Documentation Series

Learn About VISP App Dashboard

Help Documentations / Subscriber Tickets

Subscriber Tickets

How to Open or Create a New Ticket?

1. Click and open the Subscribers list.
Subscriber Tickets - Visp App

Search for the subscriber or select from the list.

2. In the Tickets section, click on the blue plus icon.
Subscriber Tickets - Visp App

3. Alternatively, in the upper-right corner of the app, click on the plus icon.

This is a shortcut to adding tickets to an account.

Subscriber Tickets - Visp App

4. Select, “Open Ticket”
Subscriber Tickets - Visp App

How to Populate the Fields in a Ticket?

5. Click on the arrow icon, to set “Priority”
Subscriber Tickets - Visp App

6. Select Normal

By default tickets are set to Normal priority. You can change the priority by updating this field.
Subscriber Tickets - Visp App
7. Click on the U icon to set an Assignee.

Subscriber Tickets - Visp App
8. Select a technician from the dropdown to assign the ticket.

Subscriber Tickets - Visp App

9. Click on the plus icon, under Follower.
Subscriber Tickets - Visp App

10. Select a Follower from the dropdown.
Subscriber Tickets - Visp App
A ticket follower watches a ticket’s progress and might work on it if the assigned person is unavailable.

💡 In the subscriber field, input the customer’s name, address, phone, or email manually.

The system suggests matching subscribers based on your input.

11. Input a name to query or search for the customer from the database.
Subscriber Tickets - Visp App
12. Select the subscriber from the recommended list.
Subscriber Tickets - Visp App

💡 Create a ticket within the subscriber’s account to auto-fill basic details.

Adding a ticket within the customer’s account automatically fills in the subscriber details in the provided fields.

13. Click on the arrow in the Type field.
Subscriber Tickets - Visp App
14. Use the dropdown to select the Ticket Type.
Subscriber Tickets - Visp App
In Visp, ticket types are categories for managing and tracking customer requests, technical issues, and service tasks like installations, billing, and maintenance.

15. Click on the arrow icon under Status.
Subscriber Tickets - Visp App

16. Use the dropdown to select a Status from the list.
Subscriber Tickets - Visp App

17. To set a tentative deadline, click on Due On or Before, and choose a date.
Or to schedule an event or job on the calendar, click “Schedule.”
Subscriber Tickets - Visp App

18. Set the Appointment Duration and use the calendar to choose a date.
Subscriber Tickets - Visp App

19. Click on OK to save.
Subscriber Tickets - Visp App

20. Input a ticket summary.
Subscriber Tickets - Visp App

21. Click on Edit, to input the description.
Subscriber Tickets - Visp App

22. Save your work.
Subscriber Tickets - Visp App

💡 Tasks and Attachments fields activate after saving and adding the ticket.

How to Add Tasks and Attachments to Your Ticket?

23. Click on the plus icon to add Tasks.
Subscriber Tickets - Visp App

24. Input a task and click on the blue check icon to save.
Subscriber Tickets - Visp App

25. Click on the X icon to the right, to remove a task from the list.
Subscriber Tickets - Visp App

26. Click on “Attachments.”
Subscriber Tickets - Visp App
You or your technicians can add images to your tickets as proof of completed jobs or tasks.

💡 Remember to save your work when done.

How to Link Two or More Tickets

27. In the Linked Tickets section, use the dropdown to select if the ticket is a parent, child, or merged topic.
Subscriber Tickets - Visp App

28. Search for the ticket or select from the list.
Subscriber Tickets - Visp App
In this example, we’ll make the current ticket a child of another ticket.

29. Click on “Link Ticket.”

Subscriber Tickets - Visp App

💡 Remember to save your changes.

How to Add Fees and Other Charges via the Ticket Bill of Materials (BoM)

30. Click on the external link icon.
Subscriber Tickets - Visp App

31. Click on + Other Item
Subscriber Tickets - Visp App

32. Click on New Item
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33. Click on Add To BoM

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34. Click on Ok
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35. Click on Ok
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36. Click on Cancel
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37. Click on + Other Item
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38. Click on chargedback
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39. Click on Add To BoM
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40. Click on Ok
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41. Click on highlight
Subscriber Tickets - Visp App

42. Click on Ok
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43. Click on Save
Subscriber Tickets - Visp App
How to View Ticket Activity

44. Click on highlight
Subscriber Tickets - Visp App

45. Click on highlight
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46. Click on Save
Subscriber Tickets - Visp App

How to View and Post Messages on a Ticket

47. Click on Messages
Subscriber Tickets - Visp App

48. Type in highlight
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49. Click on Send
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50. Click on highlight
Subscriber Tickets - Visp App

51. Type in highlight
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52. Click on Post
Subscriber Tickets - Visp App

How to Send Messages to the Customer

53. Click on External
Subscriber Tickets - Visp App

54. Type in highlight
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55. Click on Post
Subscriber Tickets - Visp App

56. Click on Ticket #1575640
Subscriber Tickets - Visp App
How to Add Signatures on Tickets

57. Click on Signature
Subscriber Tickets - Visp App

58. Click on highlight
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59. Click on Accept
Subscriber Tickets - Visp App

How to Close, Delete, or Resolve a Ticket

60. Click on Mark as Resolved
Subscriber Tickets - Visp App

61. Click on Resolve Ticket
Subscriber Tickets - Visp App

62. Click on Yes
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63. Type in highlight
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64. Click on Send
Subscriber Tickets - Visp App

💡 For more information about this and all other features in Visp, reach out to your Visp Client Success Team today. Phone: 541-955-6900 Email: success@visp.net Open a ticket via www.visp.net/ticket

Add Prospects or Subscribers

Add a new subscriber or prospect in Visp by filling out the required fields, completing billing details, and clicking “Add.” Optionally, auto-generate the username and password.

