outside of their own. In either case, your customer must contact their card issuer to inquire about potential restrictions.
**Geographic location impacts**
If your customers use cards issued in a different country than where you registered your Stripe account, they might see an increased rate of declines. To resolve this, your customer must contact their issuing bank to authorize the charge. If you have a global customer base with concentrations in various locations, you might want to set up Stripe accounts in larger markets, or in regions that encounter higher decline rates. This allows you to process charges locally.
**Declined card retries**
When a payment gets declined, Stripe offers a reason for the decline and briefly suggests a resolution path.
If you’re a Stripe Billing user, you can create a custom retry schedule for subscriptions. If you upgrade to Billing Scale, use Smart Retries to choose the best times to retry failed payment attempts. We recommend a maximum of four retries for charges that permit retries. Card issuers might see creating additional retries as potential fraud, which can result in increased declines for legitimate charges.
**Manage declines programmatically**
There are several ways to programmatically handle declines:
- Retrieve the last\_payment\_error.decline\_code property from the PaymentIntent object to see why the card issuer declined the payment attempt.
- Iterate over the PaymentIntent’s attempted charges and inspect the failure message.
- Use webhooks to monitor PaymentIntent status updates. For example, the payment\_intent.payment\_failed event triggers when a payment attempt is unsuccessful.
You might also need to manage additional payment failure situations such as when your customer is present (on-session) or absent (off-session) during your checkout process. As you develop your integration, Stripe advises treating all possible API exceptions, including unexpected errors.
**On-session declines**
If your customer is present in your website or application’s checkout flow, prompt them to try their payment method again or ask for a new payment method.
**Off-session declines**
If your customer isn’t available to make a payment or update a payment method, notify them (for example, send them an email or in-app notification) to visit your website or application. If your business is affected by regulations like Strong Customer Authentication, payment attempts might also require authentication and fail with an authentication\_required decline code. For more information on handling these scenarios, see off-session payments with saved cards.
[title] Payout
[path] PAYMENT SCENARIOS/After the Payment/
## Receive payouts
### Set up your bank account to receive payouts.
You receive funds when Stripe (or your platform) makes payouts to your bank account. Payout availability varies depending on your industry and country of operation. When you start processing live payments, Stripe typically schedules your initial payout for 7-14 days after you successfully receive your first payment. Your first payout might take longer, depending on your industry risk level and country of operation. Subsequent payouts follow your account’s payout schedule.
You can see a comprehensive list of your payouts and the expected dates of deposit into your bank account in the Dashboard. If you’re a Connect platform, see Connect payouts.
**Add or update your bank account**
You can update your account details or add a new bank account using the Payout settings in the Dashboard. Based on your bank’s location, Stripe might require different kinds of account details to activate your bank account. You must match the currency of the bank account to the currency in your Payout settings. Click **Edit** next to the applicable bank account to modify the banking information.
**Supported bank account types**
You have the flexibility to link various types of bank accounts for your Stripe payouts. Supported options include traditional accounts offered by established financial institutions, including checking and savings accounts. Additionally, Stripe lets you use virtual bank accounts such as N26, Revolut, Wise, and others. If you’re eligible, you can also use a debit card for instant payouts.
**Supported accounts and settlement currencies**
In most cases, bank accounts must be located in the country where the settlement currency is the official currency. For example, SEK bank accounts must be based in Sweden. Stripe also allows you to settle and pay out to banks in select additional currencies, or pay out to non-domestic bank accounts in the local currency, for a fee. Learn more about presenting and settling in multiple currencies.
At times, Stripe supports non-primary currencies that don’t incur a fee. See the following table for the list of supported free currencies per country:
**Multiple bank accounts for different settlement currencies**
In some countries, Stripe users can add extra bank accounts to enable settlements and payouts in additional currencies. You can add one bank account per supported settlement currency. If you use multiple bank accounts, you must select a default settlement currency, which you can change at any time.
Charges that are presented in any enabled settlement currency settle without currency conversion. However, payments presented in a currency that you haven’t configured an additional bank account for automatically convert to your default currency.
For example, consider a Stripe user in the United Kingdom who has added both GBP and USD bank accounts, with GBP selected as the default settlement currency. USD payments (where USD is the presentment currency) are automatically paid out to the USD bank account without conversion, whereas payments in all other currencies are converted into GBP.
You can manage your bank accounts and default settlement currency by visiting Bank accounts and scheduling in the Dashboard.
**Payout schedule**
Your payout schedule refers to how often Stripe sends money to your bank account.
In supported countries, your default payout schedule is daily automatic. You can change this in the Dashboard to weekly automatic, monthly automatic, or manual payouts. When selecting a weekly or monthly schedule, you can specify the day of the week or month that you want payouts to arrive in your bank account.
- For monthly payout schedules, if the payout arrival day you’ve selected is beyond the final day of a particular month, the payout automatically adjusts to the last day of that month.
- For both weekly and monthly payout schedules, if the chosen payout arrival day is a non-business day, the payout arrival day happens on the following business day instead.
When you select a payout schedule, it doesn’t change how long it takes your pending balance to become available. However, it allows you to control when your payouts occur. For example, if your account operates on a daily payout schedule with a 3 business day payout speed, Stripe pays out funds daily from transactions captured 3 business days earlier.
Certain countries have restrictions on payout schedules:
- In Brazil and India, payouts are always automatic and daily.
- In Japan, daily payouts aren’t available. Default payout schedule is set to weekly (Friday).
If you’re using Cross-border payouts, these payout schedule restrictions don’t apply.
**Manual payouts**
If you turn off automatic payouts in the Dashboard, you must manually send funds to your bank account. You can do this either in the Dashboard or by creating payouts using the API. Manual payouts are available in all regions except Brazil and India, where payouts are always automatic and daily. In most regions, manual payouts typically take 1-4 business days to arrive in your bank account after initiating the manual payout.
If your Stripe account that operates in the United Kingdom has a standard T+3 payout speed and you initiate a manual payout during business hours, the funds typically arrive in your bank account on the same business day. This same-day payout is limited to 10 same-day manual payouts per day, with a maximum transaction amount of £1 million each. All other manual payouts typically arrive within 2 business days in your bank account.
**Payout speed**
While payout schedule refers to the cadence your funds are paid out on (for example, day of the week), payout speed refers to the amount of time it takes for your funds to become available. The payout speed varies per country and is typically expressed as T+X days. Some payment processors might start “T” from their internal settlement time, meaning when the funds land in their bank accounts.
In Stripe, “T” refers to the transaction time, which indicates the time of the original payment confirmation or capture, and the counting starts earlier. If your Stripe account is in a country with a T+3 standard payout speed and you use a manual payout schedule, your Stripe balance is available for payout within three business days of capturing a payment. However, if you use a daily automatic payout schedule with a T+3 speed, Stripe pays out funds daily from transactions captured 3 business days earlier.
Most banks deposit payouts into your bank account as soon as they receive them, though some might take a few extra days to make them available. The type of business and the country you’re in can also affect payout timing.
**Accelerated payout speeds**
Stripe offers accelerated payout speeds for users and connected accounts where Stripe manages credit and fraud risk in Europe, the UK, Mexico, and Canada. With accelerated payout speeds, funds are available within 3 business days.
Users become eligible for accelerated payout speeds after meeting certain criteria based on risk and history with Stripe. When you’re eligible, you can choose to opt in or out of accelerated payout speeds in the Dashboard by updating your Payout settings. You remain at the starting 7 calendar day payout speed until you meet the eligibility criteria. You can configure accounts where you manage fraud and dispute liability separately. Some high risk industries might not be eligible.
**Delay behavior per account country**
As the platform, you can set delay\_days on your connected accounts. The delay applies as a **business day** or **calendar day** delay based on the country of the connected account. The following table shows which countries apply the delay by business or calendar day.
**Negative payouts**
Each payout reflects your available account balance at the time it was created. In some cases, you might have a negative account balance. For example, if you receive 100 USD in payments but refund 200 USD of prior payments, your account balance would be -100 USD. If you don’t receive further payments to balance out the negative amount, Stripe creates a payout that *debits* your bank account.
Your bank account must support both credit and debit transactions so that Stripe can perform any required payouts.
**Payout failures**
If your bank account can’t receive a payout for any reason, your bank sends the funds back to us. This returns an error with the [reason for the failure](https://docs.stripe.com/api/payouts/failures). It can take up to 5 additional business days for your bank to return the payout and inform us that it failed. If this happens, you’re notified by email and in the [Dashboard](https://dashboard.stripe.com/test/payouts). To make sure that your bank account details are correct, you need to re-enter them if a payout fails. After you re-enter your bank account details, Stripe attempts to perform the payout again at the next scheduled payout interval.
Make sure that the bank account information you provide is correct because Stripe sends the funds using the account information you enter. Therefore, if you provide incorrect information (for example, a mistyped account number or an incorrect routing number), Stripe might send payouts to the wrong bank account and might not be able to recover the funds.
Any fees or losses that you incur due to incorrect information fall under your responsibility. If your banking details are correct and the payout failure is for other reasons, contact your bank. After you resolve any issues with your bank, you can reactivate the payouts by clicking **Resume Payouts**. If you don’t receive a payout from Stripe after clicking **Resume Payouts**, and haven’t received a failure notification within a reasonable time frame, please contact us.
**Instant Payouts**
With Instant Payouts, you can instantly send funds to a supported debit card or bank account. You can request Instant Payouts any time, including weekends and holidays, and funds usually appear in the associated bank account within 30 minutes. New Stripe users aren’t immediately eligible for Instant Payouts. You can check your eligibility in the Dashboard.
**Payout fees**
Stripe doesn’t charge you a fee to initiate normal payouts. However, most non-primary currency payouts, where you pay out money in a currency other than your Stripe account’s local currency, do incur Stripe fees.
[title] Disputes
[path] SUBSCRIPTIONS/
In disputes, We track disputed payments, We can trigger those payments by clicking the "**Book**" button.
Once you click the button, a transaction process will be initiated automatically for the particular transaction.
You can edit the amount which you need to initiate by clicking the toggle in the top right corner. It will enable the amount field to edit.
### Date Filter:
We have a date filter provided in the table. You can customize your date by filtering the transactions by Week , Month & year, etc.
Go to **Menu** → **Disputes, **You can find the page as shown below:
[title] GoCardless
[path] PAYMENT GATEWAYS/
Video tutorial for instant bank pay (GoCardless):
::embed[]{url="https://www.youtube.com/watch?v=xxGkLJaVZZ0"}
[GoCardless ](https://gocardless.com/)is a global direct debit platform that allows you to collect recurring payments from your customers bank accounts and settle them back in your home country, with FX dealt automatically. With GoCardless you can accept Electronic fund transfers such as direct debit payments, ACH, and E-checks from your customers in
- USA via [ACH ](https://en.wikipedia.org/wiki/Automated_clearing_house)
- UK via [BACS ](https://www.bacs.co.uk/About/Pages/CorporateOverview.aspx)
- Eurozone via [SEPA(The Single Euro Payments Area)](https://www.europeanpaymentscouncil.eu/about-sepa/sepa-goals-and-benefits)
- Australia via [BECS(Bulk Electronic Clearing System)](https://gocardless.com/guides/becs-direct-debit/introduction/)
- New Zealand via [BECS(Bulk Electronic Clearing System)](https://gocardless.com/guides/becs-nz/introduction/)
- Sweden via [Autogiro ](https://gocardless.com/guides/bg-autogiro/introduction/)
- Canada via [Pre-authorized debits (PADs)](https://www.payments.ca/paying-pre-authorized-debit)
ACH, BACS, SEPA, BECS Australia, BECS New Zealand, PAD, and Autogiro are networks of financial institutions that process payments directly from one bank account to another in a particular country or group of countries.
Creating a merchant account with GoCardless automatically registers you on the BACS network. However, you will have to reach out to GoCardless support to register for other schemes and to accept payments from customers using GoCardless.
**MYFUNDBOX SetUp**
To begin using GoCardless in your MYFUNDBOX site,
MYFUNDBOX makes use of [GoCardless's OAuth feature ](https://developer.gocardless.com/api-reference/#appendix-oauth)to safely connect to your GoCardless account.
This means that you will be redirected to GoCardless's login page where all you will need to do is enter your login details to configure your account with MYFUNDBOX. If you do not have a GoCardless account, you can create a new one.
**Step 1: Navigate to the GoCardless page**
Navigate to the sidebar menu section, Settings → Payment Gateway Section.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/o4q8ounSkAF-z_oTSz50T_https-subscription-myfundbox-com-home-jsf-cid-1851.png" size="90" width="1600" height="661" caption="List Of Paymnet Gateway that you can connect" position="center" showCaption="true"}
From the list of payments gateways, select GoCardless.
**Step 2: Connect to a GoCardless account**
**Create a new account**
If you choose to create a new account you will be redirected to the GoCardless website where you can sign-up for a GoCardless account.
From here, you’ll be securely redirected to the GoCardless where there are two options:
If you already have a GoCardless account, select **Sign in** at the bottom of the page to continue.
If you do not have a GoCardless account, complete the form to create an account.
If you are creating a new account, don't forget to complete your setup later. Navigate to settings → company Info from your GoCardless dashboard.
**Connect to an existing account**
If you choose to connect an existing account, you will be redirected to the GoCardless login page. When you authenticate your account with your unique username and password, it will connect to MYFUNDBOX automatically.
**Understanding Payments via GoCardless**
When a customer initiates a direct debit payment, an instruction is sent to their bank to allow an authorized third party (your business, in this example) to collect a certain amount of money from their account.
This section will go over what the process looks like, from your perspective - everything from how your customer can authorize the collection of funds from the bank account to how the GoCardless-MYFUNDBOX integration can make things more convenient.
**Mandates**
If you are using GoCardless, then your customer authorizes your withdrawal of funds from their account using a [Direct Debit Mandate](https://gocardless.com/direct-debit/mandates/).
GoCardless generates a mandate for a particular customer during the checkout process. The funds will be withdrawn from the account after the mandate is verified; the entire process takes a minimum of three and a maximum of five days.
**Specific Workflows**
Now that your MYFUNDBOX site is connected to GoCardless, it’s time to start accepting subscriptions that contain Direct Debit information as a payment method.
- Create a Pay link to a plan in MYFUNDBOX
- Provide contact information,
- send pay link to collect money on time
**Card Payments vs Direct Debit Payments: **
**The waiting period**
Unlike card payments, payments via direct debit have a waiting period. This waiting period is typically from three to four business days (five, if the mandate needs to be verified - in the case of+ first payment or one-time payment). Settlement usually doesn't take more than five working days.
**Refunds**
GoCardless processes refunds via bank transfer since the direct debit networks DO NOT support refunds. Refunds can sometimes fail or be charged back as a result. To avoid this, GoCardless recommends initiating the refund two days after the settlement in order to avoid refunding a failed payment.
[title] Refund and cancel payments
[path] PAYMENT SCENARIOS/After the Payment/
### Learn how to cancel or refund a payment.
You can cancel a payment before it’s completed at no cost. Or you can refund all or part of a payment after it succeeds, which might incur a fee. Check out our pricing page for more information.
Refunds use your available Stripe balance (not including pending amounts). If your available balance doesn’t cover the amount of the refund, Stripe holds the refund as pending until your Stripe balance becomes sufficient. You can resolve a negative Stripe balance by collecting payments or topping up your account balance. In regions where applicable, Stripe might debit your bank accounts automatically to recover a negative Stripe balance.
**Refund requests**
We submit refund requests to your customer’s bank or card issuer. Successful refunds appear on the bank statement of your customers in real time, depending on the card network and issuing bank. Disputes and chargebacks aren’t possible on credit card charges that are fully refunded.
If all of the following conditions apply, we send an email to your customer notifying them of the refund:
- The original charge was created on a customer in your Stripe account.
- The customer has a stored email address.
- You enabled **Email customers for refunds** in the Dashboard.
You can view your refunded payments in the Dashboard.
**Issue refunds**
You can issue refunds by using the Refunds API or the Dashboard. You can issue more than one refund against a charge, but you can’t refund a total greater than the original charge amount.
To refund a payment using the Dashboard:
1. Find the payment you want to refund in the Payments page.
2. Click the overflow menu () to the right of the payment, then select **Refund payment**.
3. By default, you’ll issue a full refund. For a partial refund, enter a different refund amount.
4. Select a reason for the refund. If you select **Other**, you must add a note that explains the reason for the refund. Click **Refund**.
Alternatively, you can click on a specific payment and issue a refund from its details page. You can also send refund receipts automatically or manually send a receipt for each refund.
**Refund destinations**
Refunds can only be sent back to the original payment method used in a charge. You can’t send a refund to a different destination, such as another card or bank account.
Refunds to expired or canceled cards are handled by the customer’s card issuer and, in most cases, credited to the customer’s replacement card. If no replacement exists, the card issuer usually delivers the refund to the customer using an alternate method (for example, check or bank account deposit). In rare cases, a refund back to a card might fail.
For other payment methods, like ACH and iDEAL, refund handling varies from bank to bank. If a customer has closed their method of payment, the bank might return the refund to us—at which point it’s marked as failed.
**Handle failed refunds**
A refund can fail if the customer’s bank or card issuer can’t process it. For example, a closed bank account or a problem with the card can cause a refund to fail. When this happens, the bank returns the refunded amount to us and we add it back to your Stripe account balance. This process can take up to 30 days from the post date.
When using the API, a Refund object’s status transitions to failed and includes these attributes:
- failure\_balance\_transaction: The ID of the balance transaction representing the amount returned to your Stripe balance.
- failure\_reason: The reason why the refund failed. These reasons include:
In the rare instance that a refund fails, we notify you using the refund.failed event (see all refund-related events). If this occurs, you need to arrange an alternative way to provide your customer with a refund.
If your platform uses Connect with destination charges, funds from a failed refund deposit to your platform account’s Stripe balance.
**Cancel a refund**
Depending on the type of refund, you might be able to cancel a refund before it reaches the customer. Some card refunds support cancellation for a short period of time. The refund must not have been processed as a charge reversal. Only Dashboard cancellations are currently supported for card refunds.
For some payment methods, Stripe reaches out to the customer to collect banking information before processing the refund. You can cancel these refunds while banking information hasn’t been collected. Both the API and Dashboard cancellations are supported for this type of refund.
Canceled refunds transit to a canceled status. As cancellations are a type of refund failure, the attributes failure\_reason and failure\_balance\_transaction are included on the Refund.
If your platform uses Connect with destination charges, funds from a cancelled refund deposit to your platform account’s Stripe balance.
To cancel a refund using the Dashboard:
1. Find the payment associated with the refund in the Payments page.
2. Click the overflow menu () to the right of the payment, then select **Cancel refund**.
3. If there are multiple partial refunds, select the correct refund in the dropdown.
4. Confirm the refund cancellation by selecting **Yes, cancel refund**.
Alternatively, you can click a specific payment and cancel the refund from its details page.
**Refund and reversal**
Some refunds—those issued shortly after the original charge—appear in the form of a reversal instead of a refund. In the case of a reversal, the original charge drops off the customer’s statement, and a separate credit isn’t issued.
IC+ users might see a difference in cost between reversals and refunds because reversals usually incur lower network fees.
To verify if a refund goes through as a reversal on the Dashboard:
1. Open the payment details page of the payment associated with the refund.
2. In the Timeline, click **View Details** on the refund entry.
3. If it’s a reversal, a corresponding message displays.
**Trace a refund**
After you initiate a refund, Stripe submits refund requests to your customer’s bank or card issuer. Your customer sees the refund as a credit approximately 5-10 business days later, depending upon the bank. A customer might contact you if they don’t see the refund. A refund might not be visible to the customer for several reasons:
- Refunds issued shortly after the original charge appear in the form of a reversal instead of a refund. In the case of a reversal, the original charge drops off the customer’s statement, and a separate credit isn’t issued.
- Refunds can fail if the customer’s bank or card issuer has been unable to process it correctly. The bank returns the refunded amount to us and we add it back to your Stripe account balance. This process can take up to 30 days from requesting the refund.
If a customer is asking about a refund, it can be helpful to give them the primary reference number corresponding to the refund. For card refunds, it can be an **Acquirer Reference Number (ARN)**, **System Trace Audit Number (STAN)**, or **Retrieval Reference Number (RRN)**. An ARN, STAN, or RRN is a reference number assigned to a card transaction as it moves through the payment flow. For local payment method refunds, it can be a reference number generated by Stripe or our financial partners which is propagated to the beneficiary banks or institutions. Your customer can then take this reference to their bank, which can provide more information about when the refund is available. Having a reference number can also increase your customer’s confidence that the refund has been initiated.
Refund references are available under the following conditions:
- They’re supported for some financial partners, and marked as unavailable otherwise.
- It takes up to 7 business days after initiating the refund to receive the ARN from downstream banking partners.
- An ARN isn’t available in the case of a reversal, since the original charge isn’t processed. For card networks that don’t support ARNs, we attempt to provide other references such as System Trace Audit Number (STAN) or Retrieval Reference Number (RRN).
To find the reference of a refund using the Dashboard:
1. Open the payment details page of the payment associated with the refund.
2. In the Timeline, click **View Details** on the refund entry.
3. Where available, Stripe shows the ARN or STAN on the clipboard.
**Cancel a payment**
You can cancel a payment using the Dashboard only when its status is uncaptured. To cancel a payment with other statuses, you must use the API.
To cancel uncaptured payments using the Dashboard:
1. Find the payment you want to cancel in the Payments page.
2. Click the overflow menu () to the right of the payment, then select **Cancel payment**.
3. Select a reason for canceling, and click **Yes**. If you select **Other**, you must add a note that explains the reason for canceling the payment.
**Refund events**
Stripe triggers events every time a refund is created or changed. Some other actions, like reviews closing, also trigger events that are relevant to refunds.
Make sure that your integration is set up to handle events. You must also build internal logic for notifying customers or your team about the state of the refund process. At a minimum, Stripe recommends that you listen for the refund.created event.
The following table describes the most common events related to refunds.
**Cost optimization**
If your business processes a large volume of refunds close to the time of transaction, we recommend using manual authorization and capture to reduce your refund costs. Manual authorization and capture lets you better control costs by canceling payments before they are captured, or by reducing your captured amount rather than processing a refund.
[title] Payments
[path] SUBSCRIPTIONS/
In Payments, We can keep track of all the types of transactions **One-Off and Recurring **(**Success, Cancel, Failure, and Refund**). It accepts all types of **Payments, including Cash payments**.
Video tutorial for Payments:
::embed[]{url="https://www.youtube.com/watch?v=Z9zwR4FmhvQ"}
You can add a payment gateway in the **Settings **→ **payment gateway **to add more payment methods.
