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 > ListServices.
   
   The Current Services page appears.

5. Click Add Service.
   
   The Add Service page appears.

Step 1 of 6, General Properties

• In the General Service Details section perform the following:

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.
   

• In the Pricing & Options section, perform the following:

1. In the Contract Term field, select an available contract term. 
2. In the Assigned Location field, select the appropriate location.
3. In the Rate Plan field, select an available rate plan.
4. 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.
     
      

• Click Next.

Related Topics  

Service Plan

Billing Periods

Rate Plans

Contract Terms

Service Plan Upgrades

Locations

Tax Rates

Payment Processing Options

Control Panel