Documentation Series

Learn About VISP App Dashboard

Packages

Setup your packages and services by opening the menu and going to the Billing tab. Select Packages.

Packages - Setup your packages and services by opening the menu and going to the Billing tab.

Articles

Partial Payments

Visp allows for processing partial payments. Simply enter a partial amount when receiving payments and ensure the payment is assigned to the correct invoice via Invoice Distribution. View Current Balance 1. Click and open the Subscribers' List / Table. 2. Search for...

One-Time Discount

Make a one-time or single-use discount item by selecting the 'CUSTOM' type when you add it to your invoice. Add a Custom Line Item on an Invoice 1. Click and open the Subscribers' List 2. Search for the subscriber or select from the list. 3. In Packages &...

Create and Configure Packages

A package typically comprises one or more services, such as internet, hotspot, email, fiber connections, and website hosting, among other services. How to Create a Package? 1. Click the nine-dot menu in the upper right corner to open the VISP Admin Page. 2. Click on...

How to Add a Quote?

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 Quote Add a Package to a Quote 6. Add a Package or an Item by clicking on the either buttons. 7. Select the item...

Create a Package (Basic Guide)

A package can include multiple services, each with its settings and metadata. The services are billed as one. However, if you want to create a custom package with custom items billed separately, you can do so via the Items Manager. Reach out to your Visp Client...

Add and Configure Packages

To add and configure the basic settings for a package in VISP: Go to the Menu. Select the Billing Category Click on Packages The dropdown you see here allows you to sort the packages into Residential or Business To the right, click on Add New. Enter a Package Name....

Package Upgrade (Move Process)

 To manually transition from one package to another (Upgrade or Downgrade) here are the steps: Go to your customer's profile. Go to the package card/section, and then click on the plus sign. Select a package from the list. Click on Add and Configure. Now go to the...

Upgrade Packages via the Change Option

 To upgrade packages using the Change option Go to your customer's profile. Go to the package and services section, and then click on an existing package. Next, click on the Change button Click on Choose a Package Select a package from the list. Click on the Choose...

Automate reset of Speed Limits for Wireless Services

One of the effective strategies to increase your profit is to upsell your services, and sometimes this will take putting in an offer from your other services as well. For example, if you want to upsell your DirecTV service, you could offer 90 days of internet speed...

View Subscriber Logs or History

Notes, attachments, logs are very important especially if they contain crucial information regarding the subscriber. Here is how to view this information: Select a subscriber. Select Logs tab. Select a category. Click on any column header to sort the data in ascending...

Upgrade Subscriber Service or Package

For UBO or desktop (Java) version, refer to this link. To upgrade to a new package, you need to add a new package first then move all active services to the new package. This ensures there is no service interruption to the subscriber. Select a subscriber and click the...

Suspend a Package

For UBO or desktop (Java) version, refer to this link. Subscriber suspension is typically an automatic action in the software, based on settings you specify individually for subscribers. If you have a default auto-suspend set in your Auto Actions settings, the...

Hibernate a Package

For UBO or desktop (Java) version, refer to this link. If you have subscribers who are going on an extended vacation or spend part of the year in another part of the world, there are several ways you can approach billing for these for the convenience of you and your...

Usage-Based Billing

For UBO or desktop (Java) version, refer to this link. Usage-based billing is a great way to keep track of your high-usage subscribers and manage users’ bandwidth. First, activate the usage-billing settings:  Main Menu > Billing Tab >Packages > select the...

How to Delete a Package

For UBO or desktop (Java) version, refer to this link. Like package suspension, package deletion applies to the entire package that is provided to a subscriber. Deleting a package from a subscriber’s account means deleting all the services included in it. If you want...

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