Account Management

Accessing your Billbox Account

To log in to Billbox, you first need an account. Kindly reach out to your account manager for your account details. - Log in to Billbox via https://www.usebillbox.com - Enter account username and password - Click arrow beside login fields (as shown in image below) or hit Enter key on your keyboard.

How to Create Users

Add User ------------------------- - Log into your Billbox - In the top menu, select Users - Next, click the Add User button (red arrow) - The Add User form will appear as shown below: - Enter the user’s name, email address and phone number - Enter a temporary password (this password is temporary because the user will be required to change it upon first login - Select a branch for the user (if applicable) - Choose the rights or roles the user to be assigned to the ...

How to Manage Transactions

Exploring the Transaction History page ------------------------- Here is an overview of this History page and other features: The transaction history table for the particular period (time & date) filtered (green box), with the following columns: - Service name - Amount paid - Debit or Credit transaction - Paid By - Invoice number (reference) - Payment number (or transaction Id provided by the Integrator) - Receipt number (provided by the service provider) - Status of th...

How to View Orders

View Order History Above is an overview of the Order history page and other important features to consider: - The order history table for the particular period (time & date) filtered (green box), with the following columns: - Date Created - the date the order was created - Order Id - generated for every order that is created - Bill Reference - the reference used by the customer in paying for the order - Service - the service for which the order was generated ...

How to Manage your Account Branches

3.1 Add Branch To add a branch to, do the following: While logged into your Billbox account, go to the Branches menu. - Click the Add Branch button (red arrow) to load the Add Branch form Fill the form as shown below: - Enter the name of the branch - Enter the branch code - Select a branch manager from the Branch Manager dropdown list - this will list out all users with Branch Manager roles. If no users have been created with a Branch Manager role, the dropdow...

How to Manage Your Devices

This section shows how to add an App device or a USSD device Add API App To add an API app, do the following: - Go to the Devices menu (green arrow) - Click the Add Device button (red arrow) - The Add Device form loads into view - Enter the name of the device - Select API App from the Device type dropdown menu. Notice that the form is updated after selecting the type of device, there are now additional fields to fill. (as indicated in the screensho...

How to View Your Settlements

Settlement Advice Search To search for a settlement advice, do the following: While logged into your Billbox account, go to the Settlements menu. - In the search bar at the right of the Settlements page, you can search with: - Service name - A list of settlement advice that match the search key will be listed. - Look through the list for the desired settlement advice Filter by Date To filter by date do the following: While logged in to Billbox acc...