Go to** Payments **tab, You will find this page as shown below:
When the transaction status is **successful** the payment Status is **OK**, when the transaction status is **failure** then the payment status is **failed**, when the transaction status is **Refund** then the payment status is **Refund** and when the transaction status is **In progress, Pending, Refund Resolved, Other, Disputed, Dispute Resolved, Dispute Cancel** then the payment status will not be shown in the payment list.
### Payments Status:
By clicking "**more info**" button on the right side, A pop up appears where the** Plan, Payment method, No.of billing cycles, Amount, Transaction date, Status** shown here.
You can change the payment status of the customers as **OK**, **Pending**,** Failed**,** Refund**,** Cancelled**, **In Progress **manually for the respective transactions made by the customers.
### Date Filter:
You can customize your dates by filtering from the date filter by clicking on the filter icon to display the transactions of **a** **Week, a Month & a Year, **etc.
### Payments filter:
This filter is used to filter the active free trial plans of your customers. Through this filter, you’ll be able to locate and view the expiration date of your customer’s free trial plan as well as the date they’re due to make their payment.
### Import Options:
You can download the details in the list form by clicking on the **CSV/Excel/PDF** icons as it can be used for offline verifications as shown below:
[title] E-mail server settings
[path] COMMUNICATIONS/Configurations/
### Choose your SMTP mail server like (i.e. Amazon (SES) ),Send
Grid o
r MailChimp as the service provider for your SMTP mail server.
Video tutorial for setting SMTP server:
::embed[]{url="https://www.youtube.com/watch?v=EwuLKQr6YJ8"}
Go to **Menu** → **Configurations **→ **E-mail Server Settings**
You can check the image as shown below:
### Specify the SMTP host details
- **From E-mail** - Specify the "From E-mail". This will be used as "From E-mail".
- **CC E-mail** - Specify the CC E-mail (optional).
- **BCC E-mail** - Specify the BCC E-mail (optional).
- **SMTP Host ** - Specify the hostname or IP address of your SMTP mail server. Eg. smtp.yourcompany.com.
- **SMTP Port** - The SMTP port number, only allows 587 for SMTP or 465 for SMTPS.
- **Username** - SMTP host requires authentication, specify the username of these authentication credentials here.
- **Password** - Specify the password associated with the username you specified above.
- **Save - **After entering the Send Grid details click **SAVE **to save your SMTP details.
for more detail kindly check the below image for your refrence.
### **How to get sendgrid details **
:::hint{type="success"}
### *For send grid : *
***Host Name:*** " **smtp.sendgrid.net** " is you host name
**P*****ort Number:*** ***587 ****is your default port*
**U*****ser name:**** api key is your user name*
**P*****assword:**** Api keys which is generated will be applied in "Password"*
:::
:::hint{type="info"}
**Note : Test mail will be sent once your SMTP settings are verified. If not, error message will be displayed**.
:::
[title] How to upgrade plan
[path] CUSTOMERS/Customers/
- To upgrade your plan, go to`Customers`tab from the menu:
- On clicking the Customer ID, the page is redirected to the Customer portal page shown below:
- Click on the existing plan and then click on the** Manage subscription** to upgrade the plan from the existing plan as shown below:
- Here you can see the subscribed plan and the other existing plans, you can upgrade to any plan from among these plans.
[title] Admin
[path] /
[title] Untitled
[path] Untitled/
[title] Untitled
[path] Untitled/
[title] Untitled
[path] Untitled/
[title] Invoice Download
[path] Untitled/Invoices/
# How to Download Subscription Invoices
Follow the steps below to view and download invoices from your subscription portal.
## Step 1: Open the Subscription Page
Log in to your account. Click on your profile menu in the top-right corner and select 'Subscription' (Abonnement).
![]()
## Step 2: Access the Invoices Section
On the Billing page, click the 'Invoices' menu from the left navigation panel.
![]()
## Step 3: Download an Invoice
Locate the required invoice in the list. Use the download icon in the Download column to save the invoice PDF. You can also use the email icon to receive the invoice by email, where available.
![]()
[title] Delete pay link
[path] SIUBSCRIPTION BILLING/Pay Link/
### To delete your pay link :
Press the** Delete icon** on the right side of the pay link to delete the specific pay link.
:::hint{type="info"}
**NOTE : Once the transaction is completed successfully you cannot delete the pay link.**
:::
[title] Plans
[path] SIUBSCRIPTION BILLING/
# Video Tutorial
Video tutorial for Creating a plan:
::embed[]{url="https://www.youtube.com/watch?v=lzL5gZ83eN4"}
Video tutorial for Adding the Tax for a plan:
::embed[]{url="https://www.youtube.com/watch?v=3mfZ2JdzxSI"}
Video tutorial for adding Product:
::embed[]{url="https://www.youtube.com/watch?v=SrOhxk2CqP4"}
Plans are the detailed proposal for doing or achieving something on your site. For example, if you have 'Basic', 'Pro' and 'Max' plans, each of these would be a separate feature within MYFUNDBOX.
The plan page is displayed as shown below:
### Plans
This name describes your plan and will appear on your checkout page[](https://docs.recurly.com/docs/hosted) and the subscriber's invoice as well.
### Description
You can use this column to enter a brief description of the plan. It will reflect on the checkout page for your customers.
### Code
This is the short form of the plan name, you can update this up to 10 characters.
### Region/Tax Rate
In this column, you can see the [Inclusive/Exclusive Tax, Region and Tax percentage](https://docs.myfundbox.com/tax).
### Price
In this column, you can see the price of your plan.
### Billing
Invoice will be billed for your subscriber in the regular billing cycle duration set here. A plan’s billing cycle defines the recurring frequency with which the subscriber is charged. For example, a plan with a weekly billing cycle charges the subscriber on a recurring frequency of one week.
You can choose from the following billing cycles:
- **One-Off**
- **Daily **
- **Weekly **
- **Monthly **
- **Quarterly **
- **Half-yearly**
- **Annually**
### No.of Billing Cycle
The billing cycle is the period between one transaction date and another that you can generate for that particular plan for your customers.
### Pay Link
[Pay Link](https://docs.myfundbox.com/pay-link) is a link that your customers can click on to pay their bill online instantly. You can also send this link manually to your customer.
### Integrate Payment Box
It has the URL for mapping the link in websites
### Status
In this column, you can see the [enable/disable](https://docs.myfundbox.com/steps-to-edit-plan) button to enable or disable your specific plan.
### Action
In this column, you can see the [delete ](https://docs.myfundbox.com/steps-to-delete-plan)icon that's used to delete the specific plan.
[title] Creating invoices
[path] SIUBSCRIPTION BILLING/Invoices/
Video tutorial for VAT ID and Tax ID:
::embed[]{url="https://www.youtube.com/watch?v=DFbkcH6-fHs"}
Video tutorial for adding coupon number in invoice:
::embed[]{url="https://www.youtube.com/watch?v=r4N-ibOcnwY"}
Video tutorial for adding multiple items & tax in invoice:
::embed[]{url="https://www.youtube.com/watch?v=wgOy_v4CWz4"}
Video tutorial for creating and sending invoice with coupon code:
::embed[]{url="https://www.youtube.com/watch?v=9WWrjmZlBg0"}
### Steps to Create Invoice
Click the `+ Create Invoice` on the top right corner of the page.
You will get a page for creating an Invoice as shown below.
- Enter the Customer **Name/Email** to send the invoice.
- Choose the **currency **that you want to generate the invoices for.
- Select/Enter **item name.**
- Default **tax **will be added for a predefined plan. You can set a tax rate for a new plan (You can set an Inclusive/Exclusive tax percentage) and add Coupons too.
- Choose the **price **you want to add.
- Once you are done with your inputs, Enter **Add Item.**
- You can also **generate the invoices for multiple plans.**
- You can add a **description **which will be displayed in your customer's e-mail.
- You can also set the **due date** in the given dropdown field.
- Enter the customers name & e-mail address to notify them of the payment.
Click the `Send Invoice` to send the Invoice to the customer.
:::hint{type="info"}
**NOTE : This is only applicable for one-off payment method.**
:::
### Success Page
Once your process is done. You will get a pop-up as shown below:
### Customer Receives Email
Once Invoice is generated, your customer will receive an email along with an attached invoice like this
- If the customer clicks the `Pay This Invoice` in the mail. It will be redirected to the payment page as shown below.
- On that page, the customer can select a payment method & enter the required credentials to proceed with payment.
- Once payment is succeeded, you will get a **receipt in your email.**
### **Preview**
- Once you enter the details, They will be shown on the preview page.
- You can check the** invoices, payment page as well as email format.**
This is how your invoice will look like:
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/USTaUEStyAGYLD-WOhe63_paylink.png" size="36" width="321" height="412" position="center" showCaption="false"}
Press the transaction status button of the Invoice and you can change that from paid to due or due to paid(for offline transactions).
:::hint{type="info"}
**NOTE : Once the transaction completed successfully, You can't edit the transaction status.**
:::
### Download Your Invoices
You can also download your invoices in our application in the invoice list as shown below:
[title] Deleting the invoice
[path] SIUBSCRIPTION BILLING/Invoices/
You can delete your invoice that you have created if you don't need it anymore.
Click the **delete icon** on the right end of the respective invoice to delete the invoice.
:::hint{type="info"}
**NOTE : Once the transaction completed successfully, you can't delete the invoice.**
:::
[title] Adding multiple items in invoice
[path] SIUBSCRIPTION BILLING/Invoices/
### Adding multiple items or products in invoice
While creating the invoice, Enter the item name and price that you want to add and then press the `Add Item` button to add the items in the Invoice.
[title] Steps to start Invoice/Subscription
[path] SIUBSCRIPTION BILLING/Invoices/
# **Steps to Start Invoice/Subscription**
In just a few steps, you can set up an invoice or subscription for your customers. Here's how:
### **Step 1: Create a Pay Link**
1. **Click "Create Pay Link"**:
Begin by clicking on the **"Create Pay Link"** option in your dashboard. This is where you’ll set up the basic information for the invoice or subscription.
2. **Enter the Necessary Details**:
- **Pay Link Name**: Give the link a name to easily identify it later.
- **Currency**: Choose the currency in which you want to receive payment.
- **Interval**: Set the billing interval (for subscriptions) like monthly, yearly, or custom.
- **Amount**: Enter the amount that needs to be billed.
3. **Enter Customer Details**:
You’ll need to fill in the customer’s name, email, and other relevant information. The customer will then receive an email with a **"Pay Now"** button.
4. **Payment Confirmation**:
Once the customer clicks the **"Pay Now"** button and completes the payment, the funds will be sent to your account for that specific invoice or subscription.
:::BlockQuote
**Note**: If your payment gateway is already set up, you can skip to Step 3.
:::
### **Step 2: Connect Your Payment Gateway**
1. **Go to Settings**:
From the main menu, click on **Settings**.
2. **Select Payment Gateway**:
Under the **Menu**, select **Payment Gateway** to access a list of available payment gateways.
3. **Connect the Payment Gateway**:
Choose the gateway you want to use (such as Stripe, PayPal, etc.) and follow the steps to link it to your account.
4. **Ensure Connection**:
Make sure the payment method is fully connected so that your customers can pay without any issues. This ensures a smooth payment process once the invoice or subscription is generated.
### **Step 3: Customer Confirms Subscription/Payment**
1. **Customer Payment Confirmation**:
After the customer completes the payment using the checkout box, they will receive an email notification confirming the successful transaction.
2. **Automatic Invoice Generation**:
Once the payment is processed, an invoice will be automatically sent to the customer via email. This makes it easy for both you and the customer to keep track of the payment.
### **Step 4: Manage Subscription and Invoice**
1. **Manage Subscription**:
After the payment is confirmed, you can manage the subscription directly from your dashboard. This includes viewing the subscription details, billing intervals, and more.
2. **Download Invoice**:
You can easily download a copy of the invoice for your records or to send to your customer.
3. **Update Customer Information**:
To add more details or update customer information, click on the **Billing Contact** option. This allows you to make changes to the customer’s profile, such as updating their email address or payment preferences.
By following these steps, you can easily generate invoices or subscriptions and manage customer payments effectively. This process ensures smooth transactions and proper tracking of all payments.
[title] Editing invoice status
[path] SIUBSCRIPTION BILLING/Invoices/
You can also edit the transaction status of the invoices.
Press the transaction status button then you can change the status from **Due **to **Paid **and then Press the** 🗸** icon to update your invoice transaction status.
:::hint{type="info"}
**NOTE : Once the transaction completed successfully, You can't edit the transaction status.**
:::
[title] RAZORPAY
[path] PAYMENT GATEWAYS/
## **RAZORPAY PAYMENT GATEWAY **
**INTRODUCTION: **
This document describes how a user can create an Account in Razorpay and get Keys and credentials to connect to MYFUNDBOX product
### **CONFIGURATION / USER GUIDE:**
### **Step 1: Create a Razorpay Account **
- Visit *https\://razorpay.com/*
- Click Sign Up
- Complete the business registration and KYC verification process **(as shown in the figures Fig. 1.1 & Fig. 1.2).**
- Contact support to enable the charge-at-will method (mandate) for recurring processes. You can get confirmation through mail from Razorpay (as shown in the figure Fig. 1.5).
### **Step 2: Generate API Keys and Copy Keys **
- Log into your Razorpay.com Dashboard
- Go to Account and Settings > API Keys (**as shown in the figure Fig 1.3**).
- Generate the live keys (**as shown in the figure** **Fig. 1.4**).
- Copy the following (**as shown in the figure** **Fig 1.4**):
- ✅ Key ID
- ✅ Key Secret
🔐 Keep these keys secure. Do not share it with anyone.
**Fig 1.1**
**Fig 1.2**
****
**Fig 1.3**
****
**Fig 1.4**
**Fig 1.5**
### **Step 3: Connect on MYFUNDBOX **
- Log in to your **MYFUNDBOX** account
- Navigate to **Settings > Payment Gateways**
- Click **Connect** on **Razorpay (as shown in the figure Fig. 1.6).**
- Paste the following:
- **Key ID**
- **Key Secret**
- Click **Save (as shown in the figure Fig 1.7).**
- Your account is now securely connected to **Razorpay (as shown in the figure Fig 1.8).**
- You can also enable and disable Razorpay **(as shown in the figure Fig 1.8).**
**Fig 1.6**
**Fig 1.7**
**Fig 1.8**
### **Payment Method Switch or update to a new card or new UPI ID.**
- Go to **Customer Portal** → select **My Plans** → click the **Payment Method Pencil Icon** **(as shown in Fig 1.9).**
- For **Razorpay Card** and **UPI**, there is no direct mechanism to update a new card or UPI ID for ongoing recurring payments.
- To update with new values, you need to make a small payment: **₹1 for Card** or **₹3 for UPI (as shown in Fig 1.10).**
- Click the update button to make payment for the payment method switch for Razorpay or update new values.
- After successful payment, the new value will update and charges will be done from the new updated value **(as shown in Fig 1.11).**
**Fig 1.9**
**Fig 1.10**
**Fig 1.11**
[title] Stripe
[path] PAYMENT GATEWAYS/
When using MYFUNDBOX, you need to have an account in stripe.
If you don't have an account, click Connect in the payment gateway. You will be redirected to the stripe page. Now, you'll have to create a new account, fill in all the details & select Connect. You will be connected with Stripe.
- If you click more info. Stripe-connected payment methods will be listed in the pop-up.
- You can toggle the payment methods listed in the pop-up as shown below.
## Stripe supported payment methods
### **CARD**
Cards are linked to a debit or credit account at a bank. To complete a payment online, customers enter their card information at checkout. Cards are enabled by default and are supported by all Stripe products.
### iDEAL
iDEAL is a Netherlands-based payment method that allows customers to complete transactions online using their bank credentials.
### **SOFORT**
SOFORT is a system which enables Customers to execute online bank transfers through their own banks. Terms specifically applicable to acceptance of SOFORT payments via Stripe are set out below.
### **SEPA**
The Single Euro Payments Area (SEPA) is an initiative of the European Union to simplify payments within and across member countries. They established and enforced banking standards to allow for the direct debiting of every EUR-denominated bank account within the SEPA region
### **EPS**
EPS is an Austria-based payment method that lets customers complete transactions online using their bank credentials. All Austrian banks support EPS, and over 80% of Austrian online retailers accept it.
### **BANCONTACT**
Bancontact is the most popular online payment method in Belgium, with over 15 million cards in circulation. Customers use a Bancontact card or mobile app linked to a Belgian bank account to make online payments that are secure, guaranteed, and confirmed immediately.
### **APPLE PAY**
Apple Pay is compatible with most Stripe products and features. Stripe users can accept Apple Pay in iOS applications in iOS 9 and above, and on the web in Safari starting with iOS 10 or macOS Sierra. There are no additional fees to process Apple Pay payments, and pricing is the same as for other card transactions.
### **GOOGLE PAY**
Google Pay allows customers to make payments in your app or website using any credit or debit card saved to their Google Account, including those from Google Play, YouTube, Chrome, or an Android device. Use the Google Pay API to request any credit or debit card stored in your customer’s Google account.
### ** LINK**
Link is Stripe’s fast-checkout solution. It securely saves and autofills customer address and payment details, with support for credit cards, debit cards, US bank accounts, and other payment methods. Customers can save their shipping and payment details on your site or the checkout page of a different business—Link saves and autofills the information on any site where Link’s enabled.
### **PAYPAL**
PayPal is a payment method that enables customers in any country to pay using their PayPal account.
To pay using PayPal, customers are redirected from your website to PayPal. They choose a funding source: PayPal wallet, linked card or bank account, or buy now, pay later. Then they authenticate the payment. After successful authorization, the customer is redirected back to your website. You receive an immediate notification of the payment’s success or failure.
### **WECHAT PAY**
WeChat, owned by Tencent, is China’s leading mobile app with over 1 billion monthly active users.
WeChat is a leading lifestyle “super app” used for messaging between people, as well as connecting people, services, and businesses in China and around the world through a number of e-commerce and social features inside the app. WeChat Pay, the payment wallet inside the WeChat app, has over 800 million users.
Chinese consumers can use WeChat Pay to pay for goods and services inside of businesses’ apps and websites. WeChat Pay users buy most frequently in gaming, e-commerce, travel, online education and food/nutrition.
### **BLIK**
BLIK is a single use payment method that requires customers to authenticate their payments. When customers want to pay online using BLIK, they request a six-digit code from their banking application and enter it into the payment collection form.
### **ALIPAY**
Alipay is a digital wallet in China that has more than a billion active users worldwide. Alipay users can pay on the web or on a mobile device using login credentials or their Alipay app. Alipay has a low dispute rate and reduces fraud by authenticating payments using the customer’s login credentials.
### **AFTERPAY**
Afterpay is a global payment method that allows your customers to split purchases into 4 interest-free installments, or longer term interest-bearing monthly installments (US only).
### **TWINT **
TWINT in Stripe is a Switzerland-only payment method that supports only CHF currency, works via mobile app authorization, and is limited to one-time payments (no subscriptions). It provides instant payment confirmation with a secure QR code or app redirect flow.
### **KLARNA**
Klarna is a global payment method that gives customers a range of payment options during checkout. These payment options make it convenient for customers to purchase items in all price ranges.
### **BANK TRANSFER**
Bank transfers provide a safe way for customers to send money over bank rails. When accepting bank transfers with Stripe, you provide customers with a virtual bank account number that they can push money to from their own online bank interface or in-person bank branch. Stripe uses this virtual account number to automate reconciliation and prevent exposing your real account details to customers.
[title] MICRO PAYMENT GATE WAY
[path] PAYMENT GATEWAYS/
### **CONFIGURATION / USER GUIDE**
### **Step 1: Create a Micropayment Account**
- Visit the Micropayment website - *https\://web.micropayment.de/en/*
- Click **Sign Up**
- Complete business registration and verification.
- Once approved, log in to the Micropayment Merchant Portal.
Note : *Account approval is required before live transactions can be processed.*
### **Step 2: Create a Project**
- Log in to the Micropayment Merchant Portal.
- Navigate to **Projects / Accounts.**
- Click **Create New Project**
- Enter the required project details:
- Save the project.
Once the project is successfully created, the project will be available for payment method configuration.
### **Step 3: Configure Card Payment Method**
Micropayment provides **two Credit Card configurations** for each project.Both configurations must be enabled for Credit Card payments to work correctly.
1. **Credit Card – Event **
- Go to the **Payment Methods** tab in the Micropayment Merchant Portal.
- Locate **Credit Card – Event** for your project and click **Edit**.
- Ensure the following statuses are correct:
- **Project status:** Enabled
- **Live mode:** Activated
- Enable the checkbox **Activate payment method for your project**.
:::Paragraph{listStyleType="decimal" listRestartPolite="1" indent="2"}
**Notification URL Configuration **
:::
:::Paragraph{listStyleType="disc" indent="2"}
In the **Notification URL** field, enter the following URL:
:::
:::Paragraph{indent="2"}
*https\://fcrm.myfundbox.com/ResponseNew\.jsf*
:::
:::Paragraph{indent="2"}
:::
2. **Configure Notification URL Parameters **
- Click **Parameters: Notification URL**
- Go to the **Configuration** tab
- Add the following custom parameters:
| **Parameter Name** | **Placeholder Value** |
| ------------------- | ---------------------- |
| mytrId | \_\_$my-tr-id\_\_ |
| payupdate | \_\_$pay-update\_\_ |
| type | Micropayment |
- These parameters will be sent in the server-to-server notification for payment tracking and update handling.
3. **Default Product Settings **
- Default product identification : Enter a recognizable product name (for example: MYFUNDBOX).
- Default product price : Enter the default price in eurocents (for example: 250).
- Leave the default options enabled if values are provided dynamically during payment creation.
- Click **Save settings**.
2. **Credit Card – API.Event **
****
- Go back to **Payment Methods**.
- Find **CreditCard – API.Event** and click **Edit**.
- Enable **Activate payment method for MYFUNDBOX**.
- API Notification URL : *https\://fcrm.myfundbox.com/ResponseNew\.jsf*?type=micro\_card
- Ensure **Dispatching of additional notifications** is enabled.
- Click **Save settings**.
### **Step 4: Copy Micropayment Keys **
To connect Micropayment with the application, two values are required:
- Project ID
- Access Key
Follow the steps below to locate each value in the Micropayment portal.
1. **Locate Project ID **
:::Paragraph{indent="1"}
From the Micropayment portal:
:::
- Go to **Setup**
- Click **Projects**
- Open the required project
- The **Project ID** is displayed in the project details.
- Copy the **Project ID**.
2. **From the Micropayment portal: **
- Go to **Access Keys**
- Open the **Access Key** section
- Copy the required **Access Key**
This key is used to authorize the connection between Micropayment and the application.
### **Step 5: Connect Micropayment in MYFUNDBOX**
- After copying the required keys from the Micropayment portal, connect Micropayment to MYFUNDBOX.
