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...

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...

How to Open Mass Email Editor To send a mass email with the use of Filters, first launch your Mass Email Tool. Go to the Menu Click on the CRM tab Go to Message Templates Email Delivery and Automation There are two types of email delivery in VISP, and you can...

Add a New Filter - Visp Documentation  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....

Does your bank support NACHA? It’s a quick, secure, and reliable payment gateway through the National Automated Clearing House Association (NACHA) network. Why process your customers’ eCheck payments via NACHA? low transaction fees (contact your bank), quick...

To verify the addresses of your customers and make sure that they're in the right location on the map, you can do the following #1: Use Auto-Suggest - You can enter the full address of the customer or the coordinates in the Address 1 field of their Primary or Billing...

There are two common ways to enter customer information in VISP By manually entering the customer information or Using the signup form. Let's first discuss manually adding customer information to the VISP software. Click on the plus sign + in the upper-right corner of...

You can now display alerts or messages on your subscribers’ portal. To enable the feature, and post an alert or message, follow these steps: Go to the Menu Click on the CRM tab Go to Message Templates Select the Customer Portal Message option. Select a template from...

The auto-responder feature allows you to create and present a user-friendly self-service menu for your customers who communicate via text or SMS. This feature allows your customers to get more information, list tickets, do essential account management, and access...

For PCI compliance customers are given the ability to create a password for their account when they are first added to the system. When a new user is added to VISP, a password reset link is sent to the customer's email address so that the customer can create a...

You can get notifications emailed to you or your team when a new subscriber signs up for service. This is an internal message only, and cannot be edited. To access the feature, Main Menu  > My Visp. In the My Visp panel, click on the pencil icon in the Primary...

Create a Twilio Account The Short-Messaging-Service (SMS) feature in VISP allows you to send text messages to your customers, technicians or vendors. To set this up, you must first create a Twilio account. Go to https://www.twilio.com/try-twilio and register, or login...

For UBO or desktop (Java) version, refer to this link. Note that deleting a subscriber means cutting his or her entire account from VISP, so he or she will not be able to access any of your services at all. We advise that you consider a ‘grace period’ before deleting...

You can now schedule invoices to be sent to the VISP Print house for printing. The VISP print house handles the sending of paper invoices to your subscribers. To enable the setting, go to Main Menu > Billing Tab > Invoicing.   Click on Paper Invoice. Under Print...