CashBox Portal User Guide
CashBox for Salesforce
CashBox Tokens allow you to support complex billing models that involve tracking units in addition to the fixed price billing cycles that CashBox supports. Use Tokens to define a type of merchant-specific tracking unit that can be incremented or decremented according to customer use (for example, airtime minutes, downloads, incentive points, storage space, gaming currency, etc.).
You may define any number of Tokens, and can manage each customer’s associated balance of units by granting (incrementing), and decrementing Token counts through Products, Billing Plans, or AutoBills.
- Define Products which allow a customer to purchase Tokens, and Products which are priced in Tokens.
- Define Billing Plans which grant a customer Tokens, and Billing Plans which use Tokens as currency.
- Define AutoBills which exchange Tokens for Products or Cash.
Define one or more Token types, and designate them for use with a Product, Billing Plan, or AutoBill. When a customer purchases a Product with which Tokens are associated, grant the customer a certain number of units of each Token type as appropriate, and the Token type balances are stored as part of the customer’s Account. For example, if a merchant has defined Token types for Downloads, Logins, and Storage, and has granted them to a Product that a customer purchases, then the Payment Method on the customer’s Account page lists the balances for each separate Token type.
Use CashBox to search for Token Types, view detailed information about individual Tokens, and create new or edit existing Tokens.
Note You may search for Tokens or Token activity. Token activity occurs when Tokens are purchased by, granted or refunded to a customer, or decremented by a customer service agent. For more information, see Searching for Token Activity.