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Add Equipment Charge to an Invoice

To add an equipment charge on a subscriber’s invoice, first, go to your subscriber’s list and click on a subscriber’s account. Then, do the following:

  1. Click on the plus sign in the Equipment Section.
  2. Select the equipment you want to add.
  3. You’re presented with two options. In both, you have the option to set a recurring charge for the equipment.
    • Add and Configure
      • This means that you will configure the equipment first, before charging for it.
      • After clicking on Add and Configure, you will be brought to the equipment section for the subscriber’s account. Here you can edit certain information and fields related to the equipment.
      • After you’re done, click on the vertical ellipsis in the Info section and choose Invoice Now.
      • This adds an equipment item charge to any new or open invoice.
      • You may toggle the recurring box if the equipment is going to be charged on a recurring basis.
      • Here you must also set the quantity, tax, and rate for the equipment.
      • When you’re done, click on Save and Configure.
    • Add to Invoice
      • This means that you will add a charge to the invoice before you configure the item.
      • After selecting the item and choosing to Add to Invoice first, when clicking on the Save button, you will be brought back to the invoicing section.
      • You may toggle the recurring box if the equipment is going to be charged at a recurring rate.
      • Here you must also set the quantity, tax and rate for the equipment.
      • When you’re done, click on Save and Configure.
  4. The invoice charge, the item, or both will appear on the customer’s account afterward.

 

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