- Log in to the **MYFUNDBOX** website.
- Navigate to **Settings → Payment Gateways**.
- Click on **Micropayment**.
- Click **Connect**.
- A configuration window will appear with the following fields:
- Project ID
- Access Key
- Paste the corresponding values copied from the Micropayment portal into each field.
- Click **Save**.
- Micropayment is successfully connected to MYFUNDBOX.
- The payment gateway connection is complete.
Once connected, the MicroPayment tile displays a green connected badge, confirming the integration is active and ready to use.
[title] Payment Gateway
[path] PAYMENT GATEWAYS/
::embed[]{url="https://www.youtube.com/watch?v=c8ogCtkDnpw"}
[title] Untitled
[path] PAYMENT SCENARIOS/
[title] Multi-currency settlement
[path] PAYMENT SCENARIOS/After the Payment/Payouts/
### Accept, settle and pay out funds in multiple currencies.
Stripe automatically converts all incoming funds into the default currency of your home country. With multi-currency settlement, you can configure your account to accrue balances and get paid out in additional currencies without incurring foreign exchange fees.
**Enable multi-currency settlement**
To configure your account to receive settlement and pay out in multiple currencies, configure the currencies and bank accounts in your Dashboard.
**Configure settlement currencies**
In your Payout Settings, click **Manage Currencies** to select the settlement currencies you want to receive funds in. Balances accrue in each currency for payments you accept in that currency.
**Attach bank accounts to receive payouts in local currencies**
You must provide a separate supported bank account for each settlement currency you configure to receive payouts in that currency. You must match the currency of the bank account to the settlement currency. After you provide the corresponding bank accounts, Stripe directs payouts from your multi-currency balances to their respective bank accounts in the matching currency.
**Configure payout settings**
After you meet a currency’s minimum payout amount, payouts follow your configured payout schedule, whether manual or automatic. You can’t pay out until your balance for the currency meets the minimum payout amount.
[title] Charge for Shipping
[path] PAYMENT SCENARIOS/During the Payment/
### Create different shipping rates for your customers.
Shipping rates let you display various shipping options—like standard, express, and overnight—with more accurate delivery estimates. Charge your customer for shipping using different Stripe products, some of which require coding. Before you create a shipping rate, learn how to collect billing and shipping addresses.
1. Create a payment link and select **Collect customers’ addresses** with the **Billing and shipping addresses** option.
2. Select the countries you ship to.
3. Click **Add shipping rates** to select an existing shipping rate or add a new one. You can only use shipping rates with one-time prices on payment links.
[title] Declines
[path] PAYMENT SCENARIOS/After the Payment/
### Learn about payment declines and how to lower your decline rate.
Payments can fail for a variety of reasons, including some that help prevent fraudulent transactions. Stripe works to reduce decline rates across all supported payment methods. We work with issuers and networks to improve acceptance rates, often without affecting your integration.
There are three reasons why a payment might fail:
- Issuer declines
- Blocked payments
- Invalid API calls
You need to handle each type of payment failure differently. For every failure, you can use the Dashboard or API to review a payment’s details. When using the API, look at the Charge object’s outcome. This attribute covers the payment failure type and provides information about its cause.
Stripe handles non-card payment method declines similarly to card declines. Stripe sends you a response code that includes information about the decline, for example, if it’s due to insufficient funds, a lost or stolen card, or another reason.
**Issuer declines**
When your customer’s card issuer receives a charge, their automated systems and models decide whether to authorize it. These tools analyze signals such as spending habits, account balance, and card data (expiration date, address information, and CVC).
If the card issuer declines a payment, Stripe shares with you all of the decline information we receive. This information is available in the Dashboard and through the API. When issuers provide specific explanations, such as an incorrect card number or low funds, these explanations return to Stripe through decline codes.
**Blocked payments**
Stripe Radar blocks high risk payments, such as those with mismatched CVC or postal code values. This automated fraud prevention product evaluates each payment, without requiring any action from you.
When Stripe blocks a payment, it obtains initial authorization from the card issuer but refrains from charging the card. This precaution helps prevent potential fraudulent payments that might lead to disputes.
For some card types, customers might see the card issuer’s authorization for the payment amount on their statement. However, Stripe hasn’t charged this amount or withdrawn funds. The card issuer typically removes this authorization from the customer’s statement within a few days.
If you recognize a blocked payment as legitimate, you can lift the block by locating the payment in the Dashboard and clicking **Add to allow list**. This action doesn’t retry the payment but prevents Stripe Radar from blocking future payment attempts using the same card or email address.
[title] Decline codes
[path] PAYMENT SCENARIOS/After the Payment/Declines/
### Learn about decline codes and how to resolve them when a charge fails.
A decline code is typically a two-digit, alphanumeric error code that indicates a reason for the decline. While the code can originate from a number of sources, it often comes from the issuing bank, payment processor, or credit network.
**Stripe decline codes**
Stripe uses its own decline codes, which cover many of the same potential reasons as the traditional decline codes, but define the problem more clearly. Use the following table to help resolve issues relating to decline codes:
| Decline code | Description | Next steps |
| ------------------------------------ | --------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| | | |
| authentication\_required | The card was declined because the transaction requires authentication such as . | When using Stripe’s front ends, in most cases a soft decline from an issuer triggers an authentication flow, allowing the customer to try again and authenticate their card. In some cases, such as off-session payments, you might need to request the customer to retry. If the card issuer returns this despite a successfully authenticated transaction, the customer needs to contact their card issuer for more information. |
| approve\_with\_id | The payment can’t be authorized. | Attempt the payment again. If you still can’t process it, the customer needs to contact their card issuer. |
| call\_issuer | The card was declined for an unknown reason. | The customer needs to contact their card issuer for more information. |
| card\_not\_supported | The card does not support this type of purchase. | The customer needs to contact their card issuer to make sure their card can be used to make this type of purchase. |
| card\_velocity\_exceeded | The customer has exceeded the balance, credit limit, or transaction amount limit available on their card. | The customer needs to contact their card issuer for more information. |
| currency\_not\_supported | The card does not support the specified currency. | The customer needs to check with the issuer whether the card can be used for the type of currency specified. |
| do\_not\_honor | The card was declined for an unknown reason. | The customer needs to contact their card issuer for more information. |
| do\_not\_try\_again | The card was declined for an unknown reason. | The customer needs to contact their card issuer for more information. |
| duplicate\_transaction | A transaction with identical amount and credit card information was submitted very recently. | Check to see if a recent payment already exists. |
| expired\_card | The card has expired. | The customer needs to use another card. |
| fraudulent | The payment was declined because Stripe suspects that it’s fraudulent. | Don’t report more detailed information to your customer. Instead, present it in the same manner as generic\_decline below. |
| generic\_decline | The card was declined for an unknown reason or Stripe Radar . | The customer needs to contact their card issuer for more information. |
| incorrect\_number | The card number is incorrect. | The customer needs to try again using the correct card number. |
| incorrect\_cvc | The CVC number is incorrect. | The customer needs to try again using the correct CVC. |
| incorrect\_pin | The PIN entered is incorrect. This decline code only applies to payments made with a card reader. | The customer needs to try again using the correct PIN. |
| incorrect\_zip | The postal code is incorrect. | The customer needs to try again using the correct billing postal code. |
| insufficient\_funds | The card has insufficient funds to complete the purchase. | The customer needs to use an alternative payment method. |
| invalid\_account | The card, or account the card is connected to, is invalid. | The customer needs to contact their card issuer to check that the card is working correctly. |
| invalid\_amount | The payment amount is invalid, or exceeds the amount that’s allowed. | If the amount appears to be correct, the customer needs to check with their card issuer that they can make purchases of that amount. |
| invalid\_cvc | The CVC number is incorrect. | The customer needs to try again using the correct CVC. |
| invalid\_expiry\_month | The expiration month is invalid. | The customer needs to try again using the correct expiration date. |
| invalid\_expiry\_year | The expiration year is invalid. | The customer needs try again using the correct expiration date. |
| invalid\_number | The card number is incorrect. | The customer needs try again using the correct card number. |
| invalid\_pin | The PIN entered is incorrect. | The customer needs to try again using the correct PIN. |
| issuer\_not\_available | The card issuer couldn’t be reached, so the payment couldn’t be authorized. | Attempt the payment again. If you still can’t process it, the customer needs to contact their card issuer. |
| lost\_card | The payment was declined because the card is reported lost. | The specific reason for the decline shouldn’t be reported to the customer. Instead, present it as a generic\_decline. |
| merchant\_blacklist | The payment was declined because it matches a value on the Stripe user’s block list. | Don’t report more detailed information to your customer. Instead, present it in the same manner as generic\_decline below. |
| new\_account\_information\_available | The card, or account the card is connected to, is invalid. | The customer needs to contact their card issuer for more information. |
| no\_action\_taken | The card was declined for an unknown reason. | The customer needs to contact their card issuer for more information. |
| not\_permitted | The payment isn’t permitted. | The customer needs to contact their card issuer for more information. |
| offline\_pin\_required | The card was declined because it requires a PIN. | The customer needs to try again by inserting their card and entering a PIN. |
| online\_or\_offline\_pin\_required | The card was declined as it requires a PIN. | If the card reader supports Online PIN, prompt the customer for a PIN without creating a new transaction. If the card reader doesn’t support Online PIN, the customer needs to try again by inserting their card and entering a PIN. |
| pickup\_card | The customer can’t use this card to make this payment (it’s possible it was reported lost or stolen). | They need to contact their card issuer for more information. |
| pin\_try\_exceeded | The allowable number of PIN tries was exceeded. | The customer must use another card or method of payment. |
| processing\_error | An error occurred while processing the card. | The payment needs to be attempted again. If it still can’t be processed, try again later. |
| reenter\_transaction | The payment couldn’t be processed by the issuer for an unknown reason. | The payment needs to be attempted again. If it still can’t be processed, the customer needs to contact their card issuer. |
| restricted\_card | The customer can’t use this card to make this payment (it’s possible it was reported lost or stolen). | The customer needs to contact their card issuer for more information. |
| revocation\_of\_all\_authorizations | The card was declined for an unknown reason. | The customer needs to contact their card issuer for more information. |
| revocation\_of\_authorization | The card was declined for an unknown reason. | The customer needs to contact their card issuer for more information. |
| security\_violation | The card was declined for an unknown reason. | The customer needs to contact their card issuer for more information. |
| service\_not\_allowed | The card was declined for an unknown reason. | The customer needs to contact their card issuer for more information. |
| stolen\_card | The payment was declined because the card is reported stolen. | Don’t report more detailed information to your customer. Instead, present it in the same manner as generic\_decline below. |
| stop\_payment\_order | The card was declined for an unknown reason. | The customer needs to contact their card issuer for more information. |
| testmode\_decline | A Stripe test card number was used. | A genuine card must be used to make a payment. |
| transaction\_not\_allowed | The card was declined for an unknown reason. | The customer needs to contact their card issuer for more information. |
| try\_again\_later | The card was declined for an unknown reason. | Ask the customer to attempt the payment again. If subsequent payments are declined, the customer needs to contact their card issuer for more information. |
| withdrawal\_count\_limit\_exceeded | The customer has exceeded the balance or credit limit available on their card. | The customer needs to use an alternative payment method. |
[title] Instant Payouts
[path] PAYMENT SCENARIOS/After the Payment/Payouts/
**Instant Payouts for Stripe Dashboard users**
**Get access to your Stripe balance instantly.**
With Instant Payouts, Stripe Dashboard users can access their Stripe balances immediately following a successful charge. You can request an Instant Payout any day or time, including weekends and holidays, and funds typically settle in the associated payout account within 30 minutes.
**Compare Instant Payouts to standard payouts**
Instant Payouts accelerate access to your funds, making them available as soon as funds from a card charge are successfully completed. However, Stripe assesses a fee on each Instant Payout. Any funds not accessed through Instant Payouts continue to be paid out according to your default payout schedule (standard payouts).
Instant Payouts can’t use multi-currency settlement. For example, an instant payout to a Canadian business must be in CAD.
Funds acquired from card payments are available for Instant Payouts as soon as the charge is complete. ACH or bank debits are only available for Instant Payouts after the payment has settled.
**Request an Instant Payout**
You can initiate Instant Payouts either manually through the Stripe Dashboard or programmatically using the Stripe APIs.
1. From the Home or Balances tab, click Pay out funds to check your available balance.
2. If you’re eligible for Instant Payouts and have a positive balance, select a Standard or Instant manual payout.
3. If you haven’t added an eligible Instant Payout method, you’re prompted to do so. You only need to add a method once.
4. Select the amount you want to receive. You can enter up to the maximum amount available, subject to daily volume limits.
5. Funds are paid out immediately and arrive at your payout destination within minutes.
**Eligibility and daily volume limits**
New Stripe users aren’t immediately eligible for Instant Payouts. Check your eligibility in the Dashboard or use the Balances API.
An instant payout applies to a daily limit according to the time it’s requested. For example, if you request an instant payout at 23:58 on Tuesday and receive the funds at 00:03 on Wednesday, that payout counts toward Tuesday’s limit. Daily reset times depend on your region:
- United States and Canada: Midnight US Central Time
- United Kingdom: Midnight London Time
- Singapore: Midnight Singapore Time
- Australia: Midnight Sydney Time
- European Union: Midnight Paris Time
Instant Payouts observe the following daily limitations:
- You’re limited to a maximum instant payout amount per day. Check your daily volume in the Dashboard. You can’t initiate Instant Payouts after you reach your daily limit.
- You’re limited to a maximum of 10 Instant Payouts per day.
**Pricing**
Stripe charges Dashboard users a 1% fee for all Instant Payouts for CA, EU, UK, and SG, and a 1.5% fee for US and AU. Each Instant Payout transaction has a minimum and maximum amount dependent on the currency.
| Country | Instant Payout Minimum | Instant Payout Maximum |
| -------------- | ---------------------- | ---------------------- |
| US | 0.50 USD | 9,999 USD |
| Canada | 0.60 CAD | 9,999 CAD |
| Singapore | 0.50 SGD | 9,999 SGD |
| United Kingdom | 0.40 GBP | 9,999 GBP |
| Australia | 0.50 AUD | 9,999 AUD |
| European Union | 0.40 EUR | 9,999 EUR |
**Manage payout methods**
You must have an eligible payout account to receive Instant Payouts. Use the External payout accounts and scheduling section in the Dashboard Settings tab to manage your payout accounts.
| Country | Eligible External Account Type |
| ------------------------------ | --------------------------------- |
| US | Debit card; some bank accounts () |
| Canada, Singapore, Australia | Debit card () |
| United Kingdom, European Union | Bank account () |
For security reasons, you can’t edit card details. To update a card, remove it and add it as a new card.
Instant Payouts on mobile
If you qualify for Instant Payouts and the Stripe Dashboard mobile app, you can start and monitor standard or instant manual payouts using the mobile app.
To get started, download the Stripe Dashboard mobile app for [iOS](https://apps.apple.com/app/apple-store/id978516833?pt=91215812\&ct=stripe-docs-instant-payouts\&mt=8) or [Android](https://play.google.com/store/apps/details?id=com.stripe.android.dashboard).
In the app:
1. Go to the **Balances** tab at the bottom of the screen, or click the add icon () from any tab.
2. Select **Pay out funds**.
3. If your balance is positive, you’ll see an option to begin the payout process.
[title] Issuer support
[path] PAYMENT SCENARIOS/After the Payment/Payouts/Instant Payouts/
### Institution support for Instant Payouts
### Identify whether your account's institution supports Instant Payouts.
[title] Overview
[path] PAYMENT SCENARIOS/After the Payment/
## After the payment
### Learn about use cases that happen after accepting a payment.
After the payment, several things can happen. If the payment succeeds normally, you can focus on payout options from Stripe, sending email receipts, and triggering workflows to fulfill the customer’s order. When it’s more complicated, Stripe provides guidance for things like declined cards, refunds, disputes, and fraud.
***
[title] Changelog
[path] CUSTOMERS/Profile/
In this changelog tab, You can view all the changes and updates made to this website from version 1.1 to the current version. You can also see the features and their released versions.
[title] Video Tutorial
[path] CUSTOMERS/Profile/
In the Header section, You will see the user name in the right corner, Click the button. You will get a dropdown, Click **Video Tutorial **button.
You can view video tutorials for all functionalities as shown below :
[title] Customers
[path] CUSTOMERS/
- Here you can store all the information related to your customers and track their payments.
- All the customer details such as Name, Company Name, Email ID, Last payment, and also the latest payment date will be stored in the **Customers **tab from the menu.
You will get the list of customer details as shown below:
### Customer ID
In this column, you can see your **Customer's ID.** It will generate automatically for all the customers who has completed their payments and also those who you have created to be added in the list. And this id is unique for each of your customers. You will also be able to see the Billing and Invoices of your customers by clicking on this customer ID.
### Name
In this customers tab you can see the** First Name** and** Last Name** of your customers.
### Company Name
In this column you can see the** Company Name** of your customers.
### E-Mail
In this column you can see your Customer's **E-Mail ID.**
### Last Payment
Your customer's Last Payment will be shown here.
### Total
The total amount of transaction made by your customer till now will be shown here.
### Pay Link
A [Pay Link](https://docs.myfundbox.com/pay-link) is a link that your customer can click on to pay their bill online. The Pay Link of your customer will be shown here.
****
[title] Import customers
[path] CUSTOMERS/Customers/
You can click on the link for a video tutorial:
::embed[]{url="https://www.youtube.com/watch?v=IhB6-E9acfo"}
- You can import customers by mapping with your excel to the exact column for the exact match. You can follow these steps to import customers.
- Go to the `Customers` tab from the menu and click the **Import** icon on the top-right corner. You will be redirected to the import page.
- Click on the** Import **icon as shown below:
After clicking on the icon a new page pops up as shown below:
Here we can find three options as Bank, Customer and Subscription where we can dump our data in a large number as we can see below:
Here we can see an example for importing Customer in the following steps:
- Click on **CUSTOMER **from the 3 modules from the pop up
- Choose the **delimiter **to be reflected in your customer list
- Choose your excel which has your customer details
After giving all the mandatory data, click the upload button to start working
By clicking on the Import New on the top right corner you can import new data from the excel format
After clicking the upload button you can see a page as shown below:
In this page you can match the file column with your imported excel format as Name, Email, Number and etc. By clicking on preview it will be redirected to the new preview page as shown below:
Here you can see a preview of how the data is given to your customer module if you import the data.
Click on "I am done! import these data" to transfer the data to the customer module and another page opens showing we get a page where it says data transfer is done successfully. And you can download the data imported.
Now you can find the data transferred using import option moved to the Customer module as shown below:
[title] FAQ
[path] CUSTOMERS/Profile/
### Frequently Asked Questions - FAQ
**1. What is MYFUNDBOX Subscriptions?**
MYFUNDBOX Subscription is a recurring One-Off billing and subscription management software. If you are running online business, you can use MYFUNDBOX Subscription Billing to manage your billing and customers easily.
**2. Which payment processing partner you have?**
We provide the integration of PayPal, Stripe, Mollie, and GoCardless payment gateway.
You just need to add the integration keys of payment gateway in MYFUNBDOX Subscriptions account.
As different customers from different areas trust a particular gateway. So you can integrate any other payment gateway with your MYFUNDBOX Subscriptions account.
**3. What features does MYFUNDBOX Subscription Billing offer?**
Our high demand features are Tax Module, Automatic Billing, Invoicing, Multi-Lingual Client Portal, Checkout page, Custom Email notification system.
Payment feature - Automatic payment, Manual and offline payments, Dunning management.
Transportation feature - Customer Import and export.
Get more details of our features - [https://myfundbox.com/](https://myfundbox.com/)
**4. How many currencies do you support?**
We support all currencies that are enabled by your payment Gateway.
Further, if you are using any other currency then contact us at [support@myfundbox.com]() and get your currency added in the system.
**5.How long does it take to start using MYFUNDBOX Subscriptions?**
Connect your stripe, mollie or GoCardless account, add your pricing plans and get started right away!
**6.What if I need any kind of support?**
Contact to the live chat option at [https://myfundbox.com/](https://myfundbox.com/) for any kind of assistance or send us an email to [support@myfundbox.com]()
**7. Can I manage multiple accounts with the MYFUNDBOX Subscriptions?**
Yes, you can manage as many accounts with MYFUNDBOX Subscriptions.
**8. How does MYFUNDBOX subscriptions helps with Freelancers?**
MYFUNDBOX Subscriptions help Freelancers to create and share payment link to collect Payments easily from their customer.
**9. How does invoicing works in MYFUNDBOX subscriptions?**
With MYFUNDBOX you can easily raise automated invoice with your desired plans and collect your payments in Recurring Billing Options.
**10. What are the integrations do MYFUNDBOX Provide?**
We deliver features with our Monthly release. Many integrations including Zapier are planned you can find here in our [Roadmap](https://trello.com/b/XSR73ZAg/myfundbox-subscription-roadmap)
**11. How many languages does MYFUNDBOX subscriptions support ?**
MYFUNDBOX Subscriptions supports more than 15+ language which includes German, French, Dutch, Spanish, Turkey, English, Italian, Danish, Polish, Russian etc.
**12. How do I know my data is secure?**
Our partnerships with Leading Cloud Providers we offer our customers secure PSD2 and PCI Compliant Payment Platform and our data is hosted in Germany.
**13. What happens if your service is down?**
MYFUNDBOX is hosted on cloud servers. We have taken several measures to ensure continued service across regions. Unless there is an outage across a large region & multiple data centers, the service will be accessible for users.
[title] Customer Portal
[path] CUSTOMERS/
The **Customer portal** is the simplest way to offer subscription and billing management functionality to your customers. It allows your customers to manage their subscriptions and download invoices.
Video tutorial for changing payment method for customer:
::embed[]{url="https://www.youtube.com/watch?v=fEJGpyla9UU"}
Video tutorial for updating customer billing contact information:
::embed[]{url="https://www.youtube.com/watch?v=FAh85WIVCwY"}
Video tutorial for cancelling subscription by customer themselves :
::embed[]{url="https://www.youtube.com/watch?v=qppV4AzLq8Y"}
### Billing
Once payment is successful, your customer will be notified via Email. In that email, your customer will be able to access his account by clicking the** My Portal** link given in the context. It will redirect the customer to his/her customer portal.
In this section, you will have subscription information based on the plan. This information includes the amount, start date, billing type which will be displayed by clicking on the "info icon" next to the plan name.
Here you can also find the payment method, billing address, and you can select an active plan to upgrade to a new one by next clicking on `Manage Subscription`
Customer Portal will be shown as below:
### Personal Details
You/your customer can view and edit personal details of the customer and also billing address in the right panel by clicking on the edit icon.