How to Update Customer Service and Billing Contact / Address Information

Update contact details in Visp by editing the customer profile, adjusting necessary fields, and saving changes. Add separate billing information if required

How to Set up a Parent Account with Linked Child or Sub-Accounts?

Set up parent-child accounts in Visp to manage multiple accounts and consolidate billing. Use the “bill all to another” feature to streamline payments.

Allow Customers to Create Their Passwords

When a new user is added to VISP, a password reset link is sent to their email for account setup. If the email is missing, a system-generated or manually created password is used.

Deleting a Subscriber

To delete a subscriber in VISP, select the subscriber, click the three dots, and choose “Archive.” To restore an archived subscriber, search in the Archive column, and select “Unarchive.”

(Workflow) Archive Subscribers

To archive a subscriber in VISP, ensure no outstanding balances, collect any equipment, and deactivate services before selecting “Archive.”

Options When a Customer is Archived

When archiving a customer in VISP, options include removing packages, writing off bad debt, and deleting saved card information after 90 days.

Subscriber Payment Workflow

Process one-time payments, save or add payment methods, and set up autopay and automatic retry options in VISP.

Workflow: Receive Check and Cash Payments in Visp

Process cash or check payments in VISP by selecting the payment method, entering details, and posting the payment for accurate financial records.

Process NACHA Payments

Activate NACHA in VISP for secure eCheck payments by configuring settings, setting NACHA as default, and processing payments while managing reports, refunds, and reversals.

Add a Package to a Prospect or Subscriber

Add a package to a prospect or subscriber in VISP by selecting a package, setting the billing date, activating the service, verifying devices, adding charges to invoices, and sending the invoice via email.

Enable and Configure Subscriber Alerts

Enable and configure subscriber alerts in VISP by adding alerts, customizing settings, choosing icons, entering messages, and setting navigation links to enhance team communication and streamline workflows.

Attach Files to Emails

Attach files to emails in VISP by using the paper clip icon in the email editor for mass emails or by clicking an email address in a subscriber’s profile.

Filters

Manage and customize subscriber lists in VISP by adding or editing filters through the search field to streamline operations and group subscribers based on specific criteria.

Add a New Filter

To add a new filter in VISP, access your Subscriber list, click the search bar, choose “New Filter,” set the data source, operator, and criteria, then save or email the filtered subscribers.

Create and Customize a Filter

Attach files to emails in VISP by using the paper clip icon in the email editor for mass emails or by clicking an email address in a subscriber’s profile.

Automate the Reactivation of Hibernated Packages

To automate reactivation of hibernated packages in VISP, enable auto-reactivation, set a reactivation date using the date picker, and save changes.

Workflow: Cancellation Surveys

Enable cancellation surveys in CRM, archive the subscriber with a reason, and view archived accounts in the Archived table.

Upgrade Subscriber Service or Package

To upgrade a subscriber’s package, add a new package, move active services to it, and confirm changes. The old package will become inactive automatically.

Suspend a Package

To suspend a subscriber’s package, select the subscriber, choose the package, and click “Suspend.” All services in the package will be suspended. To unsuspend, click “Unsuspend.”

Hibernate a Package

To hibernate a subscriber’s package, open their account, select an active package, and click “Hibernate.” This will stop billing until reactivation. Note: Only internet service packages can be hibernated.

Usage-Based Billing

Enable it in Main Menu > Billing Tab > Packages > Provisioning. For individual subscribers, configure settings under Usage-Based Billing in their package. Save changes.

How to Delete a Package

To suspend a subscriber’s package, select the subscriber, choose the package, and click “Suspend.” All services in the package will be suspended. To unsuspend, click “Unsuspend.”

Deactivate a Service

Select a subscriber, go to Packages and Services, expand the package, choose the service to deactivate, and click Deactivate.

Change or Update Subscriber Internet Speed

Select a subscriber > Packages > expand package details > go to Speed Limits to adjust speeds. Save.

Activate Package Hibernation

Learn how to activate package hibernation in Visp, enabling temporary suspension of internet services while allowing customization and reactivation options.

Activate a Package or Service

Learn how to activate packages or services for subscribers in Visp with step-by-step instructions.

Upgrade Packages via the Change Option

Learn how to upgrade packages in Visp using the Change option, including billing adjustments for pro-rated charges, credits, and next invoice scheduling.

