Click Edit Invoicing to change how the subscriber is invoicedClick Workflows to open up associated Workflow processes associated with this service. Jump to editing a service.
Subscriber - Services
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
- Add a New Service
- Edit a Service
- Cancel a Service
Learn more about Network Hardware.
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.
Edit Invoicing to change how the subscriber is invoiced by selecting the icon or the icon in the top right corner.
Click Open Service Item to view more information about an item.
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 Edit Invoicing to change how the subscriber is invoicedClick Workflows to open up associated Workflow processes associated with this service. Jump to editing a service
Click on the icon to tie service.
The icon will display once the service is tied.
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.
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.
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.
When ready click CONFIRM OFFER SELECTION.
Here we've selected a wireless offer for a business account. Click "show packages" to view more information.
Review the summary of the services to add then click CHECK OUT.
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.
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.
Click in the lower right, then select the Cancel Subscriber Package workflow icon .
Select START PROCESS to begin the cancellation of the service.