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  • KNOWLEDGE BASE
  • Subscribers
  • Services

Subscriber - Services

subscribers customer service services invoicing

The Services tab on the Subscriber Account Page shows all current and past services associated with the Location. From here you can view, add, edit, and cancel services as well as Invoice the subscriber.

  • View a Service
    • Tie Service
    • Invoicing
      • Edit Invoicing 
  • Add a New Service
  • Edit a Service
    • Changing a Service
  • Cancel a Service

 

Learn more about Network Hardware.


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.

Show Services.png
The Services tab with an example of a wireless data package

Click each tab for a specific type of Service below.

  • Fiber Data Service
  • Wireless Data Service
  • DSL Data Service
  • Service Interest
  • Voice
markunread_mailbox-24px.svg

Edit Invoicing to change how the subscriber is invoiced by selecting the markunread_mailbox-24px.svg icon or the email.svg icon in the top right corner.

Click open_in_new-24px.svg Open Service Item to view more information about an item.

Click timeline-24px.svg Workflows to open up associated Workflow processes associated with this service. Jump to editing a service.

Click to tie the service item to a device. This allows you track what hardware is specifically related to a specific subscriber and subscriber billing.

Click to untie the service item from the hardware.

Click to activate an individual service item with within a package.

Select SET PACKAGE ACTIVE to set the entire package active and start a billing cycle, or SET PACKAGE INACTIVE to make the package inactive.

Click markunread_mailbox-24px.svg Edit Invoicing to change how the subscriber is invoiced

Click timeline-24px.svg Workflows to open up associated Workflow processes associated with this service. Jump to editing a service.

Click markunread_mailbox-24px.svg Edit Invoicing to change how the subscriber is invoiced

Click timeline-24px.svg Workflows to open up associated Workflow processes associated with this service. Jump to editing a service

Click markunread_mailbox-24px.svg Edit Invoicing to change how the subscriber is invoiced

Click timeline-24px.svg Workflows to open up associated Workflow processes associated with this service. Jump to editing a service

Tie Service 


Click on the link (1).svg icon to tie service. 

tie-service-1.PNG

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

tie-service-2.PNG

The launch-24px.svg icon will display once the service is tied.

tie-item-3.PNG

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 baseline_markunread_mailbox_black_24dp.png indicates a mailed invoice, the email icon email.svg indicates an emailed invoice and the email + icon email-plus.svg indicates that the invoice is sent by mail and email. 

300.300.PNG
View Invoice.png

Edit Invoicing


Click on the appropriate service that corresponds to the Invoice that you want to edit. Then, click on the EDIT INVOICING markunread_mailbox-24px.svg mailbox or email.svg email icon or email-plus.svg 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. 

pckgs.PNG

Add a New Service


To add a new service to the subscriber's account first click add_circle-24px.svg then add_shopping_cart-24px.svg Add Service. Now choose either an existing Location or enter a new one.

Sub_Services3-5_13_20.png

At any point during this process you can click  Tower.png 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 Sub_Services5-5_12_20.pngjump to editing a service for more.

When ready click CONFIRM OFFER SELECTION.

Sub_Services4-5_13_20.png
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.

Sub_Services6-5_12_20.png

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

Sub_Services7-5_12_20.png

Edit a Service


Click timeline-24px.svg Workflow within the Services tab on the Subscriber Account Page to bring up the associated workflow.

Sub_Services9-5_12_20.png

Click add_circle-24px.svg 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.

FAB Start Workflows .png

Changing a Service


Click the add_circle-24px.svg on the Subscriber Account Page then the Add Service button add_shopping_cart-24px.svg. Click the Change Existing Package switch then choose the package you would like to change.

Sub_Services16-5_28_20.png

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

Sub_Services17-5_28_20.png

Now click CHANGE PACKAGE to start the Change Package Workflow.

Sub_Services18-5_28_20.png

Cancel a Service


To cancel a service, click the timeline-24px.svg Workflow icon next to the service on the Subscriber Account Page.

WF-cancel.JPG

Click add_circle-24px.svg in the lower right, then select the Cancel Subscriber Package workflow icon cancel-24px.svg. 

cancel-WF-2.JPG

Select START PROCESS to begin the cancellation of the service. 

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