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 2:25 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 2:26 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 2:46 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 2:46 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 ac...
Fri, Jun 25, 2021 at 2:46 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 2:47 PM
I set up a customer, enabled and added a phone number for them. Where can I enter a coupon?→
If the customer's account isn't active yet: When you go to manually activate the customer's account, you'll find the option to apply a ...
Sat, Sep 17, 2022 at 2:08 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 10:29 AM
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 2:52 PM
We had someone sign up for a regular mail service, but they now want to add forwarding services. How do we charge for this? I don't see a space where we can add a service in their account.
It depends on the customer's needs. If the customer wants their mail forwarded in bulk and the plan they are on does not support that, then as the opera...
Fri, Jul 16, 2021 at 11:04 AM