Steps
Navigate to the Services tab of a client whom you would like to add a service to and click the Add Service link on the upper-left side of the page.
In the resulting popup, you will see a number of fields designed to help you add a service to the client in question. There are seven steps to adding a new service, but clicking the 'Save' button at the bottom of the window at any time will create the new service with specified details, provided the minimum required data has been provided.
General Service Details
Description
Enter a description for the service in question. This will be the main identifier for the service that you are creating and is what will appear in invoices sent to the client when it is billed.
Service Plan
Use the dropdown menu to select the service plan that you would like the new service to represent.
Quantity
Enter the number of this type service requested by your client in this field.
Billing Period
Select the renewal period for which you plan to bill the client in this drop-down menu. The default billing periods are one-time, monthly, quarterly, semi-annually, and annually.
Discount
If you would like to give a discount to your client, you can enter it as a percent or monetary sum in this box.
Billing Calculated
This section allows you choose whether if billing will be calculated on a monthly or periodic basis. While the monthly setting will (predictably) bill on a month-to-month basis, the periodic setting can be set to bill a client in the interval specified in the 'Billing Period' dropdown menu.
Setup Fee Quantity Sensitive
Check this box if you would Ubersmith to multiply the setup fee by the number of services added.
Pricing & Options
The fields and options that you see here will vary depending on the service pan that you choose.
Click the 'Next' button once you are satisfied with the changes you've made. The next section concentrates on the billing information of the service.
Billing Info
Start Date
Enter the date which you would like to being billing the service on.
End Date
Enter the date which you would like to stop billing the service on (this field can be left blank if you do not intend to stop billing).
Post Renew
This option is used to bill the service in arrears. In almost every case this setting should only be enabled by service modules.
Auto Charge
This setting determines whether if your client will be automatically billed for this service.
Automatic Payment Method
This dropdown menu allows you to select the method by which you will draw payment from your clients (i.e. Credit Card, Paypal, ect.)
Auto-Suspend / Auto-Cancel
These options allow you to suspend and/or cancel a service if payment is a set amount of days overdue.
Click the 'Next' button, once you are satisfied with your configuration.
Service Info
User ID
This field is used for control panel integration. Enter the ID that corresponds with the control panel setup (if applicable).
Password
This field is used for control panel integration. Enter the password that corresponds with the control panel setup (if applicable).
Server Name
This field is normally filled with the client's hostname that corresponds with the control panel setup (if applicable).
IP Address
Enter the IP address of the client's machine in here, if they are to have a dedicated IP address on the control panel host.
Control Panel Integration
Check this box if this service needs to be configured on a control panel host.
Once you are finished configuring this section, click the 'Next' button.
You will be brought to another section entitled 'Service Notes.' This section allows you to enter in any important information regarding your client and/or the service in question.
Click the 'Next' button once you are finished adding notes. The section, entitled 'Custom Fields' allows you to modify any custom fields that you may have added in the 'Custom Service Data Fields' section of 'setup & admin'.
Click the 'Next' button once you are finished filling out custom field data. The last section, entitled 'Comment' simply allows you to add any applicable comments to the service.
Once you are finished adding comments, click the 'Save' button to add the new service, or 'Save and New' to add the new service and begin creating another new service for the client.
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