*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, you can void the transaction by logging into your merchant portal. Voiding the payment is usually...
Subscriber
Go to the menu, and open the CRM tab. Here you can edit your Message Templates and configure the Messaging Services for subscriber notifications.
Add a Prospect or Subscriber
Add a Package to a Prospect or Subscriber
Validate Subscriber Address
Enable Email Notification for New Signups
Send a Mass Email
Scheduled and Triggered Emails
Account Manager and Signup Portal
(Workflow) Archive Subscribers
Subscriber Tickets
Subscriber Payment Workflow
Articles
Options When a Customer is Archived
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...
Automate the Reactivation of Hibernated Packages
This feature allows you to automatically reactivate customers who have been hibernated in the system. There are two ways to trigger this: one is within the package, and the other is in the billing options of the customer's profile. Note that reactivating a hibernated...
How to Set up a Parent Account with Linked Child or Sub-Accounts?
The parent-child relationship provides a clear hierarchical structure, making it easy to organize and manage multiple accounts. Payments can be made from the parent account to cover all sub-accounts, eliminating the need for multiple transactions and reducing...
How to Update Customer Service and Billing Contact / Address Information
Here are some key points about the Primary and Billing Contact information and how to update the details. To edit the primary contact/address, go to the customer's profile and click the pencil icon in the "Primary Contact" panel. The Primary Contact field also has the...
Enable and Configure Subscriber Alerts
Customer Alerts are vital for improving communication within your team. They allow for swift and effective notifications between departments about a customer account. These alerts are designed to be noticeable and direct team members to specific items within a...
Payment Reminders
There are several easy methods to remind customers to make payments. Firstly, you can directly send a one-time message by opening the customer invoice and emailing it to them. Secondly, use a pre-designed template from the system. Go to the Subscribers' list, click on...
(Workflow) Archive Subscribers
To archive a customer, there are a few important steps to follow. 1. Confirm the customer has no outstanding balance before proceeding. Balances can be cleared and automatically adjusted in Visp as needed. 2. To schedule deactivation, open a support ticket with the...
Account Manager and Signup Portal
1. Click the nine-dot menu in the upper right corner to open the Visp Admin Page. 2. Click on CRM 3. Select Portals How to Access the Online Signup Form? 4. Click on Online Signup 5. Here's the default link to view the Online Signup Form. Linked on this step is a...
Subscriber Tickets
How to Open or Create a New Ticket? 1. Click and open the Subscribers list. Search for the subscriber or select from the list. 2. In the Tickets section, click on the blue plus icon. 3. Alternatively, in the upper-right corner of the app, click on the plus icon. This...
Subscriber Payment Workflow
How to Process a One-Time Payment? 1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on Payments 4. Click and add a memo or note. 5. Input the amount. 6. Or select invoices to distribute the payment to. 7. Click on the Payment...
Add a Package to a Prospect or Subscriber
1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on the plus icon in the Packages/Services section. 4. Using the pop-up list of Packages/Services, select a package. 5. Click on Add and Configure How to Set the Bill Start Date and...
Add a Prospect or Subscriber
1. Click the nine-dot menu in the upper right corner to open the VISP Admin Page. 2. Click on "Add Prospect or Subscriber" 3. Fill out the form. Fields with a red asterisk (*) are required. 4. Type the customer's address. The Address field offers suggestions, making...
Details on the Different Options in Avalara
Extensions > Avalara > Configuration Items : Additional InfoSandbox: Default toggle for a newly setup account with Avalara Live: The Avalara Onboarding team will assess the account, if it’s valid for production after the ISP meets all the requirements for going...
Create and Customize a Filter
To add a new filter in VISP, do the following: Go to your Subscriber's list. Click on the search bar, and hit New Filter. In the first field, identify the source of the data. In the second field, identify the operator. Lastly, enter the value or criteria you want to...