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.
Tue, Jun 8, 2021 at 6:03 AM
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.
Tue, Jun 8, 2021 at 7:40 AM
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.
Tue, Jun 8, 2021 at 6:01 AM
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...
Tue, Jun 8, 2021 at 5:06 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...
Tue, Jun 8, 2021 at 12:17 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...
Wed, Jun 9, 2021 at 8:51 AM
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...
Tue, Jun 8, 2021 at 12:50 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 ...
Tue, Jun 8, 2021 at 1:07 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? →
The system signs customers up automatically with a pro-rated amount, due on the first of the month, then the full amount is charged on the same date, the fo...
Tue, Jun 8, 2021 at 1:24 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,...
Tue, Jun 8, 2021 at 4:45 PM