Subscriber - Services

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View a Service 

Select the Services tab to view all associated services with the account. Click into a service to view a breakdown of information.

_{The Services tab with an example of a wireless data package}

Click each tab for a specific type of Service below.

In the Service Tab you are able to see if the subscriber has signed their contract or not.

Tie Service 

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Click on the  icon to tie service. 

Only hardware options that are available at the subscriber location will display. Click on a piece of hardware to tie it to the service item. 
Learn How to add hardware locations and tie to service items on the Support blog

The  icon will display once the service is tied.

Invoicing

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Click INVOICE in the lower right to generate an Invoice for a Subscriber. 

The icon in the top righthand side of the page will indicate whether the account is invoiced by mail, email or both. The mailbox icon  indicates a mailed invoice, the email icon  indicates an emailed invoice and the email + icon  indicates that the invoice is sent by mail and email. 

Edit Invoicing

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Click on the appropriate service that corresponds to the Invoice that you want to edit. Then, click on the EDIT INVOICING mailbox or  email icon or  email+ icon in the top righthand corner. 

Select MAILED INVOICE if the subscriber wants to receive a paper copy of the Invoice rather than an electronic copy.

To deactivate invoicing for this subscriber, toggle the ACTIVE button to DEACTIVATE. 

Click the dropdown menu to add an additional email address or to change the email address on file. When finished, select CONFIRM to save changes. 

Add a New Service

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To add a new service to the subscriber's account first click then  Add Service. Now choose either an existing Location or enter a new one.

At any point during this process you can click   to use the Line of Sight tool in the upper right.

Sort through available Service Offers using the checkboxes to the left.

To change an existing Service Package click jump to editing a service for more.

When ready click CONFIRM OFFER SELECTION.

Here we've selected a wireless offer for a business account. Click "show packages" to view more information.

Previously selected Invoice options will be selected by default. Go to Edit Invoicing to change invoicing options. Click CONTINUE.

Review the summary of the services to add then click CHECK OUT.

Edit a Service

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Click  Workflow within the Services tab on the Subscriber Account Page to bring up the associated workflow.

Click  in the lower right to start the package's workflow process, start the cancel service workflow, start the suspend package workflow, or start the change service workflow.

Not all workflows will display these options. View the specific workflow to see the available options, or reach out to your support team representative for assistance.

Changing a Service

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Click the on the Subscriber Account Page then the Add Service button . Click the Change Existing Package switch then choose the package you would like to change.

Now select a new package to replace the existing package with. Then click CONFIRM SELECTION.

Now click CHANGE PACKAGE to start the Change Package Workflow.

Cancel a Service

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To cancel a service, click the  Workflow icon next to the service on the Subscriber Account Page.

Click  in the lower right, then select the Cancel Subscriber Package workflow icon . 

Select START PROCESS to begin the cancellation of the service.