Billing

This covers the activation of the Grace Period and Grace Amount. It also covers the sequence that triggers an account's grace periods and grace amounts. Activate and Set the Global Grace Period and Grace Amount Settings. Grace Periods are fixed periods where you can...

Use Cases for Credit Memo: If you made an invoice error like overcharging or listing incorrect quantities, issue a credit memo to fix the mistake, keep accurate records, and avoid customer issues. Some customers prefer account credits over refunds. Apply a credit memo...

There are three essential areas in Visp.net that must be initially configured: the primary contact, billing contact, and the Contact Us information in your CRM's brandable portal settings. Primary Contact Contains the email address used when sending customer...

This feature or section lets Application Users pay their Visp bill and save their cards or bank accounts for one-time or recurring payments. You can also view your items and balance due in the account information. 1. Click the nine-dot menu in the upper right corner...

1. What are Invoice Defaults? Invoice Defaults lets you set the global invoicing schedule and triggers for customer statutes and automation in Visp. How to Access Invoice Defaults? 2. Click the nine-dot menu in the upper right corner to open the VISP Admin Page. 3....

1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on Open 4. Select a current invoice. 5. Click on + Other Item 6. Search an item or select from the list. 7. Click on Add new item... 8. Input "Discount" for the Item Type. 9. Input...

1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on Packages & Invoices 4. Click on the three dots. 5. Click on "New Credit Memo." 6. Input a Memo description. 7. Choose an invoice to apply this credit memo. 8. Or set the...

1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on Transactions 4. Select an Invoice. 5. Click on the three dots. 6. Select, "Void this Invoice." 7. Read and acknowledge the pop-up message. Click, "Yes," to continue. 8. Invoice...

1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on Packages & Invoices 4. Click on the three dots. 5. Select New Invoice Add Custom Invoice Items 💡 Add a new invoice or edit an open invoice in order to add new items. 6....

1. Click the nine-dot menu in the upper right corner to open the Visp Admin Page 2. Click on Billing. 3. Select Items 4. To create a new custom item that will be bundled or included in a package, follow these steps: Click on Add New Item Enter a unique item code From...