Below are a few possible business scenarios and the code samples necessary for implementation. This is not an exhaustive list of what is possible by using the UniBill Client, but should provide meaningful insight into what is possible.
1) Add a New Customer with a fixed term Payment Plan for 12 payments, using a credit card
This scenario creates a new customer account and fixed term Payment Plan (with a monthly billing cycle) with 12 payments. The amount paid by the Customer on day 1 via cash is $100.00, while the monthly amount is $50.00.
2) Add a New Customer with a perpetual term Payment Plan, billed weekly, using ACH
This scenario creates a new Customer account and perpetual term Payment Plan (with a weekly billing cycle) with ongoing payments until the Payment Plan is canceled. The amount paid by the Customer on day 1 via credit card is $50.00 and the weekly amount is $10.00 paid via ACH (checking account). The Customer is paying for a service called Membership.
3) Locate an existing Customer and add an additional fixed term Payment Plan, billed monthly for 6 payments
This scenario finds an existing Customer account by code (used in scenario 1) and adds an second fixed term Payment Plan with a monthly billing cycle and 6 future payments. The payment amount is $30.00 and for a Membership service. This scenario also adds a third perpetual term Payment Plan with an amount of $20.00 that is linked to the second Payment Plan and will begin after the second Payment Plan is satisfied.
4) Create a new Customer and add a complimentary Payment Plan with actual value
This scenario creates a new Customer account and adds a complimentary Payment Plan for a Membership service. The value of the plan is tracked at $30.00 per billing cycle - even though no actual payment is processed. No down payment is taken.
5) Accept a prepayment for a future charge for an existing Customer's Payment Plan
This scenario accepts a $30.00 payment via Check, and applies the payment to a Customer's account (created in scenario 1) as a prepayment for the 2nd payment of Payment Plan created in scenario 3.
6) Cancel future payments for an existing Payment Plan
This scenario cancels the last 6 payments of the Payment Plan created in scenario 1.
7) Cancel an entire Payment Plan
This scenario cancels the Payment Plan created in scenario 4.
8) Freeze payments in an existing Payment Plan
This scenario adds a freeze for 2 periods after first period of scenario 2.
9) Sell physical goods to an existing Customer via a Credit Card
This scenario creates a sell to an existing Customer account (from scenario 2) for a T-Shirt for $20.00 and a second T-Shirt for $15.00, paid with a credit card
10) Sell an additional service to an existing Customer
Sell to an existing customer account (from scenario 1) a Nutrition Pack for $50
11) Reverse a previous sale and payment
Reverse the sale in scenario 10, issue $50 invoice reversal and payment reversal
12) Issue credit for previous sale and issue refund to a credit card
Issue credit $15 for the T-Shirt in scenario 9 and refund for $15 (credit card info to be supplied as part of the transaction for now)
13) Select a specific payment option and change all linked plans to a new payment Option
Take the customer account created in (Scenario 2) and create a new credit card payment option. Then, deactivate the old payment option (ACH). Next, change all payment plans (which are linked to the original payment option of ACH) to the new credit card payment option.
14) Changing payment option for a particular payment plan
Take the customer account created in (Scenario 1) and create a new credit card payment option. Then, change one of the payment plans to use the new payment option.