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Once a customer orders a product from your company, you will need to create a service item in their account in order to bill them. Ubersmith guides you through adding a service using a wizard. The number of steps in the wizard depends on the type of service you are adding.

Clicking Save at any time creates the service, provided the minimum required data has been provided.


Access the Add Services page

  1. From the Ubersmith Dashboard, click either Clients or Go to Client Manager.

    The Client Manager Dashboard appears.
  2. From the Client Manager Dashboard, click View All Clients.

    The Active Clients page appears. 

  3. Select the client for whom you want to add a service.

    The Client Profile page appears.

  4. Click Services > List Services.

    The Current Services page appears.

  5. Click Add Service.

    The Add Service page appears.

General Properties

The fields and options in this step vary depending on the selected service plan. 

  1. In the Description field, enter a description for the service that will appear on the invoice.
  2. In the Service Plan field, select the related service plan.
  3. In the Quantity field, enter the number of this type of service being billed. 
  4. In the Billing Period field, select the renewal period for the service.

  5. In the Discount field, enter the amount of the discount as a percent or monetary sum, then select either % or $ to signify the type of discount.

  6. In the Billing Calculated field, select either By Month or By Period. The monthly setting will bill on a month-to-month basis, the periodic setting bills at the interval specified in the Price field in the Item section.

  7. In the Setup Discount field, enter the amount of the setup discount as a percent or monetary sum, then select either % or $ to signify the type of discount.

  8. Select the Setup Fee Quantity Sensitive field if you want to multiply the setup fee by the number of services added.

  9. In the Contract Term field, select an available contract term. 
  10. In the Assigned Location field, select the appropriate location.
  11. In the Rate Plan field, select an available rate plan.
  12. In the Item field, three separate pieces of information are needed:
    • Price/Billing Period – enter the cost of the service per period selected in the Billing Period field.
    • Setup Fee -  enter the fee for setting up this service.
    • Client Access – select either Visiblto client, Hidden from client, Hidden when $0.00.
  13. Click Next.

Tax Assignments

  1. In the Tax Engine field, select Internal Tax Engine if you are manually adding tax rates through the Ubersmith Clients Settings page, or select SureTax if you are using SureTax as a third-party tax engine to automatically calculate your taxes.
  2. Click Next.
  • If you selected SureTax, complete the additional fields that become enabled.
 Click here to expand...

The Situs Rule and Transaction Type Code fields are defined by SureTax.  They are set to the default values on the service plan and can be changed as needed on the actual service. 

The situs rule, transaction code and zip code are sent to SureTax before an invoice is generated. SureTax then returns the individual tax rates and amounts that need to be billed, which is then included in the invoice.

These fields tell SureTax what service is actually being billed.  Ubersmith uses the recorded zip code to determine the location to tax for.  If there is no zip code set on the service, it looks to see if a device or location is set on the service, if no zip code is found after that, the client’s zip code specified in their primary contact details is used.

  1. In the Situs Rule (US/Canada) field, either select the appropriate rule from the list or click edit to manually enter a code.
  2. In the Situs Rule (Non US/Canada) field, either select the appropriate rule from the list or click edit to manually enter a code.
  3. In the Transaction Type Code field, either select the appropriate rule from the list or click edit to manually enter a code.
  4. In the Zip Code field, enter the client’s zip code.
  5. In the Tax Point to Point Zip Code field, enter a point to point zip code if you wish to use one specific to the service.

  6. In the Setup Fee Situs Rule (US/Canada) field, either select the appropriate rule from the list or click edit to manually enter a code.
  7. In the Setup Fee Situs Rule (Non US/Canada) field, either select the appropriate rule from the list or click edit to manually enter a code.
  8. In the Setup Fee Transaction Type Code field, either select the appropriate rule from the list or click edit to manually enter a code
  9. In the Setup Fee Zip Code field, enter your client’s zip code.
  10. In the Setup Fee Tax Point to Point Zip Code field, enter a setup fee point to point zip code if you wish to use one specific to the service.

  • If you selected Internal Tax Engine, select an appropriate applicable tax rate tax for the Service and/or Setup Fee.

Billing Info

  1. In the Planned Activation Date field, enter the estimated date the service is expected to begin.
  2. In the Activation Date field, enter the actual date the service is scheduled to begin.
  3. In the Client Acceptance Date field, enter the date your customer’s contract agreement was completed.
  4. In the Billing Start Date field, enter the date to begin billing for the service. The field defaults to the current date.
  5. In the Expected Cancellation Date field, enter the estimated date the service is expected to end.
  6. In the End Date field, enter the actual date the service ended.
  7. In the Bill in Advance field, select either Yes or No if you want to bill in advance.
  8. In the Auto Charge field, select either yes or no if you want to automatically process payments through an on-file payment method.
  9. In the Automatic Payment Method field, select the method of payment for the auto charge.
  10. In the Auto-Suspend field, select the field and enter the number of days to automatically suspend the service if payment is overdue.
  11. In the Auto-Cancel field, select the field and enter the number of days to automatically cancel the service if payment is overdue.
  12. In the Post Renew field, select either Yes or No to bill the service in arrears.
  13. Click Next.

Server Info

Complete this step in order for Ubersmith to automatically interface with Control Panel.

  1. In the User ID field, enter the service’s User ID.
  2. In the Password field, enter the service’s password.
  3. In the Domain Name field, enter the service’s domain name.
  4. In the IP Address field, enter the service’s IP address.
  5. Click Next.

Service Notes

Notes are visible to your client.

  1. In the Notes section, click add note.

    The Add Service Note page appear. 
  2. Enter any information regarding your client’s service that you want to appear as a line item when the service is invoiced and click Save.
     
    The Notes section appears.  
  3. Click Next.
     

Custom Fields

The fields and options in this step vary depending on the custom fields you have configured. See Custom Service Fields for more information.

  1. For each appropriate custom field, enter or select the corresponding input.
  2. Click Next.

Comment

Comments can be used for internal-only information and are not related to invoices.

  1. In the Comments section, enter any information regarding your client’s service, as necessary. You can also attach any file.
  2. Click Next or Save or Save & New.
      

Usage Plan Rate

This step appears if you are using a service to calculate usage data.

  1. In the Name field, confirm the appropriate usage plan is listed. If not, type or select the appropriate entry.
  2. Click Save.


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