Understand Advanced Billing Sites

A Site is the container for your Products, Customers, and Subscriptions. Advanced Billing creates your first one when you choose a currency during onboarding.

One Site is enough to operate, but most merchants keep at least two: one for testing and one for production, so experiments never touch paying customers. See the Understand Site Testing help article.

Site limits

• Every plan level allows a maximum of 10 test sites. Creating an eleventh returns Number of test sites exceeded.
• Developer plans allow 10 users per account; paid plans allow 100.
• A test site can send 100 emails per rolling 24 hours. Beyond that, messages are marked over limit and aren't delivered.

For user access, see the Setup User Access and Permissions help article.

The Account Overview screen

Account Overview lists every Site in your account alongside account-wide analytics and security controls. It's usually the first screen you see after logging in.

The tabs on the Account Overview screen

Tab	What it does
Sites	Access all of the sites on your Advanced Billing account. From this tab, you can create new Sites and clone/edit/delete existing Sites.
Analytics	View account-wide analytic information such as total MRR and MRR net growth. You can view either live or test data as well as which specific sites should appear in the report.
Exports	Export data across all sites into one consolidated file. Choose the export type, the Sites mode, and any other options, then click Export CSV.
Security & Users	Configure your account's security settings and user access.
Account Info	View your merchant and billing information.
Support	Access Advanced Billing's documentation and contact support@maxio.com.
Commission Report	Generate a report of your sales commissions, and manage your sales reps.

Create a Site

The toolbar always offers a route to the New Site page: either a Create Site button, or a Create a new Site link when you hover over the Site dropdown. Both are shown prominently when you first log in.

Site data

Site data controls the core attributes of a Site, including how your subscribers receive email from you. See the Edit Site Details help article for editing each field.

Site name

The site name identifies the Site to you and is never shown to your customers. Test and Production are sensible starting names.

Subdomain

Your subdomain identifies your site uniquely (across all of Advanced Billing) and is most visible within the Public Pages. For example, a subdomain of acme gives you the Advanced Billing URL:

https://acme.chargify.com

Your customers may see your subdomain within the URL of your Public Pages if you choose to use them. Its smart to pick a name that is similar to your domain name.

Currency

Advanced Billing supports multiple currencies. Each site has one primary currency and can have multiple other currencies defined (see Multi-Currency Docs).

The primary currency drives price displays in the web UI, and is the default applied to a new subscription when none is specified. Currency is stored on the subscription itself, so your gateway sees that subscription's currency on each transaction Advanced Billing submits. That can differ from your merchant account's settlement currency.

If you have only the primary currency defined, once you have collected any revenue, the primary currency may not be changed! If you have defined any other currencies, you won’t be able to edit the primary currency.

Date Format

The date and time formats you choose apply throughout Advanced Billing, including statements, invoices, and the application itself.

For backwards compatibility, API date and time formats are unaffected.

Test Mode

Every site may be in one of two modes: test mode or live mode. Test mode is different from live mode in the following ways:

• Test mode only allows you to connect to “test” payment gateways (i.e. an Authorize.Net developers account)
• You may freely delete products and subscriptions on a Test Site, using the “Clear Data” functionality
• Advanced Billing reserves the right to delete test site data automatically after a certain time frame (i.e. any subscriptions created more than 3 months ago may be deleted).

Time Zone

Set the time zone for your Site so next billing dates reflect local time. Statements, emails, and transactions follow the same time zone.

Reply Email

Specify a display name alongside the address using the format Your Name <you@example.com>, which makes your emails read less anonymously.

This address is the from address on emails Advanced Billing sends your customers.

Switching Sites

To work with a Site, configuring products or viewing subscriptions, switch to it first using the site selector in the toolbar. The current Site is listed first, with your other Sites below it.

Clearing/Deleting Site Data

See clearing site data for a description of how to remove products and/or subscriptions/customers from your test site.

Cloning an Advanced Billing Site

For how cloning works, see the Create and Use Sandbox Sites help article.