Package Upgrade (Move Process)

Learn how to activate package hibernation in Visp, enabling temporary suspension of internet services while allowing customization and reactivation options.

Add and Configure Packages

Learn how to add and configure packages in Visp, including setting up package details, pricing, services, taxes, and speed limits, and managing package options.

Create a Package (Basic Guide)

Learn how to create and configure packages in Visp, including setting package details, pricing, services, and speed limits. Discover how to add services, set recurring rates, and manage provisioning options.

How to Add a Quote?

Discover how to add, customize, and send quotes in Visp, including adding packages and items, viewing PDFs, emailing quotes, and converting them to invoices.

How to Apply Credits to a Customer’s Account

Learn how to add and configure packages in Visp, including setting up package details, pricing, services, taxes, and speed limits, and managing package options.

ISP Logs

Discover how to use the ISP Logs section in Visp to review historical changes, filter data by date range, and access related documents like payments and equipment lists.

Enable Automatic Payment of Invoices to VISP.net

Enable automatic payment for your invoices in Visp.net by setting up billing reminders, adding a balance threshold, and scheduling payments.

Receive Payments

Learn how to add and configure packages in Visp, including setting up package details, pricing, services, taxes, and speed limits, and managing package options.

Managing Equipment in Archived Customer Accounts

Learn how to manage equipment in archived customer accounts in VISP, ensuring proper tracking and retrieval for ISPs dealing with high-turnover locations like apartments or condos.

Dashboard Customization Guide

Enable automatic payment for your invoices in Visp.net by setting up billing reminders, adding a balance threshold, and scheduling payments.

Packages & Invoices

Workflow: Adding New Items

Discover how to add new billing items in Visp using the Items Manager. Learn to create item profiles, assign codes, choose types, and manage activation with ease.

Workflow: Archive Customers

Learn how to archive customers in Visp, handle equipment returns, write off bad debt, remove expired cards, and manage cancellation surveys to maintain a clean customer database.

Workflow: Receiving Money Order Payments

Learn the step-by-step workflow for processing money order payments in Visp, from receiving and recording the payment to applying it to customer accounts and updating balances.

Workflow: Processing Refunds

Learn how to enable and process refunds or void transactions in Visp, including setting up refund permissions and reviewing transactions.

Update Billing Cycle

Learn how to update a subscriber’s billing cycle in Visp, including options to apply changes on the next invoice, reverse charges for unused days, or reverse charges for unused months.

How to Create a New Invoice and Add Invoice Items

Learn how to create new invoices and add or customize invoice items in Visp to streamline your billing process.

Edit an Invoice

Learn how to create new invoices and add or customize invoice items in Visp to streamline your billing process.

Delete an Invoice

Learn how to update a subscriber’s billing cycle in Visp, including options to apply changes on the next invoice, reverse charges for unused days, or reverse charges for unused months.

How to Void an Invoice?

Learn how to void an invoice in Visp by selecting the invoice from a subscriber’s Transactions tab and using the “Void this Invoice” option.

Add Equipment Charge to an Invoice

Learn how to add and configure equipment charges to a subscriber’s invoice in Visp to ensure accurate billing and equipment management.

How to Add a Credit Memo?

Learn how to add, view, and manage credit memos in Visp, including applying them to invoices and sending them via email.

Add a One-Time Discount

Learn how to apply a one-time discount to an invoice in Visp, including setting item details and configuring discount rates.

Adding a Credit or Debit Memo

Learn how to add a credit or debit memo to a subscriber’s account in Visp, including adjusting accounts receivable or payable with detailed steps and descriptions.

Recurring Discount

Discover how to add a recurring discount to future invoices in Visp by creating a custom line item and enabling the recurring option.

Bill-to-Another Feature

Learn how to apply a one-time discount to an invoice in Visp, including setting item details and configuring discount rates.

Add Scheduled Actions (Reschedule Late Fee / Suspension)

Discover how to reschedule suspensions and late fees in Visp by adding scheduled actions to adjust dates and manage payment extensions effectively.

Set Manual Invoice Dates

Learn how to manually set invoice dates in Visp, ensuring they align with package start dates and billing options for accurate invoicing.

Credit Memo

Learn how to apply a one-time discount to an invoice in Visp, including setting item details and configuring discount rates.

Refunds

Learn how to process refunds in Visp, including voiding transactions, enabling refund options in payment gateway settings, and handling refund policies.

Bill All to Another

Simplify billing with the “Bill All to Another” feature in Visp, allowing the transfer of all invoices and charges from a child account to a parent account.

Setup Multiple Payment Gateways for Different Billing Methods

Learn how to apply a one-time discount to an invoice in Visp, including setting item details and configuring discount rates.

Add Scheduled Actions (Reschedule Late Fee / Suspension)

Learn how to easily reschedule late fees or suspensions for subscribers in VISP using the ‘Add Scheduled Actions’ feature with step-by-step instructions.

Logs

Remove or Update Card Information

Learn how to remove or update card information in Visp, including adding a new card, enabling autopay, and setting up automatic retry for secure and efficient billing.
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