Steps
Access the Add Services page.
- From the Ubersmith Dashboard, click either Clients or Go to Client Manager.
The Client Manager Dashboard appears. From the Client Manager Dashboard, click View All Clients.
The Active Clients page appears.Select the client for whom you want to add a service.
The Client Profile page appears.Click Services > ListServices.
The Current Services page appears.Click Add Service.
The Add Service page appears.
Step 1 of 6, General Properties
In the General Service Details section perform the following:
In the Description field, enter a description for the service that will appear on the invoice.
In the Service Plan field, select the related service plan.
In the Quantity field, enter the number of this type of service being billed.
In the Billing Period field, select the renewal period for the service.
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.
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.
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.
Select the Setup Fee Quantity Sensitive field if you want to multiply the setup fee by the number of services added.
- In the Pricing & Options section, perform the following:
| Информация |
|---|
The fields and options in this section vary depending on the selected service plan. |
| панель | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
On this page:
|