Periodic Billing in FBO Director Gallery


How to setup and run recurring billing using FBO Director.

  • Screen Capture of the FBO Director Setup Recurring Billing Page
    To setup periodic billing in FBO Director start by browsing to the periodic billing setup page; [Customers], [Periodic Billing], [Setup Recurring Billing] in the navigation menu.
  • Screen Capture of Blank Setup Periodic Billing Form
    Click the Add Record button to add a new item to be billed periodically. Once you fill out the form and click on the Save button the item will be scheduled for regular billing.
  • Screen Capture of Dynamic Fields Key on FBO Director's Setup Periodic Billing Page
    Sales Descriptions can be replaced in periodic billing by entering a Replacement Sales Description. Click the Orange Key icon to display variables you can use that will change over time.
  • Screen Capture of a Completed Recurring Billing Setup Page with A Card on File Selected
    Once you have completed filling out the Recurring Billing Setup Page you can choose whether to bill the charge to a card on file or to an in house account payment.
  • Screen Capture of the Run Periodic Billing Billing Page in FBO Director
    After you setup your periodic billing charges you can run them by browsing to [Customers], [Periodic Billing], [Run Recurring Billing] in the navigation menu.
  • Screen Capture of the Run Periodic Billing Billing Page in FBO Director with Charges Loaded
    After you enter a due date you can run a preview of charges prior to running them with all discounts and taxes calculated to ensure accuracy prior to billing.
  • Screen Capture of Periodic Charges being run in FBO Director
    After reviewing pending periodic charges, select the charges you wish to run and if you'd like to email them a receipt. Finally click the Run Recurring Charges to bill them.