Personal details will be displayed as shown below:
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/mnVs4y2bky0BjmtChVIlE_1.png" size="34" width="282" height="322" position="center" showCaption="false"}
You/your customer will be redirected to the below page to edit or add his/her personal/billing details.
Billing Details will be displayed as shown below:
### **Billing Contact **
Here you can see your customer's billing contact details. This billing details will be shown in your customer's Invoice and also you can edit your customer's billing details such as **Name**, **Company Name**, **Primary E-mail **and **Secondary E-mail**.
### **Billing Details**
This billing details will appear on your customer's invoice, You can also edit your customer's billing details here such** Address**, **Postal code**, **City**, **State**, **Country** and **VAT ID**. (Value Added Tax - Identification Number). VAT ID is a tax that is charged for goods and services by government.
### **Knowledge Base FAQs**
Documentation has been added with the FAQ section which is useful for the customers to know about how the application works.
### **Cancel Subscription**
To cancel the active plan you can cancel it by pressing **cancel subscription** for the respective plan
While cancelling the subscription you/customer will be redirected to another page to submit the reason for cancellation. The status will be set as **cancelled** and future transactions will be stopped once the cancellation process is completed. It will appear as shown below.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/y8kawtJhL1QfeJhA5zIIK_image.jpg" size="56" width="607" height="913" position="center" showCaption="false"}
### **Activating the cancelled plan **
To activate the cancelled plan, Press the Activate button at the bottom of the respective plan. You can see a pop up as shown below, Press **Yes Confirm it** button to reactivate the cancelled plan.
### **Invoices**
In this invoices section, you can download invoices of your customer's transaction by clicking the download icon as shown below:
[title] Editing customer details
[path] CUSTOMERS/Customers/
In this section you can edit or update the details of the customer.
Press the **Edit **icon on the right corner of the page to edit or update the details of the customer.
### To edit customer name
Press the **Edit **icon on the right corner and then press the **First Name** or **Last Name** of the customer that you want to edit and then press the** 🗸** icon to update your customer's name.
### **To edit company name**
Press the **Edit **icon on the right corner and then press the **Company Name** of the customer that you want to edit and then press the** 🗸** icon to update your customer's company name.
### To edit customer E-Mail ID
Press the **Edit **icon on the right corner and then press the **E-Mail ID** of the customer that you want to edit and then press the** 🗸** icon to update your customer's e-mail id.
[title] Subscriptions
[path] CUSTOMERS/Profile/
By clicking on the company's logo at the top right corner of the page, you can edit your `Subscription` from the drop down as shown below.
Subscription section allows you to keep track and manage your plan, billing, invoice and subscription.
## Billing
- In the Billing section, you can edit your plans, billing details and delete your account. You will see your Subscriptions, Delete Account, My plans and Billing Details. The Next Estimated Invoice, Payments Method and Billing Contacts will be listed on the right side of the page.
Here is an example:
## Invoices
- In the Invoice section you can find Invoice No, Plan Name, Amount(Including TAX), Duration of the plan, Payment Date, and an option to Download the Invoice.
Here is an example:
## Subscription
- In the Subscription section you will see the Subscription Details with subscription billings.
You can see as shown below in the given snapshot:
[title] How to update payment method
[path] CUSTOMERS/Customer Portal/
## Please follow the below steps to update payment gateway.
### There are 2 ways to update a payment gateway
1. Customers can update payment gateway in their portal
2. Admin can Update the payment gateway for their customer
### How a customer can update the payment gateway
- Firstly the customer has to access the Customer Portal. They will get Myportal URL in their respective email as shown below.
- When the customer clicks on the Myportal link, it will be redirected to their portal (Myportal)
- Then they have to select the Plan by clicking on the Plans tab to which the payment method should be updated.
- And click on the Edit icon at the right side of the payment method option.
- After clicking the Icon, a pop-up appears as shown below.
- By default a selected payment method will be displayed.
- You can choose your preferred payment method to update.
- After selecting a payment method, click on **update**.
- Confirmation pop-up appears. Then click on **Confirm **button to proceed.
###
### How Admins can update the payment gateway for customer
- Navigate to Customers List to update customers payment method.
- Click the customer id to redirect to their Portal Page.
- In Customer's Portal page all plans will be displayed.
- Select the particular plan to update payment method.
- After selecting the particular plan, payment method will be displayed in the right side panel along with edit option
- If you want to update / change payment method , use edit option in payment method panel.
- After clicking the Icon , a pop-up appears as shown below.
- By default a selected payment method will be displayed.
- You can choose your preferred payment method to update.
- After selecting a payment method, click on **update**.
- Confirmation pop-up appears. click on the **Confirm **button to proceed.
Thats it. You have successfully updated your payment method.
[title] Supported Currencies
[path] CUSTOMERS/Profile/
MYFUNDBOX is integrated with multiple payment gateways which supports multiple currencies from all over the world, here are the lists of currencies
| ### Country | ### Currency | ### Symbol |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Argentina
Australia
Bolivia
Brazil
British
Brunei
Bulgaria
Chile
Canada
Central African
Colombia
Croatia
Czech Republic
Denmark
Europe
Falkland Islands
Guyana
Hungary
India
Indonesia
Israel
Japan
Mongolia
Malaysia
Mexico
Norway
New Zealand
Nigeria
PERU
Pakistan
Paraguay
Philippines
Poland
Romania
Singapore
Suriname
South Africa
Sweden
Switzerland
Taiwan
Trinidad & Tobago
Turkey
U.S.A
Uruguay
United Arab Emirates
Venezuela
Vietnam
West African | ARGENTINE PESO
AUSTRALIAN DOLLAR
BOLIVIANO
REAL
BRITISH POUND
BRUNEI DOLLAR
BULGARIAN LEV
CHILEAN PESO
CANADIAN DOLLAR
XAF FCFA FRANC
COLOMBIAN PESO
KUNA
CZECH KORUNA
DANISH KRONE
EURO
FALKLAND POUND
GUYANAESE DOLLAR
HUNGARIAN FORINT
RUPEE
INDONESIAN RUPIAH
ISRAELI SHEKEL
YEN
MONGOLIAN TUGRIK
MALAYSIAN RINGGIT
MEXICAN PESO
NORWEGIAN KRONE
NEW ZEALAND DOLLAR
NAIRA
SOL
PAKISTANI RUPEE
PARAGUAYAN GUARANI
PHILIPPINE PESO
POLISH ZLOTY
ROMANIAN LEU
SINGAPORE DOLLAR
SURINAMESE DOLLAR
SOUTH AFRICAN RAND
SWEDISH KRONA
SWISS FRANC
NEW TAIWAN DOLLAR
TRINIDAD & TOBAGO
LIRA
UNITED STATES DOLLAR
URUGUAYAN PESO
DIRHAM
VENEZUELAN BOLIVAR
VIETNAMESE DONG
XOF CFA FRANC
| $
Au $
Bs
R $
£
B $
Лв
CLP $
C $
FCFA
COL $
kn
Kč
DKK Kr
€
FK £
GY $
Ft
₹
Rp
₪
¥
₮
RM
MEX $
Kr
NZ $
₦
S/.
Rs
₲
₱
*zł*
lei
S $
SR $
R
kr
₣
NT $
TT $
₺
$
$ U
د.إ د.إ
Bs.F.
₫
CFA |
| | | |
[title] SUBSCRIPTIONS
[path] /
[title] Payouts
[path] SUBSCRIPTIONS/
In this section, all successful payments are track down in a single place. Here the transaction charges & VAT charges are differentiated separately to have detailed information about every transaction.
Video tutorial for payouts tab:
::embed[]{url="https://www.youtube.com/watch?v=83w2U997B9c"}
Go to **Payouts **tab from menu, you will find a page as shown below:
### **ID**
The customer's **ID** is shown here in the list.
### **Name**
The **First Name** and the **Last Name** of the customers will be listed here.
### **Company Name**
Your customer's company name will be shown here.
### **Total**
By clicking the **ⓘ** button in total column, You can view **all the subscribed plans** of your customer and also you can see the** Plan Name**, **Amount**, **Include tax**, **Tax **and **Total Amount**.
### **Tax**
It shows the tax amount if any tax was applied.
### **Method**
It shows the method of the payment for each transaction.
### **Transaction date**
The actual due date of the transaction will be shown here.
### **Payment date**
The actual payment date of the transaction will be displayed here.
### **Status**
The status of the transaction will be shown here.
Date filter drop down menu appears when filter icon is clicked, Then we can switch between Dates, Months and Year filter could be applied to view the transactions done in the respective duration.
### **Download Options:**
This list can be downloaded in the form of **Excel , CSV **and **PDF **for offline verification.
### **Refund**
In MYFUNDBOX, select the recipient from the options you wish to refund.
Once you make your selection, a pop-up will appear asking you to enter the reason for the refund.
You will also have the option to send a refund email to your customer. If you want your customer to receive a notification about the refund, check the box for **"Send Refund Email."** If you prefer not to send an email, simply uncheck the box.
After entering the refund reason and making your email choice, click the **"Refund"** button to initiate the refund process.
The refund will then be processed, and you can monitor its status by navigating to the **"Payouts"** section of your MYFUNDBOX account.
This section will provide you with updates on the progress and final status of the refund.
:::hint{type="info"}
**NOTE : MYFUNDBOX now supports refund for stripe payment methods.Refunds cannot be processed using the cash method.**
:::
[title] Unpaid subscription
[path] SUBSCRIPTIONS/Manage Subscription/
In subscription-based billing, it’s crucial to track and manage unpaid or missed payments. Here's a step-by-step guide on how to handle unpaid subscriptions, initiate payments, and verify successful transactions.
Video tutorial for Subscription billing:
::embed[]{url="https://www.youtube.com/watch?v=3J1M5cXqy-o"}
### **Locating Pending Payments**
When a customer misses a payment or a payment is due soon, this information will be displayed in two main areas of your dashboard:
- **Missed/Upcoming Payments Section**: This area provides an overview of all the missed or upcoming payments due from your customers.
- **Subscription List**: Each customer's subscription status is tracked here, and you can see if they have any pending payments directly from this list.
### **Viewing Missed/Upcoming Payments**
To dive deeper into unpaid subscriptions:
- **Navigate to the Dashboard**: In your dashboard, you will find a section labeled "Missed/Upcoming Payments." This section allows you to see all pending payments at a glance.
**Click on Missed/Upcoming Payments**: Once you click this section, it will redirect you to a detailed page where you can see the breakdown of missed payments by customer, date, and subscription.
### **Initiating Payment Reminder**
If a customer has unpaid subscriptions, you can take action to remind them and initiate payment:
- **Click on the "BOOK" Button**: On the redirected page, next to the unpaid subscription, you’ll find a "BOOK" button. This is used to notify the customer about their pending payment and initiate the payment process again.
**Redirected Page**: After clicking "BOOK," you’ll find a popup, where you can confirm that you wish to proceed with the payment initiation.
This is the redirected page after clicking on the `BOOK` button as shown below:
Then after clicking on the `Yes,Book` then the transaction gets charged and when the payment gets successful, the payment shows successful in the subscription list as shown below:
If the payment was successful this will be reflected in the Missed/Upcoming Payments.
Then for the verification that the payment was successful, look in for the **Payouts **module from the menu to find the successful transaction reflected as shown below:
[title] Subscription list
[path] SUBSCRIPTIONS/Manage Subscription/
When you **create a plan** and **Send the Pay Link** to the user as the customer completes the payment for the respective plan, all the details related to these comes under **subscription list.**
Video tutorial for changing transaction date:
::embed[]{url="https://www.youtube.com/watch?v=7lvgXqQTSVw"}
Video tutorial for checking status of subscription and upcoming transaction:
::embed[]{url="https://www.youtube.com/watch?v=gG432vWs8-E"}
You can manage subscriptions by setting `Monthly or Other Recurring Plans` in the billing type and giving the `Billing Cycle` for the** user requirements** while creating plans. Here is an example of subscription list as shown below:
Clicking on `More Info` button on the right end of each pay link. A pop up appear where you can find the **Number Of Cycles, Transaction Date, Transaction Status, and Next Transaction Entries** as shown below:
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/9pMF8SRn8OGcgVpdYC2Tv_1.png" size="80" width="1359" height="618" position="center" showCaption="false"}
### How does subscription status work?
There are three types of subscription statuses namely **Active, Cancelled, and Not Started**.
**Active- **When the Transaction is Successful.
**Cancelled- **When the End Date is set the plan gets cancelled accordingly.
Optional : You/Your customer can update the cancel reason at the time of cancelling the subscription for respective plans.
**Not Started- **When the Transaction is Pending
### **When cash payment method is used:**
Until the subscription begins the payment status remains as **none**. Once the payment is made the payment method changes accordingly.
When the payment is done only through **Cash** then it will have a `Delete Icon` and can be removed from the list. Even when the **Subscription is Active**.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/qhJXWzc9vJJlSzVYoQgTi_1.png" size="80" width="1352" height="618" position="center" showCaption="false"}
### How next renewal date can be set:
The `Next Renewal` date can be fixed only for the **Active Subscriptions** from the same month and not from the month before or after, This can be done as shown below:
When the **Date, Month, and Year** are not from the same month then the **Validation Message** pops up as shown below:
If the date is given for a month before or after then the validation pops up as **Date must be the same month and year **accordingly.
[title] Subscription status
[path] SUBSCRIPTIONS/Manage Subscription/
### 1. When subscription is active:
The **Subscription Status** is shown as **Active **when the **Transaction is Successfully** done. Even when the Transaction Status is **Disputed or Dispute Resolved** then too the Subscription Status will be shown as **Active**( i.e. the plan is still working). The **Active Subscription** will not have a **Delete Option** and cannot be removed from the Subscription list.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/MbZzWQWl6KtMi1EPLUjxZ_subscription.png?auto=format&ixlib=react-9.1.1&h=618&w=1340" size="80" width="800" height="369" darkWidth="800" darkHeight="369" showCaption="false"}
### 2. When Subscription Is Cancelled:
The **Subscription Status** is shown as **Cancelled** when the **End Date is Given**. The Subscription Status will be shown as **Cancelled **only on the date the plan ends. The Cancelled Subscription will not have a **Delete Option** and cannot be removed from the Subscription list.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/whTnf4CLHPIywa-l4DL6G_subscription.png?auto=format&ixlib=react-9.1.1&h=618&w=1336" size="80" width="800" height="370" darkWidth="800" darkHeight="370" showCaption="false"}
**Customer will receive an email when the subscription was cancelled**
When the customer cancels the the subscription, He/She will receive an e-mail about the cancelled plan and the date of the cancellation via mail as shown in the below image.
### 3. When Subscription Is Not-Started:
The Subscription Status is shown as **Not Started** when the Transaction** falls under the mentioned Transaction Status**.
- **In progress**
- **Pending**
- **Failure**
- **Refund**
- **Resolved**
- **Cancel**
- **Other**
- **Dispute Cancel**
- **Blocked**
- **Incomplete**
The Not Started Subscription will have a **Delete Option** and can be removed from the Subscription list.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/4qiDapfAlCcj3ryb8fbAH_subscription.png?auto=format&ixlib=react-9.1.1&h=623&w=1342" size="80" width="800" height="371" darkWidth="800" darkHeight="371" showCaption="false"}
[title] E-mail notifications
[path] COMMUNICATIONS/
### List of e-mail options to manage e-mails
We have many functionalities that you can notify your users via E-mails.
You can manage those E-mail notifications by selecting/unselecting the check box.
Go to **Menu **→ **Settings** → **E-mail Notifications**
If you unselect the checkbox, your customers won't receive e-mail or notifications regarding the functionality, you can check the image as shown below.
[title] Communications
[path] COMMUNICATIONS/
This section has different options to send notifications or messages to your customers about transactions. You can turn it on/off as per your requirements.
Go to **Menu** → **Settings** → **Configurations **→** Communications**
### Send SMS
By enabling this feature, your customers can receive SMS notifications for every transaction they make. You can also disable this feature to avoid sending SMS notifications for each transaction.
### Transaction Mails
By enabling this feature, your customers can receive e-mail notifications for every transaction they make. You can also disable this feature to avoid sending e-mail notifications for transactions.
### Cc for transaction mails
By enabling this feature, you can send a copy to the organizational mail-id for every transactional mail. You can disable this feature as per your requirements.
### Dunning management
By enabling this feature, you can easily manage your customer's pending mail for incomplete transactions. You can disable it as per your requirements.
### Cancel subscription mails
By enabling this feature, e-mails will be sent every time plans are cancelled. Once you disable this feature emails will not be sent.
:::hint{type="info"}
**Note: The send mail feature should be enabled for sending emails**
:::
### My portal link - One-Off payments
By default, the toggle is enabled & My Portal(One-Off) link will be shown. Once Disabled, the My Portal(One-Off) link gets hidden in Email & Invoices.
### My portal link - Recurring payments
By default, the toggle is enabled & My Portal(Recurring) link will be shown. Once Disabled, the My Portal(Recurring) link gets hidden in Email & Invoices.
[title] Integrations
[path] COMMUNICATIONS/Configurations/
Video tutorial to integrate the checkout box:
::embed[]{url="https://www.youtube.com/watch?v=4_5arfEHWlk"}
### Integrate Payment Box in Website
Integrate payment box on your website page to receive payments
We have shown the simple steps how to integrate:
:::BlockQuote
Go to **Menu** → **PLANS** →** Integrate Payment Box **→ **CLICK HERE**
:::
You can check the image as shown below:
**Step 1**: Copy the code given above.
**Step 2**: Paste it on the website page where your payment box is said to be.
**Step 3**: Payment box will be enabled on website where you have added the above code.
[title] Dunning management
[path] COMMUNICATIONS/Configurations/Integrations/
If the payment fails due to insufficient balance or any other issue, this dunning management feature notifies the customer about the failed transaction. And it will allow to retry the payment process again within the specified period of time.
**Note : This features allowed only for card payments**
## Payments
By turning on this setting, you can set a duration of days to recover the failed transactions and also you can send notification or reminder about the failed payments to the customer. This payments tab is for **One-Off payment **method only.
### **Retrying schedule**
You can edit the number of days for retrying payment process as shown below. You can also choose the **Do not retry **option to avoid retrying the payment process again.
### **Subscription Status**
If all retried payment attempts have failed within the given time, you can set the payment status as **cancelled** automatically after selecting the days from retry schedule from the dropdown menu.
If you don't want to change the payment status you can select leave the status as it is to.
## Subscription
By turning on this setting, you can set a duration of days to recover the failed transactions and also you can send notification or reminder about the failed payments to the customer. This subscription tab is for **recurring payment **method only.
### **Retrying schedule**
You can edit the number of days for retrying payment process as shown below. You can also choose the **Do not retry **option to avoid retrying the payment process again.
### **Subscription status**
If all retried payment attempts have failed within the given time, you can set the payment status as **cancelled** automatically after selecting the days from retry schedule from the dropdown menu.
You can edit the days for retrying payment process as shown below. You can also choose the **Do not retry **option to avoid retrying the payment process again.
If you don't want to change the payment status you can select **leave the status as it is** to.
[title] Configurations
[path] COMMUNICATIONS/
Configuring your functionalities under settings can be used for customizing certain modules and functions of MYFUNDBOX.
Video tutorial for configuring communications:
::embed[]{url="https://www.youtube.com/watch?v=Q6-M6p-A218"}
Go to **Menu** → **Settings** → **Configurations**
You can check the image as shown below:
[title] Webhooks
[path] COMMUNICATIONS/Configurations/
### Learn how subscription status works within MYFUNDBOX
Video tutorial to configure webhooks endpoint URL:
::embed[]{url="https://www.youtube.com/watch?v=ZZcrD4TPgcM"}
### Succeeded
When the organization ID & subscriber E-mail address matches perfectly, the subscription is active and the status will be displayed as given below:
`Input`
:::hint{type="success"}
https\://subscription.myfundbox.com/webhook?orgid=1313\&subscriberId=test\@myfundbox.com
Replace Org Id = "Your MYFUNDBOX Company ID" & subscriber Id = "Your Subscriber MYFUNDBOX E-mail Address"
:::
`Output`
```json
{
"name":"Jerry",
"username":"Jerry.Mastermann@test.de",
"telephone":"132564641651321",
"amount":"10,00",
"currency":"GBP",
"start_date":"2020-01-22",
"end_date":"",
"lastpayment_date":"",
"created_date":"2020-01-22",
"status":"active",
"description":"user exists With an active subscription"
}
```
### Failure
When there is no records or organization ID & subscriber E-mail address doesn't match, then the subscription is inactive and the status will be displayed as given below
`Input`
:::hint{type="danger"}
## https\://subscription.myfundbox.com/webhook?orgid=1313\&subscriberId=test\@abc.com
Replace OrgId = "Your MYFUNDBOX Company ID" & subscriberId = "Your Subscriber MYFUNDBOX E-mail Address"
:::
`Output`
```json
{
"status":"Inactive",
"description":"user does not exists"
}
```
[title] Endpoint URL
[path] COMMUNICATIONS/Configurations/Webhooks/
### You can configure webhooks endpoints which will notify about events that happen in your MYFUNDBOX account
**1.Endpoint URL**
You can enter any URL as the destination for events to be notified.
Information's like Name, E-mail, Telephone Number, Amount, Start date, Status and description, etc.
All this attributes can be configure with in MYFUNDBOX through Endpoint URL also all the information can pass to your required destination.
You can click on the link for a video tutorial:
::embed[]{url="https://www.youtube.com/watch?v=NVy_iwOlg4Q"}
**2.Redirect URL**
This will redirect to provided URL on successful checkout process.
You can click on the link for a video tutorial:
::embed[]{url="https://www.youtube.com/watch?v=qzexWIy_EjY"}
Go to **Menu** → **Settings** → **Configurations **→ **Webhooks.**
You can check the image as shown below:
[title] Custom domain
[path] COMMUNICATIONS/Configurations/Integrations/
How Custom Domain works?
In this custom domain section, you can use your own domain name instead of MYFUNDBOX.
Utilizing your own domain name offers several key benefits: it enhances your branding by making your site more recognizable to your customers, increases trust and credibility by showing that your business is established and professional, and provides a consistent user experience by ensuring uniformity from start to finish.
Additionally, a custom domain can improve your search engine optimization (SEO) efforts, as search engines favor unique domain names associated with the brand, potentially leading to better visibility and more organic traffic.
Overall, setting up your own domain name enhances the authenticity and professionalism of your site, making it more appealing and trustworthy to your customers, and contributing to a stronger brand presence and a more satisfying user experience.
By upgrading this feature, you can get the following benefits as shown in the below image.
### Before using custom domain feature
Before using the custom domain feature, you can see the URL and website name is MYFUNDBOX.com as shown in the above image.
