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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 six-step wizard.

Steps

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.

Step 1 of 6, General Properties

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 Billing Period field.

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/Month – enter the cost of the service per month.
    • Setup Fee -  enter the fee for setting up this service.
    • Client Access – select either Visibleto client, Hidden from client, Hidden when $0.00.
13. Click Next.
    
    

Step 2 of 6, 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.
   NOTE: See Clients Settings - Taxes for more information.
2. If you selected SureTax, complete the additional fields that become enabled:
3. If you selected Internal Tax Engine, select an appropriate applicable tax rate tax for the Service and/or Setup Fee.
   
4. Click Next.

Step 3 of 6, 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.
    

Step 4 of 6, Server Info

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.
   

Step 5 of 6, Service Notes

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.
    

Step 6 of 6, Comment

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

Related Topics 

Якорь
Related Topics Related Topics

 

Managing Services

Adding Service Plans

Managing Service Plans

Billing Periods

Adding Rate Plans

Managing Rate Plans

Adding Contract Terms

Managing Contract Terms

Adding Service Plan Upgrades

Managing Service Plan Upgrades

Adding Locations

Tax Rates

Payment Processing Options

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