We have a customer who is on monthly subscription but wants to switch to the 6 months or yearly plan. Will their new rate be pro-rated with what he has already paid?
Yes, the system will pro-rate and adjust their billing accordingly.
Fri, Jun 25, 2021 at 5:25 PM
Is there any way to apply a credit to a client's account? (In the event they prepay)
Yes! See Prepay Feature for more information.
Fri, Jun 25, 2021 at 5:26 PM
Can a customer add their credit card now for the future start date of their plan?→
A customer must either subscribe through the subscription page or be activated by an administrator manually to enter their credit card details.
Fri, Jun 25, 2021 at 5:46 PM
Our customer just entered their Credit Card, why were they charged on all pending invoices since the date they were activated?→
All pending invoices become automatically due once a credit card is entered into an active account. If an operator does not wish to charge a customer for al...
Fri, Jun 25, 2021 at 5:46 PM
How do we handle a customer's deactivated account that's been locked out due to non-payment? →
The system attempts to send an invoice to customers four times before their account gets deactivated. After the fourth failed attempt, the customer's a...
Fri, Jun 25, 2021 at 5:46 PM
How do we waive our setup fees for new virtual members? →
To waive any fees, follow the steps below: Go to Business Settings  Click on the tab titled "Coupons" Click on the button titled "+ Cr...
Fri, Jun 25, 2021 at 5:47 PM
If a card declined or an attempt failed to charge, how many tries and how many days is it allowed to go before a customer is moved to inactive and is no longer billed? →
The system will automatically make four attempts to renew a customer's subscription, once every five days. On the fourth failed attempt, it will suspen...
Fri, Jun 25, 2021 at 5:47 PM
I set up a customer, enabled and added a phone number for them. Where can I enter a coupon?→
Coupons can only be used when a customer subscribes through your subscription page. When a customer is activated manually, a discount coupon code cannot be ...
Fri, Jun 25, 2021 at 5:48 PM
Can potential customers select a designated start date for their membership when they enroll or does it sign them up automatically when they sign up online? →
When customers sign up, the date they subscribe becomes their subscription renewal date. They get charged for their invoices on that date the following mont...
Fri, Oct 22, 2021 at 1:29 PM
We need to charge all of our customers through another system. How will we know if a customer adds phone services to their profile so we can charge them accordingly? →
All of your customers' fees reflect both on the "Plans & Billing" page in their account and the "Reports" page on the platform,...
Fri, Jun 25, 2021 at 5:52 PM