### After using the custom domain feature
After using the custom domain feature, the customer can change the URL and website name as per their requirements as shown in the above image. This will give your customer a consistent user experience.
[title] Untitled
[path] /
[title] Customize your checkout page
[path] CUSTOMIZATION/
This section allows you to customize your checkout page as per customer requirements.
Video tutorial for configuring your checkout page easily with MYFUNDBOX:
::embed[]{url="https://www.youtube.com/watch?v=fqZTyWJM0PU"}
::embed[]{url="https://www.youtube.com/watch?v=JZdh5MGYdo8"}
Go to **Menu** → **Settings** → **Configurations **→** Customize Your Checkout Box**
You can check the image as shown below:
[title] 1.Brand setting
[path] CUSTOMIZATION/Customize your checkout page/
You can customize your Brand Setting by clicking the "Brand Setting" tab in the left panel.
**Change submit button text**
By default, It is displayed as "**Pay Now**". You can customize your submit button message as you prefer.
**Change background-color**
By default, It will be white background. You can customize the color by clicking on the color palette as you prefer.
**Change text color**
By default, It will be black in color. You can customize the color by clicking on the color palette as you prefer.
**Change submit button color**
By default, It will be violet color. You can customize the color by clicking on the color palette as you prefer.
[title] How to get PayPal API username, password and signature information & integrate within MYFUNDBOX Platform?
[path] PAYMENT GATEWAYS/Paypal/
How do I request API Signature or Certificate credentials?
Here is how you get your API details and integrate within MYFUNDBOX platform.
The API credentials show up in different places for different user – mainly depending on the version of PayPal admin interface, and their country.
**\*The feature is only available for Business accounts and Support only One Off payments in our Application.**
To request API Signature or Certificate credentials for your PayPal account:
- Log in to your PayPal [Live](https://www.paypal.com/home) or [Sandbox](https://www.sandbox.paypal.com/home) account.
- Go to your [Account Settings](https://www.paypal.com/businessmanage/account/accountAccess).
- In the "API access" section, click **Update**.
- Under "NVP/SOAP API integration (Classic)," click **Manage API credentials**
- If you have already generated an API Signature, then View API Signature appears. Click that option to view or [remove](https://www.paypal.com/us/smarthelp/article/how-do-i-request-api-signature-or-certificate-credentials-faq3196) your existing API Signature.
- PayPal generates your API credentials as follows:
- **API Signature credentials i**nclude an API Username, API Password, and Signature, which does not expire. These values are hidden by default for added security. Click **Show/Hide** to toggle them on and off. When finished, click **Done**.
***Remember, API credentials are sensitive information. Store them securely and never share them with unauthorized people. In case you suspect a compromise, immediately remove API signature and create a new one – following the ****steps above.*
[title] Profile
[path] CUSTOMERS/
Video tutorial for My Profile:
::embed[]{url="https://www.youtube.com/watch?v=JD5c57yn-Bs"}
In this section you can edit My Profile and Subscriptions, and explore MYFUNDBOX through Video Tutorial.
By clicking on the company's logo at the top right corner of the page, you can edit your Profile from the drop down as shown below.
[title] COMMUICATIONS
[path] /
[title] Get subscription status
[path] COMMUNICATIONS/Configurations/Webhooks/
In this tab, you can get the subscription status of your customers
Go to **Menu** → **Settings** → **Configurations **→ **Get Subscription Status.**
### Success
When the Organization ID & Subscriber E-mail address matches perfectly, the subscription is active and the status will be displayed as given below
### Failure
When there is no record or Organization ID & Subscriber E-mail address doesn't match, then the subscription is inactive and the status will be displayed as given below
[title] Create promotion code
[path] TAX & COUPONS/Promotion code/
You can create your own promotion code for discounts.
1. Navigate to **Settings →** **Tax & Coupons**
2. Select **Promotion code** from side menu
3. Then Click **Add Promotion Code** in right corner
4. In Add Promotion code Popup, give promotion code as per your business need
5. Then select promotion code type as **Percentage** or **Fixed amount**
6. Select your optional checkbox
- Set expiry date for promotion code
- Limit the number of times this code can be redeemed
- Limit the number of times subscription code can be redeemed
- Set a minimum amount for promotion code can apply to
7. Now click on `Add promotion code` to create the promotion code.
[title] HUBSPOT
[path] INTEGRATION/SALES CRM/
### **INTRODUCTION**
This document describes how User can create an Account in Hubspot software and get Keys and credentials to connect to MYFUNDBOX product.
****
**Connect MYFUNDOX to Hubspot with credentials**
### **Step 1: Create a HubSpot Account**
Visit HubSpot Portal:
👉 *HubSpot |*[ Software & Tools for your Business](https://www.hubspot.com/)
Click Log In.
If you do not have an account, click Sign Up or Create an account and complete the registration process.
### **Step 2: If already having an account, Sign In**
Go to:
👉 [https://app.hubspot.com/login ](https://app.hubspot.com/login)
Enter your Email and Password and click **Log In**.
### **Step 3: Create an App**
Click the **Development** module from the left sidebar (as shown in Figure 1.0).
Fig 1.0
Click Legacy Apps & Click Create Legacy App. (as shown in Figure 1.1).
Fig 1.1
Choose Public App and click Create (as shown in Figure 1.2).
Fig 1.2
**Create public app with Redirect URL & Scopes**
- Enter App Name
- Click Auth module (as shown in Figure 1.3).
- Navigate to Redirect URIs, then add the following URIs (as shown in Figure 1.4) and Click the “Add New Scopes”(as shown in Figure 1.5) add the necessary scopes (as shown in Figure 1.6) click Create app
- [https://app.myfundbox.com/HubspotOAuthResponse.jsf](https://app.myfundbox.com/https://app.myfundbox.com/HubspotOAuthResponse.jsf)
Fig 1.3
Fig 1.4
Fig 1.5
**After adding this Scopes Click Create App, your app is ready **
### **Step 4: Get the ClientId, Client secret and App Id**
Sing in your hubspot Account
Navigate to **Development > Legacy Apps > Your App > Auth** (as shown in Figure 1.7)
Fig 1.7
### **Step 5: Get the Api key**
Sign in your hubspot Account
Navigate to Development > Keys > Developer API key
Click create key, it will create (as shown in Figure 1.7.1)
Get the api key from this module
Fig 1.7.1
**Now Client Id, Client Secret, App Id, API Key is Ready**
### **Step 6: Connet MYFUNDBOX to Hubspot with credentials**
Sign in to MYFUNDBOX
Navigate to **Configuration > Integration > Sales Crm > Hubspot** (as shown in Figure 1.8)
Fig 1.8
Click get Started and it will navigate like (as shown in Figure 1.9)
Fig 1.9
- Give the Client Id, Client Secret, App Id, Api Key
- Click Connect
- Navigate to Hubspot Authenticate page (as shown in Figure 2)
Choose Your Account
Fig 2
- It will navigate to Authentiaction accses page (as shown in Figure 2.1)
- Tick the checkbox and Click Connect app
It will connect and redirect to myfubdox integration page(as shown in Figure 2.2)
Fig 2.1
Fig 2.2
**Manage Configuration **
- Enable/Disable Hubspot
- Delete Hubspot
**Enable/Disable Hubspot**
Sign in to MYFUNDBOX
Navigate to **Configuration > Integration > Sales Crm > Hubspot** (as shown in Figure 2.3)
Fig 2.3
Click the** More Info > Configuration tab **(as shown in Figure 2.4)
Fig 2.4
**Delete Hubspot**
Click the** More Info > Configuration tab **(as shown in Figure 2.5)
Click Delete and click Yes Delete for delete this connection (as shown in Figure 2.6)
Your Hubspot connection as been deleted (as shown in Figure 2.7)
Fig 2.5
Fig 2.6
Fig 2.7
**Manage Hubspot Details**
- Contact
- Line item
- Deal
**Contact **
### **How to create a contact**
### **Step 1: **
**Go to Home > CRM > Contacts > Add New > Create New **
### **Step 2: **
**Give the details as name and email is “Madatory feilds”, Address feilds is optional (as shown in Figure 3) **
### **Step 3: **
**Click Create your contact as been created (as shown in Figure 3.1) **
Fig 3
Fig 3.1
**Line Item**
:::Heading{depth="3" indent="6"}
**How to create a line item**
:::
### **Step 1: **
**Go to Home > Commerce> products> Add product> Create product **
### **Step 2: **
**Enter the required details — Name and Amount are mandatory fields, All other fields are optional. Since no billing details were provided, the system will automatically select the default option, which is One-Time (as shown in Figure 4, 4.1) **
### **Step 3: **
**Click create your product is created**
Fig 4
Fig 3.1
**Deal**
:::Heading{depth="3" indent="2"}
**How to create a deal along with contacts and line items**
:::
### **Step 1: **
**Go to Home > CRM > Deals > Add deals > Create New**
### **Step 2:**
** Enter the required details — Name (as shown in Figure 5)**
### **Step 3: **
**Scroll the end of the form **
### **Step 4: **
**Add the Contact in Contact feild (as showm in Figure 5.1)**
### **Step 5: **
**Add the Product in Line item feild (as showm in Figure 5.2)**
### **Step 6: **
**Click producr it will added**
### **Step 7: **
**Click create the deal as been created (as showm in Figure 5.3)**
Fig 5
Fig 5.1
Fig 5.2
Fig 5.3
**HubSpot → MYFUNDBOX Sync Instructions**
**Trigger Condition**
The integration is event-based.
**Primary Trigger:**
- Deal stage changes to **Closed Won**
**Non-Trigger Stages:**
- All other deal stages must not initiate sync.
**Pre-Sync Validation Rules**
Before processing a Closed Won deal, the following validations must pass:
1. Deal must have **exactly one associated Contact**
2. Deal must have **at least one Line Item**
3. Multiple Line Items are allowed
4. If any validation fails → Do not process the deal
**Sync Actions (Closed Won)**
When validation passes:
- Sync Deal details
- Sync associated Contact details
- Sync all Line Items
- Create or update subscription in MYFUNDBOX
- Generate and send Paylink to customer
**Reverse Status Handling**
**Closed Won → Closed Lost**
Action: Cancel the related subscription in MYFUNDBOX
**Closed Lost → Closed Won**
Action:
- Reactivate existing subscription
- Send reactivation email
- Include login link in email
**Post-Connection Rule**
- Deals marked Closed Won **before integration connection** must not sync.
- Only deals changed to Closed Won **after connection activation** should trigger sync.
[title] Affiliate account
[path] /
Affiliate account is when you help to promote and sell myfundbox. From that you will receive a certain percentage of the profits
from any sales that were made through your efforts. It's a great way for you to get rewarded for all successful sales you generate.
### Plans
In your affiliate account you are not able to create plans. But you can able to edit the default plan name, tax, billing cycle and plan amount by enabling the edit icon on the top right corner in plans section.
### Customers
In customers section you can see the list of your customers.
### Payment Gateway
At this time in myfundbox, the only payment gateway that you can connect to your affiliate account is Stripe.
[title] Untitled
[path] /
[title] Untitled
[path] /
[title] Import
[path] REPORTS & IMPORTS/
We can import Bank Details, Customer Details, and Subscription Details in Excel which are given in the xlsx, xls, and CSV format.
Video tutorial for import subscription in MYFUNDBOX with SEPA:
::embed[]{url="https://www.youtube.com/watch?v=ce-0O2HLeLA"}
### To import bank details
Follow these steps to import bank details.
Go to **Menu **→ **Settings → Import → Bank**
### To import customers' details
Follow these steps to import customers.
Go to **Menu **→ **Settings → Import → Customers**
### To import subscription details
Follow these steps to import subscription details.
Go to** Menu **→ **Settings → Import → Subscription**
[title] Untitled
[path] INTEGRATION/
[title] Untitled
[path] /
[title] Untitled
[path] INTEGRATION/
[title] Sage Active
[path] INTEGRATION/ACCOUNTING AND INVOICING/
### INTRODUCTION
This document describes how a user can create an account in Sage Active, create an application, obtain API credentials (Client ID and Client Secret), and integrate Sage Active with the MYFUNDBOX application for invoicing purposes.
**STEPS **
### Step 1: Create a Sage Account
Visit the Sage website and click on 'Log in or create an account'. Enter your email address and complete the registration process.
### Step 2: Sign in to Sage Active
If you already have a Sage account, sign in using your registered email. From the product list, select Sage Active.
### Step 3: Create a Company in Sage Active
Create or select a company and complete all mandatory business details.
### Step 4: Access Application Settings
Navigate to Settings → Apps to manage applications.
### Step 5: Create a New App
Click 'Add a new app' and fill in the required details.
### Step 6: Configure Callback URL & Permissions
Add the callback URL exactly as provided and enable required permissions.
### Step 7: Get Client ID & Client Secret
Copy the generated Client ID and Client Secret.
### Step 8: Connect Sage Active in MYFUNDBOX
Enter the credentials in MYFUNDBOX to complete the integration.
- Sign in to **MYFUNDBOX**.
- Navigate to **Configuration** → **Integrations** → **sage **→ click the **Connect** button (as shown in Figure 1.6).
- A pop-up will open. Enter the Valid **client Id** and **client Secret from sage**, then click **Save** (as shown in Figure 1.7).
- If you enter invalid keys, you will not get connected.
You will see a notification confirming that your sage keys have been stored Successfully
### Step 9: To Enable/Disable/Delete Connections
In **Manage sage**, you can enable or disable the sage connection by clicking the toggle button by clicking more info button.
To Delete
- If you want to delete or disconnect the sage account, click the **Delete** button and then click **Yes, delete it** (as shown in Figure 1.10).
- Your connection will be revoked.
- If you disconnect the connection, you will lose all sage connection credentials from **MYFUNDBOX**.
- To reconnect, you will need to follow the process starting from **Step 4.**
LIMITATIONS
1\. Tax Percentage Support: Only 7% and 19% supported.
2\. Tax Type: Only Exclusive tax supported. Inclusive tax not supported.
3\. Currency Support: Only European currencies supported.
4\. Account Type: Only Paid Sage Active accounts supported. Free trials not supported.
[title] Apply coupon
[path] TAX & COUPONS/Coupons/
### Applying coupons in invoice
You can apply any coupons in the invoice you create, Go to **Menu** **→** **Invoice** **→** **Create Invoice** as shown:
In the Create invoice page, you can see coupons column, there you can select and apply a coupon that you have created.
:::hint{type="info"}
**NOTE : Coupons are only applicable for Invoices**
:::
[title] Untitled
[path] /
[title] Quickbooks
[path] INTEGRATION/ACCOUNTING AND INVOICING/
## **QUICKBOOKS **
### **INTRODUCTION:**
This document describes how a user can create an account in QuickBooks software and get keys and credentials to connect to the MYFUNDBOX product.
### **STEPS:**
### Step 1: Create an Intuit Developer Account
- Visit [Intuit Developer. ](https://developer.intuit.com/app/developer/homepage)
- Click Sign Up or Create an account.
###
**Step 2: If you already have an account, sign in.**
### **Step 3: Add the Redirect URIs in your settings.**
- Click the workspace you have (as shown in the figure Fig. 1.0).
- Navigate to Settings → Redirect URIs → Production, then add the following URIs and click Save (as shown in Figure 1.1):
- [https://subscription.myfundbox.com/QuickBooksOAuthResponse.jsf ](https://subscription.myfundbox.com/QuickBooksOAuthResponse.jsf)
- [https://app.myfundbox.com/QuickBooksOAuthResponse.jsf ](https://app.myfundbox.com/QuickBooksOAuthResponse.jsf)
Fig 1.0
Fig 1.1
### Step 4: Collect Keys & Credentials (Client ID & Client Secret)
- Navigate to **Keys & Credentials** (as shown in Figure 1.2).
- Click Production → Show Credentials, then copy the Client ID and Client Secret (as shown in Figure 1.2).
Fig. 1.2
### **Step 5: Connect QuickBooks in MYFUNDBOX**
- Sign in to **MYFUNDBOX**.
- Navigate to **Configuration** → **Integrations** → click the **Get Feature** button (as shown in Figure 1.3).
- A pop-up will open. Enter the **Client ID** and **Client Secret**, then click **Save** (as shown in Figure 1.4).
Fig 1.3
Fig. 1.4
- You will be redirected to QuickBooks to connect your account (as shown in Figure 1.6).
- Click Connect to establish the connection.
- After a successful connection, you will see Connected in the QuickBooks module of your MYFUNDBOX account (as shown in Figure 1.7).
Fig 1.6
Fig. 1.7
### **Step 6: To Enable/Disable/Delete Connections**
### **6.1 For Enable/Disable Connections**
- In **Manage QuickBooks**, you can enable or disable the QuickBooks connection by clicking the toggle button (as shown in Figure 1.8).
- This only enables or disables the connection; it does **not** fully disconnect it
### ** 6.2 For Delete Connections**
- If you want to delete or disconnect the QuickBooks account, click the **Delete** button and then click **Yes, delete it** (as shown in Figure 1.8).
- Your connection will be revoked.
- If you disconnect the connection, you will lose all QuickBooks connection credentials from **MYFUNDBOX**.
- To reconnect, you will need to follow the process starting from **Step 5.**
Fig 1.8
### **Step 7: Mandate to update In QuickBooks Account After Connection:**
- After connecting, it is mandatory to disable the custom transaction number in your QuickBooks account (as shown in Figures 1.9 and 1.10).
- Click the **Settings** icon in the top right corner.
- Click **Account and Settings**.
- In the left tab, navigate to **Sales**.
- Click **Custom fields**, disable **Custom transaction numbers**, and save the changes.
- After saving, click **Done**.
Fig 1.9
Fig 1.10
[title] Create coupon
[path] TAX & COUPONS/Coupons/
### You can create coupon and apply it for any invoices that you create
Go to **Menu** **→** **Settings** **→** **Tax & coupons**
You can check the image as shown below:
When you select **Tax & coupons** menu, You have **coupons **tab in the left menu
- Select the **Coupons **tab, Coupons table will be listed
- Click on **Add Coupon** button on the top right corner and a pop up will be shown
- Enter the **Coupon Code** & **Coupon percentage, Expiry date for the coupon **and** Limit the number of times coupons can be redeemed.**
- Click **ADD COUPON** button to add your coupon.
###
[title] Fastbill
[path] INTEGRATION/ACCOUNTING AND INVOICING/
### INTRODUCTION:
This document describes how User can create an Account in FastBill software and get Keys and credentials to connect to MYFUNDBOX product.
### STEPS:
### Step 1: Create an FastBill Account
• Visit FastBill
• Click Sign Up or Create an account
### Step 2: If already having an account Sign In
### Step 3: Get Credentials
- Go to yourprofile setting and get your login email Id and the FastBill API Key (as shown in Figure 1.1 & Figure 1.2).
Figure 1.0
Figure 1.1
### Step 4: Connect FastBill in MYFUNDBOX
- Sign in to **MYFUNDBOX**.
- Navigate to **Configuration** → **Integrations** → **FastBill** → click the **Connect** button (as shown in Figure 1.2).
- A pop-up will open. Enter the **FastBill Email** ,**FastBill API Key** and mandate to choose Currency supported by your FastBill Account then click **Save** (as shown in Figure 1.3).
• Navigate to **Configuration** → **Integrations** → **FastBill** → click the **Connect** button (as shown in Figure 1.2).
• A pop-up will open. Enter the **FastBill Email** ,**FastBill API Key** and mandate to choose Currency supported by your FastBill Account then click **Save** (as shown in Figure 1.3).
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/CdgvfOi16hNgeu3q0VVdS_image.png" size="100" isUploading="false" width="975" height="248" showCaption="false" indent="1"}
Figure 1.2
Fig 1.3
- After a successful connection, you will see Connected in the FastBill module of your MYFUNDBOX account (as shown in Figure 1.4).
****
Fig 1.4
### Step 6: To Enable / Disable / Delete Connections
### **6.1 For Enable / Disable Connections**
- In **Manage FastBill**, you can enable or disable the FastBill connection by clicking the toggle button (as shown in Figure 1.5). by clicking more info button (as shown in Figure 1.4).
Fig 1.5
- This only enables or disables the connection; it does **not** fully disconnect it
### **6.2 For Delete Connections**
- If you want to delete or disconnect the FastBill account, click the **Delete** button and then click **Yes, delete it** (as shown in Figure 1.5).
- Your connection will be revoked.
- If you disconnect the connection, you will lose all FastBill connection credentials from **MYFUNDBOX**.
- To reconnect, you will need to follow the process starting from **Step 4.**
• To reconnect, you will need to follow the process starting from **Step 4.**
### **Limitations **
- Since FastBill does not support webhooks, it is not possible to sync bank transfer status updates. As a result, even if an invoice is marked as paid in FastBill, it will continue to show a pending status in MYFUNDBOX.
- The invoice will be created only for the plan that matches the currency you selected during the connection. The currency you provide must also match the currency set in your FastBill account profile.
### Download Due Invoice
- If you connect to FastBill and create a pay link, the due invoice will be generated automatically. You can then download the due invoice from the Customer/Donor Portal by using the Due filter also you can use the retry option to pay.
[title] Edit tax
[path] TAX & COUPONS/Tax/
Go to **Settings → Tax & Coupons → Tax**
### To edit tax region
Click the **Region** of the tax that you want to edit or update and then regions will be listed as shown below, Select the region, make the changes and press the **🗸** icon to update your region.
### To edit tax type
Click the **Type** button of the tax that you want to edit or update and then tax types will be listed as shown below, select the type, make the changes and press the **🗸** icon to update your tax type.
### To edit the custom label
Click the **Custom label **button of the tax that you want to edit or update and then type the name as per your requirements and press the **🗸** icon to update your custom label.
### To edit the tax rate
Click the **Tax rate** button of the tax that you want to edit or update and then type the tax rate as per your requirements and press the **🗸** icon to update your tax rate.
### To edit the tax status
Click the **Status** button of the tax that you want to edit or update and then select the status **Active/Inactive** and press the **🗸** icon to update your status of the tax.
[title] D.VELOP
[path] INTEGRATION/Digital Signature /
***PROJECT :*** MYFUNDBOX – SUBSCRIPTION
### **Step : 1. INTRODUCTION**
This document describes how users can integrate Dvelop e-signature platform with **MYFUNDBOX** to require legally binding agreement signatures before processing subscription payments and one-time transactions.
### **Step : 2. D.velop Account Setup**
### **2.1 Access D.velop Cloud Portal**
- Navigate to [https://my.d-velop.cloud/ ](https://my.d-velop.cloud/)
- Sign in using your Dvelop administrator credentials
- Click the settings button at the top-left corner.
- Click the d.velop cloud management
- Here you will see the Organizations that has been created by you.
- Create an organization, click the + symbol at the top right corner.
