Billing

Here's a typical workflow for processing money ordes. Customer's Process: Obtain a money order: The customer purchases a money order from a post office, bank, or other provider. Fill out the money order: They fill in the payee information (your ISP / Business name)...

Accepting check or cash payments in your office or a payment kiosk system expands your customer base. Here are the steps for processing check or cash payments in Visp. Receive Cash or Check Payments via the Payment Modal 1. Click on the plus sign on the upper-right...

When you archive a customer, several options become available. These include automatically writing off any bad debt, returning leased or rented equipment to the warehouse, removing expired cards on file after 90 days, and other cleanup processes to ensure the customer...

The Items Manager is the control center for your billing items. It's where you define what you're selling, whether it's a bundled package, a standalone service, a piece of equipment, or a custom fee. Each item gets a unique code, a clear description, and is linked to...

This guide will focus on subscriber billing and managing transactions within the customer's account. It will cover customer invoicing, adding quotes, and creating credit memos, and voiding invoices. Bill-to-another feature is briefly covered. 1. Open your...

In this guide, we will discuss the process for removing or updating your card information in Visp. These steps ensure the processor or gateway receives the new data correctly and removes the old card information. 1. Click on Subscribers2. Search for the subscriber or...

The "bill all to another" feature streamlines the billing process by allowing all invoices and item charges to be transferred from one account to another, such as from a child to a parent account. 1. Click and open the Subscribers list. 2. Search for the subscriber or...

Customers may choose from various payment methods including credit cards, cash, or checks. To accommodate this, enabling several payment gateways in your system might be necessary. Ideally, your primary gateway should handle both credit card and eCheck transactions....

The Taxes and Fees feature lets you apply taxes to invoices- items, and packages. Here, you can set up tax rates, a critical step in the billing process. Configure Tax Labels 1. Click the nine-dot menu in the upper right corner to open the Visp Admin Page. 2. Click on...

To process a refund, you must wait at least 24 hours after the payment was made or ensure the payment has settled. If you need to refund immediately after a transaction, simply log into your merchant portal and choose to void the transaction there. Voiding the payment...

Building Brand Recognition and Improved Customer Experience Adding logos can help create a professional look. Custom design makes invoices unique and memorable, increasing brand recall and recognition. Including marketing messages or promotions for other products and...

To enable the automatic addition of a line item on future invoices, simply create a CUSTOM type and activate the "Recurring" option. How to Create an Invoice and Add a Custom Line Item 1. Click and open the Subscribers' table. 2. Search for the subscriber or select...

The account history shows your financial transactions, such as invoices and payments to Visp. Additionally, the invoices in the Account History show your subscribers' growth or decline over time. This guide covers making payments and setting up auto-payments to Visp....

A Chart of Accounts (COA) is crucial for organizing your finances. It contains five main Types : assets, liabilities, equity, revenue, and expenses. Each account has a unique Code for easy classification in the general ledger, which can be numeric, alphanumeric, or a...