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 

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

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

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. 

Backbilling a Subscriber

You may encounter a situation in which a Subscriber was incorrectly invoiced, or wasn't invoiced at all, for a prior month. In that case you  may need to Backbill the subscriber. 

Note: We do not advise doing Backbills under most circumstances, as things can get messy and confusing quickly.  

While in the Invoice menu click on the calendar icon in the top right corner, this will bring up a calendar that lets you change the Start Date of the invoice.  

Note: This calendar will not allow you to invoice for a prior to a month that has already been invoiced, so be sure to invoice in order from oldest to newest. You will also only be able to backbill up to 3 months into the past.

If the system is not allowing you to change the Start Date of the Invoice, you can still backbill by adding a one time service package to the subscriber in order to represent those charges. 
 

Through the shopping cart add an editable Service Package. Once you are on the Summary page of checkout, expand the service offer, then click the pencil icon to edit it.

Now you can edit the description and price to whatever you'd like, this will show up on the Invoice so make sure it accurately reflects what you are invoicing them for. 

Once you have finished adding the package to the subscriber's account, you can go ahead and invoice it. The package will show up in your invoice with the edited description.

Add a New Service

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

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

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

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.