Staq Billing > Client
Amending Your Client’s Details on File
Managing and keeping your client’s details up-to-date is pivotal, especially as these details reflect on white-label invoices and receipt documents. With Staq, amending these details…
Assigning a Client to your agency custom plan
If you haven’t created a Client Profile yet, click here to create a customer profile. Assigning a plan to a Client Under Clients, click Assigned Plans: Then,…
How to add/update client’s credit card
Introduction Updating your client’s credit card details for current and future payments on Staq is a straightforward process. This guide will walk you through the…
How to create a client and request for credit card details
This section applies once you’ve successfully set up the Web Hosting Billing System in Staq. In this article, it explains how to: create a client…
How to Determine the Reason for a Client’s Payment Failure
If you’re trying to understand why a client’s payment didn’t go through, follow these steps to diagnose the reason: 1. Navigate to the Customer List:…
How to Resolve “A User with the Specified Email Already Exists” Error
When attempting to add a new user to your account, you may encounter the error message: A user with the specified email already exists. This…
How to view historical client invoices
Accessing historical invoices for clients is essential for record-keeping and providing requested information. This guide outlines the steps to view all historical client invoices within…
