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The Add Service Plan page is a two-step wizard that guides you through configuring service plans that serve as the foundation for billing your clients. Once your service plans are configured, you can begin setting up services for your clients' accounts. Each service plan contains defaults and starting service configurations that carries through to the individual services created to bill your clients. 


Access the Add Service Plan Page

  1. From the Ubersmith Dashboard, click Settings.

    The Ubersmith Settings page appears.

  2. From the Clients section, click Service Plans.

     The Service Plans page appears.

  3. Click Add New Service Plan.

    The Add Service Plan page appears.

Complete the Details tab

  1. In the Service Title field, enter the title of the service. This field populates the Add Service page.
  2.  In the Service Category field, enter a category for the service plan to belong to. Categories organize service plans for use with the Ubersmith API.
  3.  In the Service Code field, enter an alternative abbreviated name or number to represent the service plan. This code will display on your customers’ invoices.
  4.  In the Accessible by API field, select either Yes or No to make this service plan available to the Ubersmith API.
  5. In the Allow Quoting field, select either Yes or No to make this service plan available to the Sales Quoting functionality, so you can make the service plan available to quote. 
  6. In the Bill In Advance field, select either Yes or No to to set this service to bill before the invoice is due.
  7. In the Invoice when cost is $0.00 field, select either Yes or No to send an invoice even when the total due is zero dollars.
  8. Click Next.

    The Pricing page appears. 


The Data tab provides a means for you to define a variable name and a value to store with the service plan. This data can be used with the Ubersmith API to generate more in depth reports and order forms.

Complete the Pricing Page

  1. In the Default Prices and Setup Fee fields, enter the price for the service plan. 
    These fields contain a range of pricing options you can charge for the service. The columns represent selectable renewal periods and the rows are the service plan’s price and setup fee. For example, this product is $50 a month with a $100 setup fee.

    Careful attention should be paid to configuring the pricing options. For a monthly fee with an associated one-time setup fee, the price for both should go in the monthly row, since the upgrade option is based on a monthly price. If there was a one-time fee along with a one-time setup fee, both prices should be set in the One-Time fee row.

  2. Select the Setup Fee Quantity Sensitive field to multiply the service’s price by the quantity when it is added to a client's account.
  3. In the Default Period field, select the default billing period to be used for this service.
  4. In the Default Quantity field, enter the default starting quantity for services based on this service plan.
  5. In the Default Billing Type field, select the default billing type.
    By Month multiplies the base price of the service by the number of months in its renewal period.
    By Period takes the base price as representative of the full cost for the service's renewal period.  
  6. In the Automatically Charge field, select Yes or No to allow this service to automatically charge your client's credit card or bank account upon being invoiced.
  7. In the Post Renew field, select Yes or No to allow this service to be billed in arrears.
  8. In the Auto Prorate field, select Yes or No to allows this service to have prorated billing once it is added as a service for your clients.
  9. In the Auto Suspend field, select After and enter the number of days to have the service automatically suspended after that number of days of nonpayment.
  10. In the Auto Cancel field, select After and enter the number of days to have the service automatically cancelled after that number of days of nonpayment.
  11. Click Save or Save & New.
     


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