You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

Enter the Customer's Page

  • Hover over the Customer tab on the left side of the screen and click Subscribers

  • Click on the account number of the customer you wish to add the recurring product to. 

Add Product

  • Click Create Order on the right side of the Products Owned window

  • To view the different products, change the Category dropdown to the desired type
  • To add a product to the order, click Add on the right. A green circle with the number 1 will appear
  • Click Review

Adding an Add-On

If you want to add a toll free package, voicemail transcription, or other add-on, you can do so in the review section

  • Select the item you wish to add on to
    NOTE: For toll free or other usage based packages, select usage. For voicemail transcription, select bundled seat
  • Go to the Purchase Add-Ons tab
  • Change the search type to Product Name and enter the product you wish to add
  • Click Add on the product you wish to add, then select the checkmark on the left to close the tab
  • The Add-On will now appear on your product

Place the Order

  • Review to confirm everything is correct and select Place Order
    NOTE: DO NOT SELECT BILL THIS ORDER

Activating the Order

  • Once your order has been placed, navigate to the Orders tab

  • Your order should be in Pending Billing status. Select the cog icon and click Activate

  • Select all the products you wish to activate and update the activation date, then click Start Billing
  • The product status will update to Partially Fulfilled. Once the activation date has passed, it will change to Billing Active