- Create a tenant by clicking on the + symbol at the right side of the page
- You need to choose a tenant name; that will be your d.velop URL to login to your d.velop cloud tenant account and it is the tenant ID
- Click the Subscribe button.
- Click Start Now.
- In Organizations page, you can see your organization and your contact details
- Click the red link to navigate to your dashboard
- After navigating purchase the digital sign module. Click the sign app purchase link.
- [https://my.d-velop.cloud/center/subscription?app=signfree\&affiliate=dvelop-store](https://my.d-velop.cloud/center/subscription?app=signfree\&affiliate=dvelop-store)
### ***2.2 How to get client credentials***
- After seeing the dashboard, click configuration.
- Navigate to the column named as “OpenID Settings”
- Click Settings of the OpenID provider
- Click Add Configuration.
- Give a name and then in Redirect URL -> Replace ngrok URL with our application domain URL
:::Paragraph{indent="1"}
[( https://subscription.myfundbox.com/DvelopOAuthResponse.jsf )](https://subscription.myfundbox.com/DvelopOAuthResponse.jsf)
:::
- Click Scope and give validity of refresh token as 720 hours (30 days).
- Click Save.
- You will get a client ID and client secret.
- Copy the Client ID and Client Secret.
### **Step : *****3. Connecting D.velop with MYFUNDBOX :***
- In our Subscription application, click Configuration.
- Click Integration
- Scroll to the bottom; You will see the Digital Signature – D.velop along with Docusign
- Click Get Started.
- A modal with the required fields of client id, secret, tenant Id
- Paste all the required credentials and click Connect.
- Tenant Id is the created tenant name in D.velop.
- You can see your app name.
- Click Grant access.
- It will be redirected and the modal will open to the templates tab.
- Select a template. Without selecting a template d.velop will remain inactive.
- After selecting the template , you can see dvelop is connected. The connection will be active for 30 days.
- After 30 days, need to reconnect the d.velop integration as mentioned from the start of this step 3.
### **Step : *****4. Manage Configuration***
- **Enable/Disable D.velop**
- **Delete D.velop.**
### ***4.1 Enable/Disable D.velop***
- After connection, Click More Info -> Configuration
- You can enable/disable d.velop. If disabled, the sign agreement functionality will not work.
### ***4.2 Delete D.velop***
- Click the** More Info > Configuration tab **
- Click "Delete" and click "Yes." Delete to delete this connection.
- Your D.velop connection will be deleted
### **Step : *****5. How to Sign an Agreement ***
- Before paying for the subscription, sign the agreement for the subscription.
- Click Sign the Agreement
- You will see a popup as Send Email.
- Click Send Email
- Click Continue.
- The agreement document will be sent to the email for signing.
- Click Next
- Then, click Sign
- Click Create and place your sign correctly inside the document
- Click Finish.
- You will see the signed page.
- Enter all the required details and click Pay Now.
- Navigate to the customer portal
- After paying, you can see the envelope details inside the customer portal.
- You can download your signed document by clicking the download icon in the Action column.
[title] FRESHBOOKS
[path] INTEGRATION/ACCOUNTING AND INVOICING/
## **FRESHBOOKS \[MYFUNDBOX]**
**INTRODUCTION: **
This document describes how a user can create an account in FreshBooks software and get keys and credentials to connect to the MYFUNDBOX product.
### **STEPS**
### **Step 1: Create an FreshBooks Developer Account**
- Visit [FreshBooks signup ](https://auth.freshbooks.com/service/auth/integrations/sign_up)
- Click Sign Up or Create an account
### **Step 2: If already having an account, sign in.**
### **Step 3: Add the Redirect URIs in your settings and add scopes**
- Click the create new app (As shown in the figure Fig 1.0)
- Navigate to Redirect URIs, then add the following URIs (as shown in Figure 1.1) and add the necessary scopes (as shown in Figure 1.2) click Save Settings
- [https://subscription.myfundbox.com/FreshBooksOAuthResponse.jsf ](https://subscription.myfundbox.com/QuickBooksOAuthResponse.jsf)
- [https://app.myfundbox.com/FreshBooksOAuthResponse.jsf ](https://app.myfundbox.com/QuickBooksOAuthResponse.jsf)
Fig 1.1
Fig 1.2
### **Step 4: Collect Keys & Credentials (Client ID & Client Secret)**
- Navigate to **Client ID & Client Secret **below to the Redirect URIs (as shown in Figure 1.3) copy those keys
Fig 1.3
### ****
### **Step 5: Connect FreshBooks in MYFUNDBOX**
- Sign in to **MYFUNDBOX**.
- Navigate to **Configuration** → **Integrations** → **FreshBooks** → click the **Connect** button (as shown in Figure 1.4).
Fig 1.4
- A pop-up will open. Enter the Client ID and Client** Secret**, then click Save (as shown in Figure 1.5).
Fig 1.5
- You will be redirected to FreshBooks to connect your account.
- Click Connect to establish the connection.
Fig 1.6
- After a successful connection, you will see "Connected" in the FreshBooks module of your MYFUNDBOX account (as shown in Figure 1.6).
### **Step 6: To Enable/Disable/Delete Connections**
**6.1 For Enable/Disable Connections**
::Image[]{src="https://app.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/mR__xJGWK7AT67IxUR41Q_.blob" size="70" width="609" height="216" position="center" showCaption="false"}
Fig 1.7
- **In Manage FreshBooks**, you can enable or disable the FreshBooks connection by clicking the toggle button (as shown in Figure 1.7) or by clicking the more info button (as shown in Figure 1.6).
- This only enables or disables the connection; it does **not **fully disconnect it
**6.2 For Delete Connections**
- If you want to delete or disconnect the FreshBooks account, click the **Delete** button and then click **Yes, delete it** (as shown in Figure 1.7).
- Your connection will be revoked.
- If you disconnect the connection, you will lose all FreshBooks connection credentials from **MYFUNDBOX**.
- To reconnect, you will need to follow the process starting from **Step 5.**
[title] General Data Protection Regulation (GDPR)
[path] SECURITY & COMPLIANCES/
At **MYFUNDBOX**, we know how critical data privacy is in today’s digital-first world. The EU and UK **General Data Protection Regulation (GDPR) **sets the global benchmark for data protection—and we’ve built MyFundBox to help you stay compliant while keeping your business data secure and your customers’ trust intact.
## Overview
GDPR compliance isn’t a premium add-on—it’s included for **every MYFUNDBOX customer** across all subscription plans.
## Limitations to Keep in Mind
While GDPR sets high standards, it’s important to understand its boundaries:
- **Geographical reach**: GDPR applies within the EU and UK and to data transferred outside. Businesses operating globally may face varying standards.
- **Business size impact**: Startups and smaller teams may struggle with the cost and complexity of GDPR compliance.
- **Data transfers**: Standard Contractual Clauses (SCCs) offer a lawful route for EU-to-US transfers, but they’re not always a perfect fit.
- **Enforcement variations**: EU member states and the UK may interpret and enforce GDPR differently.
- **End-user awareness**: GDPR only works if people know their rights—but not all users do.
## Definition
Data hosting with MYFUNDBOX provides flexible options for your data storage across different geographic locations. Adhere to regional regulations with our uniformly compliant and high-performance data centers in the United States and Europe.
## Key Benefits with MYFUNDBOX
- **Stay compliant, stay confident**: With **EU & US data centers**, MYFUNDBOX helps you meet regional data residency requirements with ease.
- **Control where your data lives:**Choose your preferred hosting region when you set up your MYFUNDBOX account. (Note: some processing may still occur outside your chosen region, including outside the EU.)
- **End-to-end coverage**: From dashboards to APIs, webhooks, exports, and hosted pages—**all your data is handled within your selected region**.
- **Seamless performance everywhere:**Experience the same **speed, reliability, and GDPR compliance** across every MYFUNDBOX data center.
## Key Details
- **Privacy as a right**: In the EU, privacy isn’t optional—it’s a **fundamental right**. Businesses must protect personal data.
- **Data transfer history**: After the fall of **Safe Harbor** and the **EU–US Privacy Shield**, **Standard Contractual Clauses (SCCs)** became the legal backbone of EU–US transfers. Today, the **Data Privacy Framework (DPF)** adds further safeguards. MyFundBox supports SCCs and aligns with the latest DPF provisions.
- **SCCs explained**: These are pre-approved legal terms from the EU Commission that make international data transfers lawful.
- **Data subject rights**: GDPR gives your customers rights over their data—including access, correction, deletion, and portability.
## MYFUNDBOX Support for EU Merchants & Customers
MYFUNDBOX makes compliance simple for businesses in the EU and UK:
- **EU Data Hosting** – Keep your data close to home with our secure European data centers.
- **Privacy Contact in Europe** – A dedicated privacy representative to ensure smooth compliance.
- **Data Protection Agreement (with SCCs)** – Built-in legal safeguards for safe and lawful international data transfers.
With MYFUNDBOX, you get **trust, compliance, and peace of mind—out of the box.**
[title] Steps to edit team
[path] TEAMS/USERS/Teams/User Creation /
In this section, you can edit or update your team members details, roles, information by clicking the **edit icon** on the top right corner for all the below steps as shown below
### **To edit user role**
To edit the role of the user, click on the **user role** column of the respective team member that you want to edit and select the role to update the user role.
### **To edit name of the team member**
To edit the name of the user, click on the **First Name** or **Last Name** of the respective team member that you want to edit and then press the** 🗸** icon to update name of the team member.
### **To edit the language of the team member**
To edit the language of the user click on the **Language** column of the respective team member that you want to edit and then press the** 🗸** icon to update language of the team member.
### **To edit the phone number**
To edit the phone number of the user click on the **Phone** column of the team member that you want to edit and then press the** 🗸** icon to update Phone number of the team member.
### **To edit the status **
To edit the status of the user click on the **status **column of the respective team member that you want to edit and then press the** 🗸** icon to update Phone number of the team member.
### **To edit the organization name**
To edit the organization name of the team click on the **organization name** button of the team member that you want to edit and enter the name of the organization and then press the** 🗸** icon to update organization name of the team member.
[title] Xero
[path] INTEGRATION/ACCOUNTING AND INVOICING/
### **xero User Documentation**
This document describes how a user can create an account in Xero and use it in the MYFUNDBOX subscription product.
### **Creating a Xero Account **
Step 1: Go to xero.com and click on Try xero for free button
Step 2: Enter your details and click on the next button.
Step 3: You will get notified for confirmation; go to your entered email for confirmation mail.
Step 4: Click on let’s get started
Step 5: Enter you new password and click "Activate Your Account."
Step 6: Enter your business details and click "Start Trial."
Step 7: you will be asked some questions to personalize your account
### **Retrieving credentials from xero**
Step 8: Go to xero developer.com and enter the same mail id and password used in xero.com to log in to the Xero developer account.
Step 10: Enter the app name and type of your app
Step 11: Give your application URL and redirect URI for your app and click on "Create App."
Step 12: go to configuration in xero developer login after clicking the app you created
Step 13: click on the "Generate a Secret" button.
Step 14: copy the credentials and go to MYFUNDBOX subscriptions page
### ****
### **Connecting to MYFUNDBOX Subscription**
Step 15: Go to the MYFUNDBOX subscription, click on the configuration module, click on the integration section, and click on connect to Xero.
Step 16: enter the client and client secret from the xero developer account and click on save button
Step 17: click continue with the organization selected in the redirect page
Successfully connected to xero
### **Xero connection configuration**
Step 1: Click on the green toggle button to enable and disable xero. Also delete button can be used to delete xero from MYFUNDBOX.
### ****
### **Xero tax rates and account codes**
Step 1: Go to xero login and click on Accounting in the top bar
Step 2: click on Advanced and go to tax rates
Step 3: Create a custom tax rate and give a name to display in invoice, Also fix a percentage rate to apply for the invoice:
Step 4: after creating a custom tax rate, assign this rate in the chart of accounts; for that, click on Accounting in the top bar again and look for the Chart of Accounts option:
Step 5: Now search for the type of tax you are looking for and click on it. A tab will pop up where you can assign the tax rate you created and customize the account code for that type of tax, which is important to create invoices with the tax you created in Xero.
Step 6: To apply the tax you created in Xero for the invoice of the payments from Xero, you need that account code from the chart of accounts page where you assigned your custom tax rate. Now open your Myfundbox subscription and go to configuration and click on the More info button on Xero.
Step 7: Click on more info and enter the account code and select the invoice type you want to create the invoice from MFB after integrating xero and click save button for both.
[title] Untitled
[path] INTEGRATION/
[title] Brevo
[path] INTEGRATION/EMAIL MARKETING /
### INTRODUCTION:
**Brevo **is a powerful newsletter platform that helps businesses design, send, and track email newsletters with ease. It enables consistent delivery, audience segmentation, and performance insights to engage subscribers effectively
### **Step 1:**
- Go to ***https\://www\.brevo.com/*** → Click **"Sign In"**
- Enter your email, create password
- Complete email verification
- You now have a Brevo accoun
### ** Step 2: Get Your API Key**
**In Brevo *****:*** Log into your Brevo account
- Click your profile → **Settings**→**"SMTP & API"**
- Click **"API Keys"** tab
- Click **"Generate New API Key"**
- Name it.
- Click **"Generate"**
- **COPY** the key shown (it only shows once!)
### **Step 3: Connect to MYFUNDBOX**
- Log into your **MYFUNDBOX** account
- Go to: **Configuration → Integration**
- You can see Brevo Newsletter in middle of the other integrations nearby Mailchimp Newsletter
- Click the** Brevo** connect button
- **Paste** your API key in the box
- Click **"Connect"**
✅ **Connection successful! **Your dashboard now shows "Connected"
### **Dashboard - Three Tabs After Connection:**
### **Tab 1: Keys**
- **Shows:**●●●●●●●●●●●●●●●●●●●● (your hidden API key)
- **Help button: **Links to Brevo guides
### **Brevo API Guide :**
### **Tab 2: Configuration**
**ON/OFF Switch:**
- **GREEN (ON) **= New customers auto-sync immediately
- **BROWN (OFF) **= No auto-sync.
**Delete Button:**
- Confirmation popup appears first
- Removes the connection completely
### **Tab 3: Sync (Visible when switch is ON) - Three Buttons:**
- **Sync Newsletter enabled Customers**
- Customers who enabled newsletter checkbox
- **Sync Recurring Cancelled**
- Customers who stopped recurring donations
- **Sync Recurring Customers**
- Monthly/regular giving customers
**For New Donations:**
**Nothing to do!** System automatically sync contacts when Brevo newsletter is enabled :
- Checks if customer opted-in for newsletter
- Adds to correct lists based on donation type
**For Existing Customers:**
Click sync buttons to:
- Update recently added customers
- Add customers who missed auto-sync
***I*****mportant Note :**
- In Customize your checkout page tab , you can see** Newsletter** module, it will be automatically enabled if we connected any one of the newsletter.
- If we disable the newsletter toggle, a warning popup will show as Brevo is connected.
- If we click disable button, it will disable both the toggle and the Brevo newsletter in the integration tab.
- You can see a checkbox named as **“I want to stay connected – sign me up for the newsletter”. **If someone checks this box and donates, he will be synced to the lists/tags.
**MultipleDBox checkout page : **
**OVP checkout page :**
- After donating for a recurring plan, the customers will be synced to the recurring list and newsletter enabled customer lists in the Brevo newsletter account .
- We can see the Recurring customers in the Subscription module which is in the left side of the dashboard
- If the end date has been set or cancelled a plan by a customer in the Subscription module, the recurring cancelled customers will be synced to the lists/tags of Brevo Newsletter account as Recurring Cancelled customers and also if the customer reactivates the plan again they will be removed from recurring cancelled list.
- You can see the **Lists** section in the left side of dashboard under CRM.
[title] Analytic / Reports
[path] REPORTS & IMPORTS/
Video tutorial for checking and downloading report:
::embed[]{url="https://www.youtube.com/watch?v=sOXoqT6AZkQ"}
- This section provides details that enable you to track the revenue earned through subscriptions.
- Date filter drop down menu appears when filter icon is clicked, Then we can switch between Dates, Months and Year filter could be applied to view the transactions done in the respective duration according to each plan.
### **Download Reports**
You can download the reports for each plan by clicking on the **EXCEL** icon for offline verification as given below:
### **Year Filter**
By enabling this filter, your previous year's subscription reports are displayed for each plan.
### **Filter option**
Selecting the date filter on the top right corner, you can also view your past reports by using this filter option to customize the required days.
[title] Papierkram
[path] INTEGRATION/ACCOUNTING AND INVOICING/
This document describes how a user can create an account in papierkram and use it in the MYFUNDBOX subscription product.
### **limitations**
- Euro is the only supported currency.
- Valid tax rates are 0%, 5%,7%,16%, and 19%.
- In the trial account, you can send up to 5 emails per day in Papierkram. To increase this limit, please upgrade to a paid account.
### **Instruction (Invoice Status)**
The invoice is recorded as paid in our system but remains unpaid in Papierkram—please update the status to maintain synchronization.
- Click on the option shown below
- Select the **Invoice** option to open and manage the invoice details.
- Select the invoice whose status you want to update.
- Select the **Record Payment** option to update the invoice payment details.
- Click on **Intake**; once selected, it will switch to **Output **— then click **Save** to confirm.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/qIIbuUMrcfMN-Ul96o3bl_.blob" size="58" width="363" height="261" position="center" showCaption="false"}
**“This action will update the invoice status from unpaid to paid.”**
### ** Create papierkram account**
- Go to “https\://www\.papierkram.de” and click on the “Start Now” button.
Start your account by entering your email, then click “Let’s go.”
- Check your email to confirm your account
- Open the email you received and click “Go to my account”
- Enter your credentials to continue.
- Enter your access credentials. Be sure to store your domain name, as it is mandatory during the connection process.
- After finishing, proceed by clicking “Log in now.”
- Once you’ve entered your login details, check your Gmail for the security code. Enter the code and click “Further.”
**Setup finished — you can start using your account right away.**
### **To get Access Token**
- Click on settings button
- click on the option shown below
- Enter a name for the token, then click “Create New Token.”
- Keep the access token safe, since it’s required for establishing the connection.
**Your access token and domain name are now ready.**
### **Connect Papierkram in MYFUNDBOX**
- Sign in to **MYFUNDBOX**.
- Navigate to **Configuration** → **Integrations** → **Papierkram** → click the **Connect** button.
A pop-up will open. Enter the Access Token and Domain Name, then click Save button.
- After a successful connection, you will see "Connected" in the Papierkram module of your MYFUNDBOX account
### **To Enable/Disable/Delete Connections**
**For Enable/Disable Connections**
- **In Manage Papierkram**, you can enable or disable the Papierkram connection by clicking the toggle button or by clicking the more info button
- This only enables or disables the connection; it does **not **fully disconnect it
### **For Delete Connections**
- If you want to delete or disconnect the Papierkram account, click the **Delete** button and then click **Yes, delete it**
- Your connection will be revoked.
- If you disconnect the connection, you will lose all Papierkram connection credentials from **MYFUNDBOX**.
[title] Mobile version
[path] CUSTOMIZATION/Customize your checkout page/
The customized changes will be applied on the mobile version also. You can check the changes by clicking the mobile tab which is on the top right side.
[title] Tax
[path] TAX & COUPONS/
A tax is a payment or charge collected by government for goods and services from individual persons and business, tax type and tax name varies from every countries.
Video tutorial for adding tax and applying it in plan:
::embed[]{url="https://www.youtube.com/watch?v=ueuVJrOXqnA"}
Inclusive Tax:
::embed[]{url="https://www.youtube.com/watch?v=ThqYez63uJA"}
Exclusive Tax:
::embed[]{url="https://www.youtube.com/watch?v=ThqYez63uJA"}
Multiple Tax adding:
::embed[]{url="https://www.youtube.com/watch?v=cZMWilcx-lM"}
Video tutorial for creating tax:
::embed[]{url="https://www.youtube.com/watch?v=HEQA-PABLo4"}
Go to **Settings → Tax & Coupons → Tax**
You can check the image as shown below:
### Region
The region or country of the tax will be shown here.
### Type
The type of the tax will be shown here.
### Custom Label
The tax name according to your country is shown here.
### Tax Rate
It shows the percentage of the tax and it shows whether the tax amount is inclusive or exclusive with the total amount.
### Status
The Status of the tax will be shown here.
[title] Avalara AvaTax for [MYFUNDBOX]
[path] INTEGRATION/TAX/
# CONFIGURATION / USER GUIDE :
### TO CONNECT AVATAX :
- Go to **\[Configuration] > \[Integration] > \[Tax]**
- Click **\[Get Started]**
- Click **\[Next]**
- Select Mode: **\[Live Mode (Production) / Sandbox Mode]**
- Then Click **\[Next]**
- Enter your Avalara AvaTax Credentials :
1. **Account Number: **Provided During AvaTax account activation process.
2. **Software Licence Key:** Provided During AvaTax account activation process.
- Click the **Test Connect Button**
### CONFIGURE AVALARA AVATAX:
Once connected, you see additional settings
- **Enable Document Committing / Submission –** Enables tax document submission to Avalara’s AvaTax service for record keeping. With this setting enabled, transactions will be posted and committed to the AvaTax Admin Console.
- **Enable Logging –** Log detailed transaction activity for troubleshooting purposes.
- **Company Code/ID: **Company profile identifier in the AvaTax Admin Console (Select the appropriate company code from the drop-down to connect with **MYFUNDBOX.**
\*Then Click **\[Next]** button to complete the connection.
### UPDATE THE ADDRESS DETAILS FROM PROFILE SECTION :
1. Navigate to “**My Profile**”
2. Enter the Address details **(Street No , Area and locality)**
3. Enter “**House No**” and “**Zip-Code**”
4. Enter **City** and **Country**
5. Click **save** Button.
**Note: **
\* “**My Profile**” option can be seen at the top right corner while selecting the profile dropdown.
\* The Address details available in the Profile page can be considered as “**From - Address**".
