CashBox Portal User Guide
CashBox for Salesforce
In CashBox, a customer’s subscription to a Product is managed through an AutoBill. The AutoBill combines a customer Account, a Product, and a Billing Plan to describe the customer’s subscription. An AutoBill automates billing notifications and recurring billing over the life of the subscription, so that you do not have to do so manually. AutoBills generate and submit Transactions to payment processors, and the resulting Transactions, related amounts, status, currencies, and other data are displayed in the Transaction, Chargeback, and Account views to which they apply. Results may also be referenced in email notifications sent to your customers, and in reports.
Use CashBox to create, view, edit, and cancel AutoBills.
Note As with any changes you make using the CashBox portal, ensure that your local integration supports receipt of those changes. For more information on integrating your custom applications with CashBox, see the CashBox API Reference Guide.