by Randy De la Cruz | Jul 8, 2015 | Billing and Automation Software Version 6, Help, Transactional Tasks
In the Mass Email Manager, you will be able to update an existing subscriber mass email filter without going to the Filters panel. Here’s how: Uncheck subscribers that you don’t want to send the mass email template but are included in the assigned To filter. Click the... by Randy De la Cruz | Jul 7, 2015 | Billing and Automation Software Version 6, Finding Instant Help, Help, Transactional Tasks
Whether you would like for new subscribers to enter their information first or have them select a service before that is completely a matter of preference, because you can choose how your online sign-up process flow will go. To set-up the online sign-up process flow... by Randy De la Cruz | Jun 30, 2015 | Billing and Automation Software Version 6, Finding Instant Help, Help, Transactional Tasks
If you have an existing balance (meaning you’re Past Due) UBO will present the Payment Window, and you will not be able to access the rest of the software until a payment is made. In here, you can choose your preferred method of payment–but at the moment VISP only... by Randy De la Cruz | May 29, 2015 | Billing and Automation Software Version 6, Help, Transactional Tasks
Whether it’s a mistake in receiving payments or a discount you forgot to punch in, the Refund feature is your life-saver. Just make sure you set it up in the ISP Configuration > Billing Options > Merchant Account > Merchant Service Provider for Receive Payment window... by Randy De la Cruz | Aug 7, 2014 | Billing and Automation Software Version 6, Transactional Tasks
For additional one time charges, such as extra equipment or repairs, you can add these in a separate invoice on a subscriber’s account. To add an invoice, first select a subscriber. Go to the statements tab and Click on the add invoice button. The Invoice window pops... by Randy De la Cruz | Aug 7, 2014 | Billing and Automation Software Version 6, Transactional Tasks
Here’s how you take a money order payment: Select a subscriber. Go to the statements tab. Go to receive payment. Amount due is automatically posted. You may put a memo. We will go to the drop down and choose money order. Enter the money order number. After that,...