### ASSIGN AN AVATAX SYSTEM TAX CODE TO AN ITEM :
1. Go to **\[Plans]** > **\[Add Plan]**
2. Enter the required details like Plane name, Amount, type, Currency.
3. Select the “**Product Code**” from the dropdown and Type **(Exclusive/Inclusive)**.
4. The customer can select the tax code from the list as per their product category
5. Click **Save**.
6. To see a listing of all available AvaTax System tax codes, click ([http://taxcode.avatax.avalara.com](http://taxcode.avatax.avalara.com))
### AVA-TAX TAX CALCULATION IN CHECKOUT-PAGE:
1. Navigate to Checkout-page using the URL available in Plans page for particular plan
2. Enter the customer's name, email-id, phone number and card details
3. Then enter the street details in “**Address line1**”
4. Enter the house number and other details in “**Address line2**”
5. Enter **City** and **Country** to validate the address
6. Once the address is validated, the tax will be calculated and shown on the left side of the checkout page.
7. Click “**Pay-Now**” option to Initiate the payment.
### AVA-TAX IN INVOICE:
1. After the successful transaction, the customer will receive invoice via mail
2. If the transaction is initiated using the Ava-Tax, it can be mentioned in the Invoice Pdf as below,
### TO DISCONNECT AVALARA ACCOUNT FROM MYFUNDBOX :
1. To disconnect Avalara account from MYFUNDBOX
2. Navigate to **\[Configuration]**>**\[Integrations]**> **\[Tax]**.
3. Click “**More-Info**”.
4. Click “**Delete**” option to disconnect Avalara account from MYFUNDBOX.
### TO DOWNLOAD THE AVALARA LOGS :
- Navigate to **\[configuration]**->**\[Integrations]**->**\[tax]**
- click "**more-info**"
- Avalara account details will be shown , then click "**Avalara-Logs**"
- In Avalara logs page , you can download log for a particular date range by selecting from and to date's from calendar and then click "**click here to download"** button
- to download log for a particular customer , enter the customer -id in "**Search Customer id **" filed , then select date range and click **"click here to download".**
[title] Zapier
[path] INTEGRATION/AUTOMATION/
# Introduction
[Zapier](https://zapier.com/) provides an integration platform which makes it easy to integrate SaaS applications through the use of simple integrations called "Zaps."
Zaps are commonly used to make business processes more efficient. You can set up a Zap to transfer data without software development skills. You can send customer and transaction information from MYFUNDBOX to other systems.
## Setup Integration
Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
**Integrating Zapier and MYFUNDBOX**
Zapier allows you to instantly connect MYFUNDBOX with more apps to automate your work and find productivity superpowers. Zaps are one-way workflows.
Follow these steps to create a Zap:
- **Login and Create a Zap**
Log in /Sign up to your Zapier account. Click **Make a Zap **to start creating your Zap from scratch. You can also directly connect the apps from **Zapier's **dashboard.
- **Set up Trigger**
A trigger is an event that starts a Zap. Connect and authorize your **MYFUNDBOX** account to use the services available through Zapier for your business.
- Create your own workflow.
[title] DOCUSIGN
[path] INTEGRATION/Digital Signature /
### **INTRODUCTION: **
This document describes how User can create an Account in Hubspot software and get Keys and credentials to connect to MYFUNDBOX product.
**Connect MYFUNDBOX to Docusign with credentials**
### **Step 1: Create a Docusign Account**
Visit the DocuSign Developer Portal:
👉 [Docusign Developer Portal ](https://developers.docusign.com)
Click Log In.
If you do not have an account, click Sign Up or Create an account and complete the registration process.
### **Step 2: If already having an account, Sign In**
Go to:
👉 [Account Login](https://admindemo.docusign.com/)
Enter your Email and Password and click **Log In**.
### **Step 3: Create an App**
Click the **Admin** module and Click Apps and keys from the left sidebar (as shown in Figure 1.0).
Fig 1.0
- Click **Add App and Integration Key**, enter your application name, and then click **Create App**. After the app is created, you will receive the **Client ID**. Here, the **Integration Key** acts as the **Client ID** (as shown in Figure 1.1).
Fig 1.1
- Scroll down to the **Authorization** section and click **Add Secret Key**. Store this key securely, as it will be hidden after the app is created (as shown in Figure 1.2).
Fig 1.2
- Scroll down to **Additional Settings** > **Redirect URIs**, then click **Add URI** and enter the following
**URI:** [https://subscription.myfundbox.com/DocuSignOAuthResponse.jsf](https://subscription.myfundbox.com/DocuSignOAuthResponse.jsf)
Fig 1.3
- Scroll down to the bottom and select all HTTP methods (as shown in Figure 1.4).
Fig 1.4
Now click **Save** to save your app.
**Now Client ID, Client Secret, App ID, and API Key are ready.**
### **Step 4: Connect MYFUNDBOX to Hubspot with credentials**.
- Sign in to MYFUNDBOX
- Navigate to **Configuration > Integration > Digital Signature > Docusign** (as shown in Figure 1.8)
Fig 1.8
- Click Get Started, and it will navigate like (as shown in Figure 1.9)
Fig 1.9
- Enter the Client Id, Client Secret
- Click Connect
- Navigate to Docusign Authenticate page (as shown in Figure 2)
- Complete Your account credentials and click **"Allow Access"**
Fig 2
After authorization, it will navigate to the **Templates** page (as shown in Figure 2.1)
Fig 2.1
Once you Configure Your template and save, Your Connection was completed successfully
Fig 2.2
### **Manage Configuration**
- **Enable/Disable Docsusign**
- **Delete Docusign**
### **Enable/Disable Docusign**
- Sign in to MYFUNDBOX.
Navigate to **Configuration > Integration > Digital Signature > Docusign** (as shown in Figure 2.3).
Fig 2.3
- Click the** More Info > Configuration tab **(as shown in Figure 2.4)
Fig 2.4
### **Delete DocuSign.**
- Click the** More Info > Configuration tab **(as shown in Figure 2.5)
- Click Delete and click Yes Delete for delete this connection (as shown in Figure 2.6)
- Your Docusign connection as been deleted (as shown in Figure 2.7)
Fig 2.5
Fig 2.6
Fig 2.7
### **How to Sign an Agreement **
- Before paying for the subscription, sign the agreement for the subscription (as shown in Figure 2.8).
Fig 2.8
- Enter the mandatory fields and click **Sign Agreement** to continue with the payment.
- A modal will open to sign the agreement (as shown in Figure 2.9).
Fig 2.9
- Select the checkbox and click **Continue**. It will navigate to the agreement document page (as shown in Figure 3).
Fig 3
- Click Where You want to Sign and click Signature and Sign (as shown in Figure 3.1).
- Sign and Click adopt and sign its redirect to your document (as shown in Figure 3.2).
Fig 3.1
Fig 3.2
- Click "finish"; it will redirect to the success page (as shown in Figure 3.3).
- Close the tab; it redirects to the payment page (as shown in Figure 3.4).
Fig 3.3
Fig 3.4
Now as usual pay for the Subscription
### **Manage Docusign Details**
**Customer Portal after upgrade subscription part **(as shown in Figure 2.8).
Fig 2.8
[title] Coupons
[path] TAX & COUPONS/
A coupon code is a type of discount offered by the seller to his preferred customers while sending invoices to them.
Video tutorial for adding coupon code and percentage:
::embed[]{url="https://www.youtube.com/watch?v=YDWZws0qAx8"}
Video tutorial for adding Coupon Number and applying it in invoice:
::embed[]{url="https://www.youtube.com/watch?v=r4N-ibOcnwY"}
Go to **Settings** **→** **Tax & coupons → Coupon**
You can check the image as shown below:
### Coupon
The name of the coupon is shown here.
### Coupon type
It shows the type of the coupon whether it is percentage or amount.
### Redemptions
It shows the coupon's expiration date and the number of times coupon can be redemeed.
### Status
The status of the coupon will be shown here.
:::hint{type="info"}
**NOTE : Coupons are only applicable for Invoices**
:::
[title] Sevdesk
[path] INTEGRATION/ACCOUNTING AND INVOICING/
# sevdesk User Documentation
This document describes how a user can create an account in Sevdesk software and use it in the MYFUNDBOX subscription product.
## **Overview**
- Creating sevdesk Account
- Retrieving API Key
- Connecting to MYFUNDBOX
- Choose an invoice template for sevDesk
- Disabling and enabling sevdesk
- Reconnecting sevdesk
- Error when clicking save after API key entered or prefilled
## **Creating Sevdesk Account **
**Step 1: Click on Try for free.**
**Step 2: Enter your email and click the "Try for free" button.**
**Step 3: Confirm your sevdesk account in the mail sent by sevdesk.**
##
## **Retrieving API key from Sevdesk**
**Step 1: Log in to the Sevdesk Account.**
**Step 2: Scroll down the options to find the Extensions section and click on integration under the Extensions section. **
**Step 3: Click on Display under API-Token for Integration and Enter the password of your Sevdesk account and click confirm.**
**Step 4: Copy the API Token**.
##
## **Connecting to MYFUNDBOX**
**Step 1: Open the Configuration section and click on the Integration option, where you can find Sevdesk connecting options. **
**Step 2: After clicking on Get Feature, enter your copied API token from Sevdesk and click the Save button.**
**Step 3: Successfully connected Sevdesk.**
##
## **Choose Invoice Template for Sevdesk.**
**Step 1: Click on the dropdown, choose a template, and click the save button. This template will be used while generating an invoice from SevDesk.**
##
## Disabling** and Enabling Sevdesk **
**Step 1: Click on the green toggle button to enable and disable Sevdesk.**
##
## **Reconnecting Sevdesk**
**Step 1: To reconnect to Sevdesk, click on the Reconnect button.**
**Step 2: Click the save button with the prefilled masked API key.**
##
## **Error when clicking save after entering API key or with prefilled masked API key **
**Step 1: If it shows to enter a valid API key.**
**Step 2: Go to your SevDesk account and regenerate the API key in the integration module.**
**Step 3: After entering the password, copy the API key and paste in MYFUNDBOX to reconnect or connect to sevdesk.**
[title] 2. Preference
[path] CUSTOMIZATION/Customize your checkout page/
Video tutorial for changing the company name enable/disable in checkout page:
::embed[]{url="https://www.youtube.com/watch?v=oNcPNFvSh7U"}
Video tutorial about MYFUNDBOX Subscription:
::embed[]{url="https://www.youtube.com/watch?v=hLGE-oNjbYY"}
You can enable/disable the toggle to set a preference in the checkout page.
### Address Details
You can enable or disable the option to gather address details in the checkout page.
### Contact Number
You can enable or disable the option to collect contact number in the checkout page.
### Company Name
You can enable or disable the option to collect the company name in the checkout page.
### Logo
You can enable or disable the option to display the logo in the checkout page.
### EU VAT Validation
You can enable or disable the EU VAT validation option to receive/not receive the ID in the checkout page.
### Enable Terms & Conditions
You can enable or disable the terms and conditions option and can give the URL to click the check box to proceed to the payment in the payment box.
[title] Migration
[path] REPORTS & IMPORTS/Untitled/
Data migration involves importing data from your previous platform into
MYFUNDBOX. It includes information associated with customers &
subscriptions.
Migration comprises of moving data such as customers, subscriptions etc and also mapping in MYFUNDBOX.
*The following use cases are apt for migration:*
- You are a new MYFUNDBOX user looking to move all your subscription data into MYFUNDBOX.
*Steps Involved in migration*
Follow these steps to import subscription details.
1.Go to** Menu **→ **Settings → Import → Subscription**
2\. Here you can add your CSV and click **upload**
3\. It will ask to map the fields that you want to import
this is how it gets mapped. You can set your **customer Id & Mandate id** to **continue your subscription**.
4\. Then it will show the import preview page.
5\. here you can choose the plans & payment method and proceed
6\. It gets successfully imported. You can check in your subscription list
### *Self Migration*
If you are looking to self migrate data, take a look [here](https://app.archbee.com/docs/yr2gdf785h5mb09cWNgyd/5KRZJK0ApEuDL8rlckpGc)
### **
[title] Difference between coupon code and promotion code
[path] TAX & COUPONS/
## Promotion code
Promotion codes are a great way to save money on your purchase. The particular code you are offering to your customers will be applied by the customer when they reach the checkout page while subscribing plan or paylink.
## Coupons
Coupons will be applied by the admin for their customer in the invoice section.
As the admin adds a customer to their invoicing, they can choose to provide them with coupons, discounts or special offers. These will automatically be applied to the invoice, and can be adjusted or removed as needed. If you have any further questions please don't hesitate to let me know.
[title] Add Tax
[path] TAX & COUPONS/Tax/
### You can add tax according to your country
Go to **Menu** **→ Settings** **→** **Tax & Coupons**
You can check the image as shown below:
Click on **Add Tax **button on the top right corner, a pop up appears as shown below:
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/2k79KFYSDPgasNZRMZlA5_tax.png" size="50" width="326" height="394" position="center" showCaption="false"}
Select Region, choose Tax Type & Custom Label and now enter tax percentage & select Inclusive/Exclusive and click `ADD TAX` to save your tax.
New Tax will be added in the list.
[title] Manage coupon
[path] TAX & COUPONS/Coupons/
### To edit the status of the coupons
Click the **Status** button of the respective coupon that you want to edit or update and then select the status **Active/Inactive** and press the **🗸** icon to update your status of the coupon.
### To delete the coupon
Click the **delete icon** on the right end of the respective coupon that you want to delete and it will open a pop and press `Yes delete it` to delete the coupon.
[title] Manage promotion code
[path] TAX & COUPONS/Promotion code/
### To edit the status of the promotion code
Click the **Status** of the respective promotion code that you want to edit and then select the status **Active/Inactive** button and press the **🗸** icon to update your status of the tax.
### To delete the promotion code
Click the **delete icon** on the right side of the respective promotion code that you want to delete and it will open a pop up and click `Yes delete it` to delete the promotion code.
[title] Apply tax
[path] TAX & COUPONS/Tax/
### Applying tax in plan
You can apply tax while creating the plan.
While creating plan, you can see tax options in the tax options section, there you can select include tax, region and tax percentage according to your region, you can also apply your own created tax.
::Image[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/qFtrL_ejXDCX4_QzWpdKY_2.png" size="70" width="518" height="370" position="center" showCaption="false"}
### Applying tax in invoice
In the same way, you can apply in Invoice also, Go to **Menu** → **Invoice **→ **Create Invoice**
While creating invoice you can apply tax in the include tax and tax column as shown below. You can also apply your own created tax.
[title] Add promotion code to checkout
[path] TAX & COUPONS/Promotion code/
- To add the promotion code in the checkout page.
- Enter promotion code in input box to get the discounted price and click `Apply`
- To delete the applied promotion code, click the delete icon as shown below.
[title] Promotion code
[path] TAX & COUPONS/
##
Promotion code
A promotion code is a checkout feature, that enables you can create customer-facing codes that can be applied during payment.
Some of the basic parameters of a promotion code are:
### Percentage
Discounts for the item in percentage
### Fixed amount
Discounts for the item in fixed amount
### Expiry date
When a promotion code expires
### Redemption limits
Number of times customers can redeem a promotion code for a recurring plan. By default the limit is set to 1.
### Redemption limits for subscription code
Number of times the promotion code can be redeemed for each subscription.
### Minimum order
Minimum amount to apply promotion code.
**Note:** The promotional code must not have the same value as the plan amount.
[Create Promotion code](https://docs.myfundbox.com/create-promotion-code)
[Add Promotion code to Checkout page](https://docs.myfundbox.com/add-promotion-code-to-checkout)
[title] Settings
[path] /
This section will help you to set the basic information about the application.
To set up your basic information, navigate to **Menu** → **Settings.** You will get the settings sub menu.
- Payment Gateways
- Team
- Import
- E-mail Notifications
- Configurations
- Tax & Coupons
[title] Change username(Email ID)
[path] TEAMS/USERS/Teams/User Creation /
Video tutorial for updating new user E-mail and login:
::embed[]{url="https://www.youtube.com/watch?v=FJViVmBggog"}
To change username of your login account, follow these steps
Step 1: Log into our application
Step 2: Navigate to **Settings **→** Team **
Step 3: Click on the editing tool icon on the top right corner, to change your Email ID as shown below:
Step 4: Click on Email ID column of the respective team member to change the Email ID and save it as shown below:
Once the Email ID has been updated, an Email notification will be sent to the updated Email ID.
[title] WisoBuhl
[path] INTEGRATION/ACCOUNTING AND INVOICING/
### **INTRODUCTION: **
This document describes how User can create an Account in WisoBuhl software and get Keys and credentials to connect to MYFUNDBOX product.
**STEPS :**
### **Step 1: Create an WisoBuhl Account**
- Visit WisoBuhl
- Click Sign Up or Create an account
### **Step 2: If already having an account Sign In**
### **Step 3: Get Credentials**
- Go to Extensions next to the settings icon (as shown in Figure 1.0).
- Click custom extension and create extensions (as shown in Figure 1.1).
- **Add the below URL **(as shown in Figure 1.2 & Figure 1.3).
[https://app.myfundbox.com/wisoBUhlOAuthResponse.jsf?email=your emailid. ](https://app.myfundbox.com/wisoBUhlOAuthResponse.jsf?email=your%20email)
in this email= add your MYFUNDBOX email correctly the URL should like the above mentioned URL don’t change the URL format.
- If future you update your email in MYFUNFBOX need to update in the Above URL in WisoBuhl Extension as well it is mandatory
- And click the generate API key button. You will get the keys (as shown in Figure 1.3) collect or save the two keys for MYFUNDBOX connection.
- Then navigate below to the API access and enable the below mentioned event (as shown in Figure 1.4).
- Article: read, create, edit, delete
- Orders: read, create, PDF show
- File: create, read, edit, delete
- Customer: read, create, edit
- Delivery terms: read, create, edit
- Delivery note: read, PDF show
- Invoice: read, create, edit, PDF show
- Account details: read
- User data: read
- Payment terms: read, create, edit
### **Step 4: Save Extension**
Figure 1.0
Figure 1.1
Figure 1.2
Figure 1.3
Figure 1.4
Figure 1.5
### **Step 5: Connect WisoBuhl in MYFUNDBOX**
- Sign in to **MYFUNDBOX**.
- Navigate to **Configuration** → **Integrations** → **WisoBuhl **→ click the **Connect** button (as shown in Figure 1.6).
- A pop-up will open. Enter the Valid **Key Id** and **Key Secret from WisoBuhl**, then click **Save** (as shown in Figure 1.7).
- If you enter invalid keys, you will not get connected.
Figure 1.6
You will see a notification confirming that your WisoBuhl keys have been stored Successfully (as shown in Figure 1.8).
Figure 1.7
Figure 1.8
- After the successful pop-up, go to the extension you created in your WisoBuhl account. Click on that extension, and you will see your keys. Then click the Test Extension button. You will be connected to WisoBuhl in MYFUNDBOX.
- Please re-log in to your MYFUNDBOX account for the changes to take effect.
After a successful connection, you will see Connected in the WisoBuhl module in your MYFUNDBOX account (as shown in Figure 1.9).
### **Step 6: To Enable / Disable / Delete Connections**
**6.1 For Enable / Disable Connections**
- In **Manage WisoBuhl**, you can enable or disable the WisoBuhl connection by clicking the toggle button (as shown in Figure 1.10). by clicking more info button (as shown in Figure 1.9).
- This only enables or disables the connection; it does **not** fully disconnect it
**6.2 For Delete Connections**
- If you want to delete or disconnect the WisoBuhl account, click the **Delete** button and then click **Yes, delete it** (as shown in Figure 1.10).
- Your connection will be revoked.
- If you disconnect the connection, you will lose all WisoBuhl connection credentials from **MYFUNDBOX**.
- To reconnect, you will need to follow the process starting from **Step 4.**
### **Limitations**
- Since WisoBuhl does not support webhooks, it is not possible to sync bank transfer status updates. As a result, even if an invoice is marked as paid in WisoBuhl, it will continue to show a pending status in MYFUNDBOX.
[title] Untitled
[path] INTEGRATION/
[title] PIPEDRIVE
[path] INTEGRATION/SALES CRM/
### ***INTRODUCTION :***
This document describes how users can connect their **Pipedrive account** to **MYFUNDBOX** to automatically synchronize deals, customers, and products for seamless subscription billing and payment management.
### ***STEP 1: Access Pipedrive Developer Hub***
- Navigate to [Pipedrive Developer Hub ](https://developers.pipedrive.com/)
- Sign in using your Pipedrive administrator credentials
### ***STEP 2: Create an Application***
- In Developer Hub, click **"Create an app"**
- Select the appropriate app type:
- **Public app **
- **Private app **
***App name ****: *Enter your “APP NAME”
:::Paragraph{listStyleType="circle" indent="2"}
**OAuth Callback **
:::
:::Paragraph{indent="1"}
**URL**: Enter[ https://app.myfundbox.com/PipedriveOAuthResponse.jsf ](https://app.myfundbox.com/PipedriveOAuthResponse.jsf)
:::
- Click the green **"Save"** button
### ***STEP 3: Configure OAuth & Access Scopes***
- Navigate to the **"OAuth & access scopes"** tab
- Locate and securely save the following credentials:
- **Client ID**
- **Client Secret**
- *⚠️ ****IMPORTANT****:* Store these credentials securely. The Client Secret can be refreshed but the Client ID cannot be changed.
- In the **Scopes** section, select the following required permissions:
- deals\:full - Full access to deals
- contacts\:full - Full access to contacts
- products\:full - Full access to products
- ***Note****:* These scopes allow **MYFUNDBOX** to read deal information, access contact details for customer creation, and sync product information for subscriptions.
### ***STEP 4: Configure API Token***
- In your main Pipedrive account (not Developer Hub), navigate to:
**Click your profile → Personal preferences → API tab**
- Locate and securely save the API token.
### ***STEP 5: Connect Pipedrive in MYFUNDBOX***
- Sign in to your** MYFUNDBOX** account
- Navigate to **Configuration → Integrations → Pipedrive**
- The **Pipedrive **integration will be seen below the Accounting Software. It is visible under the heading of **Sales Marketing.**
- Click the **"Get Started"** button
- In the connection dialog, enter:
- **Client ID** (from Step 3)
- **Client Secret** (from Step 3)
- **API token **(from Step 4)
- Click **"Connect"**
### ***STEP 6: Authorize the Connection***
- After saving credentials, you will be automatically redirected to Pipedrive's OAuth authorization page
- Review the requested permissions (deals, contacts, products)
- Click **"Allow and Install or Continue to the app"** to complete the authorization. You will be redirected back to **MYFUNDBOX.**
✅ **SUCCESS **: After authorization, the Pipedrive integration module will display **"Connected" **status.
### ***6.1 Stored Credentials***
- Navigate to **Configuration → Integrations → Pipedrive.** Click the "More Info" button
- You can see the last 4 characters of your client id, client secret, API token which are in masked state. You can see it in **Keys** Tab.
### ***6.2 Enable / Disable Integration***
- Navigate to **Configuration tab. **Use9 the toggle to **enable/disable** Pipedrive.
- This temporarily pauses synchronization without removing stored credentials when you **Disable Pipedrive.**
### ***STEP 7: How to create Customers in Pipedrive account***
- Login into your **Pipedrive account.**
- In the left side corner you can see the **Contacts** module in seventh section. You can add contacts using add person.
### ***STEP 8: How to create products in Pipedrive account:***
- Login into your **Pipedrive account.**
- In the left side corner you can see the** Products** section. You can add contacts using add products.
