This guide outlines adding more terms to a customerโs subscription, considering different billing schedules and prorated charges.
1. Access the Subscriberโs Profile
- Go to your Subscribers List .
- Search for the subscriber by name or ID.
- Select the subscriber to open their profile.
2. Add the Package to the Subscriberโs Account
- Navigate to the โPackages and Servicesโ section.
- Click the โ+โ sign to add a new package.
3. Alternatively, go to the โPackages and Invoicesโ section.
- Click the three dots on the right and select โNew Invoice.โ
4. In the invoice, click the โ+Packageโ button.
5. Configure the Package Term
- On the right side of the screen, youโll see the quantity and package pricing .
- To add the package, click โAdd to Invoice.โ
- For more customization, click the dropdown menu and select โAdd and Configure.โ This will allow you to activate the package first before adding it to the invoice.
- Note: The system will automatically calculate prorated charges and future billing cycles based on the customerโs existing billing schedule and the systemโs default settings.
6. Understand Billing Schedules and Proration
- New Customers: If the customer is new and has a flexible billing schedule, proration may not be an issue.
- Existing Customers with Fixed Billing Schedules: If the customer has an existing fixed billing schedule, youโll need to carefully consider the prorated charge.
- Existing Customers with Flexible Billing Schedules: Adjustments might be needed to align the new term with their existing schedule.
7. Preview and Adjust Invoice Charges
In the invoice preview, youโll see two to three items :
- Setup Fee: (if applicable)
- Prorated Charge: Covers the period from the current date to the end of the existing billing cycle.
- Fixed Term/Full Term Charge: Covers the full length of the new term.
8. Modify Term Dates (Important!)
- To adjust the prorated charge or the full term charge, click on the blue text displaying the dates.
- A pop-up window will appear with a dropdown menu.
- Select the desired term length: You can manually set the term or choose predefined options like monthly or annual.
- Specify whether the changes should be applied:
- On the same invoice
- On separate invoices
9. Save and Configure
- Once youโve made the necessary adjustments, click โSave.โ
- If you initially chose โAdd to Invoice,โ youโll need to click โSave and Configureโ to finalize the package activation.
10. Activate the Service
- In the โPackages and Servicesโ window, activate the package to complete the process.
11. Review the Invoice
The invoice will now display:
- The prorated charge for the current billing cycle.
- The full term charge for the next billing cycle.
Key Takeaways:
- Pay close attention to the blue highlighted text displaying the dates to modify the terms.
- The system automatically calculates proration and future billing cycles, but manual adjustments can be made.
- Understand the difference between โAdd to Invoiceโ and โAdd and Configureโ to control the level of customization.
๐ก For more information about this and all other features in Visp, reach out to your Visp Client Success Team today.
Phone: 541-955-6900Email: success@visp.net
Open a ticket via www.visp.net/ticket