CashBox for Salesforce
Managing Billing Plans
To access Billing Plans, select Manage > Billing Plans to open the Manage Billing Plans page.
Manage Billing Plans List Page
Existing Billing Plans are displayed in tabular format, listing Plan ID, Plan Description, Status, and Transacted In, which lists whether a Billing Plan is billed in currency, or in custom tracking units (CashBox Tokens).
Use the Manage Billing Plans page to:
- Create a new Billing Plan. See .
- Search for a specific plan or group of plans. See Searching for Billing Plans.
- View details about a listed Billing Plan. See Billing Plan Details.
- Download your Billing Plan list to a comma-separated values (CSV) file, for use in spreadsheets or word-processing documents. Simply click the Download as CSV button, and you will be prompted with a standard Save As dialog.