### ***STEP 9: How to add Customer and products into a deal***
- Click the **Product** and click **Add to deal.**
Enter the **Contact **name
- You can see the **Contact **and the **Products **inside the deal.
Click **Save**. You can see the deal named as **“New deal” **in Deals module
### ***Step 10: How Sync Works***
### ***10.1 When a Deal is Marked as "Won" inside the deal***
Customer along with the participants are created in **MYFUNDBOX.**
- You can add participants after creating a deal which is below the contacts inside the deal
- Products are created in **MYFUNDBOX.**
[title] Lexware
[path] INTEGRATION/ACCOUNTING AND INVOICING/
## Lexware User Documentation
This document describes how a user can create an account in Lexware and use it in the MYFUNDBOX subscription product.
### **Creating Lexware Account **
Step 1: Go to “office.lexware.de” and click on the “Try for free” button.
Step 2: Enter mail id and password and click "Try for Free."
Step 3: You should see a page that says you have received an email
Step 4: Go to the entered email and click “Confirm account.”
Step 5: enter the mail and password that you entered before
Step 6: Enter a name for your Lexware account
Step 7: enter the purpose of creating the account (e-invoice or self-accounting) and click next
Step 8: click on details about you number of employee you have in your company and click next
Step 9: enter details about your company, for example, information technology
Step 10: click on “Zum Dashboard” to see the account created
TO view the contacts created through API
To view the invoice created through API in Lexware,
###
### To get API keys
Step 1: Click on setting button
Step 2: click on the option shown below
Step 3: click on “Weitere Apps.”
Step 4: Click administer in Public API
Step 6: Copy the APi key
### To edit the invoice template and add logo and preferences
Step 1: click on the option
Step 2: configure the setting and click save
[title] ZOHO SALES CRM
[path] INTEGRATION/SALES CRM/
### INTRODUCTION:
This document provides an overview of the integration between Zoho CRM and the connected billing system, enabling secure and automated synchronization of customer, deal, and subscription data through APIs to reduce manual effort, improve data accuracy, and streamline overall sales and billing operations.
### Step 1: Create an Zoho Sales Crm Developer Account
- Visit Zoho Sales CRM.
- Click Sign Up or Create an account
### Step 2: If already having an account, sign in.
### Step 3: Add client and create Server-based application.
- Visit Zoho Api* Console and *Click Sign Up or Create an accout.
- Click the "create now" button
### Step 4: Fill in the necessary details and add the Redirect URIs.
- Fill in the necessary details and navigate to Redirect URIs, then add the following URIs and click create. **HomePage Url** -https\://myfundbox.com/
**Redirect Url**:
https\://app.myfundbox.com/ZOHOSalesOAuthResponse.jsf
### ***Step 5: Enable Toggle in Settings (Mandatory)***
- Enable the toggle for the Data center to achieve connection; it is mandated. Use the .com domain for the initial OAuth authorization.
- Some regional data centers may not be available during this initial setup, as the connection starts with the .com domain. After the connection is established, the correct regional data center will be automatically determined, and all subsequent API calls will use the appropriate regional domain based on the user’s region.
### ***Step 6: Collect Keys & Credentials (Client ID & Client Secret)***
- Navigate to **Client Secret** next to the Client Details copy those keys.
### **Step 7. Select Home Currency**
- Go to **Setup > General > Company Settings.**
- In the Company Settings page, go to the **Currencies** tab.
- The Base Currency is defined at the organization level in the system.
- Once the Base Currency is set, it will be applied to all products created within the organization.
- Currency cannot be changed at the individual product level.
- Need to have the currency format as Currency Code for Proper Synchronization.
### ***Step 8: Connect to MYFUNDBOX***
- Log into your **MYFUNDBOX** account
- Go to: **Configuration → Integration**
- You can see Zoho Sales crm integration on Sales Marketing.
- Click the Zoho Sales crm connect button
- A pop-up will open. Enter the **Client ID** and **Client Secret**, then click **Save**
- You will be redirected to Zoho Sales to connect your account.
- Click the allow access toggle and click accept button to establish the connection
- After a successful connection, you will see Connected in the Zoho Sales module of your MYFUNDBOX account
### ***Step 9: Dashboard - Two Tabs After Connection:***
### ***9.1 ****Keys*
- Shows**: **●●●●●●●●●●●●●●●●●●●● (your hidden Client Id and Client Secret)
- **Help button: **Links to Zoho Sales CRM guides to how to get client id & secret.
### ***9.2: CONFIGURATION***
***ON/OFF Switch:***
- **GREEN (ON) **= Zoho Sales CRM will be enabled.
- **BLACK (OFF) = **= Zoho Sales CRM will be disabled.
***DELETE BUTTON***
- Confirmation popup appears first
- Removes the connection completely
### ***Step 10: Add Deal on the Zoho Sales CRM***
### ***10.1 Create Contacts on Zoho Sales CRM***
- Create contact on zoho sales crm by clicking create contact.
- Fill all the necessary details when creating contact.
- Here some of the fields have to be manually added by clicking the edit page layout button on top.
- The Customer Language field(Mandatory) is available as a picklist (dropdown menu)**.**
- The following language options must be added in the picklist: English, Deutsch, French, Spaish.
- Fill Address details
### ***10.2 Create Products on Zoho Sales CRM***
- Create product on zoho sales crm by clicking create product.
- Fill all necessary details for product information.
While creating or editing a Product, the following billing-related fields and tax region must be configured:
- **Billing →** Defines whether the product is a one-time payment or recurring subscription. Available options: Monthly, One-Off, Annual, Quarterly, Half Yearly, Daily, Weekly, Custom.If custom is selected then interval count and interval unit will be used otherwise it will not use that and all other options was linked with billing cycle and No.of Billing Cycles.
- **Billing Cycle →** Specifies the total duration for which the subscription will run.
- **No. of Billing Cycles →** Determines how many times the customer will be billed.
- **Interval Count →** Defines the frequency of billing within the selected interval unit
- **Interval Unit →** Specifies the time unit for recurring billing. Available options: Days, Weeks, Months, Years.
- **Region → **When on Price information using tax region was not available as default.So it has to be added manually.
- **Billing Cycle →** Specifies the total duration for which the subscription will run.
- **No. of Billing Cycles →** Determines how many times the customer will be billed.
- **Interval Count →** Defines the frequency of billing within the selected interval unit
- **Interval Unit →** Specifies the time unit for recurring billing. Available options: Days, Weeks, Months, Years.
- **Region → **When on Price information using tax region was not available as default.So it has to be added manually.
- On new field we have to drag the following configuration properties.
- For customizing tax rates on product edit page by clicking 3 dots on Tax by clicking customizing tax rates you can customize.
- On stock information give on Usage unit select quantity and give the qty ordered it will take as the product qty and **Unit price was mandatory**.
- By clicking Save the products will be created.
### ***10.3 Create Deals on Zoho Sales CRM***
- Create product on zoho sales crm by clicking create product
- Fill all the necessary details and add the customer which you created before.
- By clicking Save the deal will be created
### 10.4 On created deal add the products.
- By selecting the multiple products that will be added on deal.
- You can edit and create the new customer here also and for one deal you have only one contact to have.
By changing the state qualification to closed won the product and contact will be synced to MYFUNDBOX.
### 10.5 Total Product amount field
- When deal was closed won at first time then total products amount will be displayed on deal information amount field as dynamically.
### ***Step 11: SYNC on MYFUNDBOX ***
- The product will be added as plan on MYFUNDBOX application.
- The contact will be added as customer on MYFUNDBOX application.
- And pay link will be received for that customer.
- Before any payment, stage is changed to closed lost then pay link will be restricted
- Otherwise then the payment was successfull for that subscription recurring will be activated
- Then recurring going, if state was changed to closed lost it will be changed to active to cancel.recurring will be stoped.
- The Subscription will be cancelled
- The cancelled subscription will be sended as also as a email.
- The cancel reason will be displayed from zoho sales crm.
### ***11.1 Re Activation from Zoho Sales CRM***
- When state was again changed from closed lost to closed won the subscription will be reactivated.
Reactivated mail will be sended.
[title] Untitled
[path] INTEGRATION/
[title] orgaMAX
[path] INTEGRATION/ACCOUNTING AND INVOICING/
**INTRODUCTION: **
This document describes how User can create an Account in OrgaMAX software and get Keys and credentials to connect to MYFUNDBOX product.
**STEPS:**
### **Step 1: Create an OrgaMAX Account**
· Visit OrgaMAX
· Click Sign Up or Create an account
###
**Step 2: If already having an account Sign In**
### **Step 3: Get Credentials**
· Go to Extensions next to the settings icon (as shown in Figure 1.0).
· Click custom extension and create extensions (as shown in Figure 1.1).
· **Add the below URL **(as shown in Figure 1.2 & Figure 1.3).
**https\://app.myfundbox.com/OrgamaxOAuthResponse.jsf?email=your\_email\_id**
**in this email= add your MYFUNDBOX email correctly the URL should like the above mentioned URL don’t change the URL format.**
· **If future you update your email in MYFUNFBOX need to update in the Above URL in OrgaMAX Extension as well it is mandatory**
· And click the generate API key button. You will get the keys (as shown in Figure 1.3) collect or save the two keys for MYFUNDBOX connection.
· Then navigate below to the API access and enable the below mentioned event (as shown in Figure 1.4).
· **Article:** **read**, **create**, **edit**, **delete**
· **Orders:** **read, create, PDF show**
· **File: create, read, edit, delete**
· **Customer: read, create, edit**
· **Delivery terms: read, create, edit**
· **Delivery note: read, PDF show**
· **Invoice: read, create, edit, PDF show**
· **Account details: read**
· **User data: read**
· **Payment terms: read, create, edit**
### **Step 4: Save Extension**
Figure 1.0
Figure 1.1
Figure 1.2
Figure 1.3
Figure 1.4
Figure 1.5
### **Step 5: Connect OrgaMAX in MYFUNDBOX**
- Sign in to **MYFUNDBOX**.
- Navigate to **Configuration** → **Integrations** → **OrgaMax** → click the **Connect** button (as shown in Figure 1.6).
- pop-up will open. Enter the Valid **Key Id**, **Key Secret from OrgaMAX** and mandate to choose the currency that should match to OrgaMAX profile currency then click **Save** (as shown in Figure 1.7).
- If you enter invalid keys, you will not get connected.
- You will see a notification confirming that your OrgaMAX keys have been stored Successfully (as shown in Figure 1.8).
Figure 1.6
Fig 1.7
Figure 1.8
- After the successful pop-up, go to the extension you created in your OrgaMAX account. Click on that extension, and you will see your keys. Then click the Test Extension button. You will be connected to OrgaMAX in MYFUNDBOX.
- Please re-log in to your MYFUNDBOX account for the changes to take effect.
- After a successful connection, you will see Connected in the OrgaMAX module in your MYFUNDBOX account (as shown in Figure 1.9).
Fig 1.9
### **Step 6: To Enable / Disable / Delete Connections**
### **6.1 For Enable / Disable Connections**
- In **Manage OrgaMAX**, you can enable or disable the OrgaMAX connection by clicking the toggle button (as shown in Figure 1.10). by clicking more info button (as shown in Figure 1.9).
- This only enables or disables the connection; it does **not** fully disconnect it
### **6.2 For Delete Connections**
- If you want to delete or disconnect the OrgaMAX account, click the **Delete** button and then click **Yes, delete it** (as shown in Figure 1.10).
- Your connection will be revoked.
- If you disconnect the connection, you will lose all OrgaMAX connection credentials from **MYFUNDBOX**.
- To reconnect, you will need to follow the process starting from **Step 4.**
### **Limitations**
- Since OrgaMAX does not support webhooks, it is not possible to sync bank transfer status updates. As a result, even if an invoice is marked as paid in OrgaMAX, it will continue to show a pending status in MYFUNDBOX.
- The invoice will be created only for the plan that matches the currency you selected during the connection. The currency you provide must also match the currency set in your OrgaMAX account profile.
### **Download Due Invoice**
- If you connect to OrgaMAX and create a pay link, the due invoice will be generated automatically. You can then download the due invoice from the Customer/Donor Portal by using the Due filter also you can use the retry option to pay.
Fig 1.12
[title] Mailchimp
[path] INTEGRATION/EMAIL MARKETING /
### **MAILCHIMP NEWSLETTER **
### **Step 1: Create Platform Account**
- Go to *Mailchimp Pricing Plans | Get Started Today | Mailchimp* → Click **"Sign In"**
- Enter email, username, password
- Verify your email, complete the setup questions
- Your account is ready
### **Step 2: Get Your API Key **
**In Mailchimp:**
- Log into Mailchimp
- Click profile icon → **"Account & Billing"**
- Click **"Extras"** → **"API Keys"**
- Click **"Create A Key"**
- Name it:
- Click **"Generate Key"**
- **COPY** the key
***Step 3:***** Connect to MyFundbox**
- Log into your **MyFundbox** account
- Go to: **Configuration → Integration**
- You can see Mailchimp Newsletter in middle of the other integrations nearby Brevo Newsletter
- Click the** Mailchimp** connect button
- **Paste** your API key in the box
- Click **"Connect"**
✅ **Connection successful!** Your dashboard now shows "Connected"
:inlineImage[]{src="https://archbee-image-uploads.s3.amazonaws.com/HtD8bx0TmXiyJa9NvV54o/2G3bXfAjAFBRZIEFEB3vA_.blob" alt caption width="625" height="2"}
### **Dashboard - Three Tabs After Connection:**
### **Tab 1: Keys**
- **Shows:** ●●●●●●●●●●●●●●●●●●●● (your hidden API key)
***:*** Links to Brevo/Mailchimp guides
### **Mailchimp API Guide :**
### **Tab 2: Configuration**
**GREEN (ON)** = New customers auto-sync immediately
- **BROWN (OFF)** = No auto-sync.
**Delete Button:**
- Confirmation popup appears first
Removes the connection completely
### **Tab 3: Sync (Visible when switch is ON) - Three Buttons:**
- **Sync Newsletter enabled Customers**
- Customers who enabled newsletter checkbox
- ***Sync Recurring Cancelled***
- Customers who stopped recurring donations
- ***Sync Recurring Customers***
- Monthly/regular giving customers
***For New Donations:***
**Nothing to do!** System automatically sync contacts when any newsletter is enabled :
- Checks if customer opted-in for newsletter
- Adds to correct lists based on donation type
***For Existing Customers:***
Click sync buttons to:
- Update recently added customers
- Add customers who missed auto-sync
***Important Note :***
- In Customize your checkout page tab , you can see** Newsletter** module, it will be automatically enabled if we connected any one of the newsletter.
- If we disable the newsletter toggle, a warning popup will show as Mailchimp is connected.
- If we click disable button, it will disable both the toggle and the Mailchimp newsletter in the integration tab.
- You can see a checkbox named as **“I want to stay connected – sign me up for the newsletter”. **If someone checks this box and donates, he will be synced to the lists/tags.
***MultipleDBox checkout page :***
***OVP checkout page :***
[title] 3. Success page
[path] CUSTOMIZATION/Customize your checkout page/
You can customize your success page by clicking the **success page** tab in the left panel.
## **Customizing Your Payment Success Page**
When a payment is successful, your customers are directed to a default "Payment Successful" page. However, you have the flexibility to personalize this page to reflect your brand and enhance user experience. Here’s how you can customize different elements:
### 1. **Change Success Message**
By default, the success message reads, "Your payment is successful." To align with your brand voice, you can edit this text to be more engaging or tailored to your audience. Whether it’s a warm thank you note, a personalized message, or a call to action for next steps, the choice is yours.
### 2. **Change Background Color**
The default background color of the success page is white, but you can easily modify it. By clicking on the color palette, you can pick a background color that resonates with your brand identity. Choose a solid color or gradient that complements your overall design scheme and makes the page visually appealing.
### 3. **Change Text Color**
The default text color is set to black. You can modify it to match your brand colors by selecting from the color palette. Whether you want to opt for a bold, contrasting color or something more subtle, it’s all about creating the right visual impact for your customers.
### 4. **Change Icon Color**
Icons such as the success checkmark or any other relevant symbols also come in a default black color. You can customize the icon color to something more aligned with your brand theme, ensuring consistency across the page.
### 5. **Change Submit Button Color**
The default color for the submit button (which typically redirects users to the homepage or another page) is violet. You can customize this to any other color using the color palette, ensuring that the button stands out and matches the overall look of your site.
### 6. **Change Submit Button Text**
By default, the button text says "Back to Home Page." You can change this text to better reflect the action you want the user to take. For example, you can use phrases like "Continue Shopping," "Explore More," or even personalize it with "Return to Dashboard" depending on your product or service.
### 7. **Add Social Media Links**
To keep your users connected, you can add social media links to the success page. These links can direct users to your profiles on platforms such as Facebook, LinkedIn, Instagram, and Twitter. This not only enhances engagement but also encourages customers to follow you for updates, promotions, or other content.
Each of these elements provides an opportunity to reinforce your brand and improve the customer experience after a successful transaction.
[title] Untitled
[path] INTEGRATION/
[title] Data Center
[path] SECURITY & COMPLIANCES/
## Data Center
## Overview
MYFUNDBOX is powered by **Google Cloud Platform (GCP)**, with our infrastructure hosted in the **Frankfurt (Germany) region**. This ensures your data is stored and processed in **secure, enterprise-grade European data centers**. With Google Cloud, we deliver **reliability, scalability, and GDPR-compliant practices** built into every layer of our platform.
## Required Plan
All MYFUNDBOX subscription plans include **Google Cloud Frankfurt data center security and compliance**.
## Limitations
Currently, customers cannot select or change data center regions. All MYFUNDBOX data is hosted in our **dedicated Frankfurt (GCP) region** for consistency and compliance.
## Definition
MYFUNDBOX Data Center in **Frankfurt (Germany)**, hosted on Google Cloud, provides a **redundant, high-performance environment** to keep your data safe. Every part of the MYFUNDBOX ecosystem — from dashboards to APIs, exports, and hosted pages — is protected by Google’s **world-class infrastructure and security standards**.
## Key Benefits
- 🔒 **Enterprise Security**: Data encrypted in transit and at rest with Google Cloud’s advanced security.
- 🌍 **GDPR Compliance**: Hosted in **Germany (Frankfurt region)** to align with European data protection standards.
- ⚡ **High Availability**: Built on Google Cloud with multiple redundancy layers for uptime and reliability.
- 📦 **Full Coverage**: Dashboards, APIs, webhooks, exports, and hosted payment pages all run within our secure Frankfurt environment.
## Data Center Location
📍 **Frankfurt, Germany (Google Cloud Platform – Europe region)**
Your data is hosted exclusively in this European location, ensuring compliance with **EU data residency and GDPR requirements**.
## Data Center Scope
Your data is safeguarded across all MYFUNDBOX components:
- UI & customer data
- API and webhook data
- Reports & exports
- Checkout and Hosted Payment Pages
## Why It Matters
By hosting on **Google Cloud Frankfurt Data Center**, MYFUNDBOX gives you:
- Trusted infrastructure used by global enterprises
- Strong **European compliance and GDPR alignment**
- Enterprise-grade **security, resilience, and reliability** for your business
[title] Teams/User Creation
[path] TEAMS/USERS/
### **To create team**
You can add multiple users in a single account with each user having individual login. You can assign the access & individual functionalities role to team member.
Go to **Menu **→ **Settings → Team**
You will get a team list as shown below:
Go to the Team tab from the menu and click the `+ ADD NEW` on the top-right corner. A pop up window appears as shown below :
- You can assign user role as per your needs and give access to functions.
- Fill up all the required fields and choose your preferred language.
- Click on `save` and the team will be automatically notified with login details.
:::hint{type="info"}
**NOTE : User role, Name & E-mail is mandatory.**
:::
[title] Zoho Books
[path] INTEGRATION/ACCOUNTING AND INVOICING/
### **INTRODUCTION: **
This document describes how User can create an Account in Zoho Books software and get Keys and credentials to connect to MYFUNDBOX product.
**STEPS:**
### **Step 1: Create an Zoho Books Developer Account**
- Visit Zoho Books Api* Console*
- Click Sign Up or Create an account
###
**Step 2: If already having an account, sign in.**
### **Step 3: Add client and create Server-based application.**
Click the "create now" button (as shown in the figure Fig 1.0).
### ****
### **Step 4: Fill in the necessary details and add the Redirect URIs.**
- Fill in the necessary details and navigate to Redirect URIs, then add the following URIs (as shown in Figure 1.1) and click create.
https\://app.myfundbox.com/ZOHOBooksOAuthResponse.jsf
# ****
### **Step 5: Click the profile and navigate to your account.**
- Click your profile and click your account; you are redirected to your Zoho Account.
- Click the "more" option that is next to your profile and navigate to finance and click Books; it will redirect to your Zoho Books account.
### **Step 6: Enable VAT Setting (Mandate to use Tax)**
- In your Books Account go to settings and navigate to tax enter your VAT details and enable it (as shown in Figure 1.3).
# ****
### **Step 7: Enable Toggle in Settings (Mandatory)**
- Enable the toggle for the Data center to achieve connection; it is mandated.
### **Step 8: Collect Keys & Credentials (Client ID & Client Secret)**
- Navigate to **Client Secret** next to the Client Details (as shown in Figure 1.5) copy those keys.
### **Step 9: Connect Zoho Books in MYFUNDBOX**
- Sign in to **MYFUNDBOX**.
- Navigate to **Configuration** → **Integrations** → **Zoho Books** → click the **Connect** button (as shown in Figure 1.6).
- A pop-up will open. Enter the **Client ID** and **Client Secret**, then click **Save** (as shown in Figure 1.7).
| | |
| - | - |
| | |
- You will be redirected to Zoho Books to connect your account.
- Click the allow access toggle and click accept button to establish the connection (as shown in Figure 1.8).
- After a successful connection, you will see Connected in the Zoho Books module of your MYFUNDBOX account (as shown in Figure 1.9).
### **Step 10: To Enable / Disable / Delete Connections**
### **10.1 For Enable / Disable Connections**
- In **Manage Zoho Books**, you can enable or disable the Zoho Books connection by clicking the toggle button (as shown in Figure 1.10). by clicking more info button (as shown in Figure 1.9).
- This only enables or disables the connection; it does **not** fully disconnect it
### ** 10.2 For Delete Connections**
- If you want to delete or disconnect the Zoho Books account, click the **Delete** button and then click **Yes, delete it** (as shown in Figure 1.10).
- Your connection will be revoked.
- If you disconnect the connection, you will lose all Zoho Books connection credentials from **MYFUNDBOX**.
- To reconnect, you will need to follow the process starting from **Step 5.**
### **Download Due Invoice**
- If you connect to Zoho Books and create a pay link, the due invoice will be generated automatically. You can then download the due invoice from the Customer/Donor Portal by using the Due filter also you can use the retry option to pay.
