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

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.

6. 
    

Related Topics 

Adding Service Plan

Managing Billing Periods

Adding Rate Plans

Contract Terms

Adding Service Plan Upgrades

Adding Locations

Adding Tax Rates

Payment Processing Options

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