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...
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
(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...
How to Add a Quote?
1. Click on Subscribers2. Search for the subscriber or select from the list.3. Click on Packages & Invoices4. Click on the three dots.5. Select New QuoteAdd a Package to a Quote 6. Add a Package or an Item by clicking on the either buttons.7. Select the item or...
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...
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...
Mass Email Editor
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
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....
Process NACHA Payments
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...
Validate Subscriber Address
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...
Add Customers to VISP
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...
Portal Alerts or Notifications
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...