Manually Adding Services

Here are the key steps to add a customer if their service activation fails:

  1. Navigate to the Customer Section

○      Go to the Customers section.

○      Click on Add Customer.

  1. Fill Out the Customer Form

○      A form will appear where you need to input the customer’s details.

○      Key details to enter:

■      Portal login & password

■      Billing type (Recurring/Other)

■      Category (Individual/Other)

■      Full name

■      Email & Billing email

■      Phone number

■      Date of Birth (Super important)

■      Identification details

■      Partner & Location

■      Address details (Street & ZIP Code)

 

  1. Save the Customer Information

○      Double-check all details before saving.

○      Ensure the Date of Birth is entered correctly.

 

Here's a step-by-step guide for adding a service based on the images and instructions you provided:

Guide to Adding a Service

Step 1: Navigate to the "Services" Tab

  1. Open the customer's profile in the system.

  2. Click on the "Services" tab.

  3. Click on "Add service" (green button on the right side).

  4. Ensure the view is set to "Active" to see active services

.

 

 

Step 2: Selecting the Correct Plan

  1. Choose the correct plan based on the customer's purchase.

  2. You will see two options for each plan—ensure you pick the right one according to system integration.

  3. Update the description:

○      If the network is Verizon, use "TS ICCID: (SIM ID)".

○      If the network is T-Mobile, use "TM ICCID: (SIM ID)".

Step 3: Entering Essential Information

  1. Enter the SIM ID in to the “Port ID” in the designated section.

○      ⚠️ Missing the Port ID can result in service suspension.

  1. Verify the details:

○      Price, Billing Start Date, and Billing End Date.

○      Set Billing End Date to "Endless" if applicable.

○      Ensure Service Login is correct.

Step 4: Save the Service

  1. After verifying all details, click "Save".

  2. The new service will now be active and visible under Internet Services.

✅ Final Checklist Before Saving:

●      Correct plan selected

●      Description updated with ICCID

●      Port ID entered

●      Billing details verified

●      Service login confirmed

●      Additional configurations completed (if applicable)

This guide ensures accuracy while adding services and prevents potential errors. If you encounter any issues, contact the manager of the team for assistance.

A

Billing Setup and Recurring Invoice Process

Billing is a critical component of the system, and any modifications to billing information must be authorized by Sarah Nolan. Below is a step-by-step guide to ensure accuracy in setting up and managing recurring invoices.

Step 1: Accessing Billing Settings

  1. Navigate to the Billing section.

  2. Click on Billing Config and select the appropriate Billing cycle date

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Step 2: Creating a Recurring Invoice

  1. Go to the Finance Documents tab.

  2. Click on Add Document and select Recurring Invoice from the dropdown menu.

  3. A notification will appear confirming the action.

Step 3: Configuring the Invoice

  1. Upon selecting Recurring Invoice, the associated service and correct pricing will be automatically populated.

  2. Select the appropriate due date from the Due Date section.

  3. Click Save to

    finalize the invoice.

 

Once saved, the system will automatically generate recurring billing and invoices based on the selected due date. Future billing dates will be scheduled accordingly.

For any changes to billing information, prior approval from Sarah Nolan is required.

This version keeps the instructions clear and professional while maintaining a structured and concise format. Let me know if you'd like any further refinements!