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.
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 > List Services.
The Current Services page appears.
Click Add Service.
The Add Service page appears.
The fields and options in this step vary depending on the selected service plan.
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 Price field in the Item section.
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.
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.
Complete this step in order for Ubersmith to automatically interface with Control Panel.
Notes are visible to your client.
The fields and options in this step vary depending on the custom fields you have configured. See Custom Service Fields for more information.
Comments can be used for internal-only information and are not related to invoices.
This step appears if you are using a service to calculate usage data.
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