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Help Documentations / Adding More Terms to a Customer’s Subscription (Invoice Line Item)

Adding More Terms to a Customer’s Subscription (Invoice Line Item)

This guide outlines adding more terms to a customer’s subscription, considering different billing schedules and prorated charges.

1. Access the Subscriber’s 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 Subscriber’s Account

  • Navigate to the “Packages and Services” section.
    • Click the “+” sign to add a new package.

3. Alternatively, go to the “Packages and Invoices” section.

  • Click the three dots on the right and select “New Invoice.”

4. In the invoice, click the “+Package” button.

5. Configure the Package Term

  • On the right side of the screen, you’ll see the quantity and package pricing .
  • To add the package, click “Add to Invoice.”
  • For more customization, click the dropdown menu and select “Add and Configure.” 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 customer’s existing billing schedule and the system’s 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, you’ll 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, you’ll 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 you’ve made the necessary adjustments, click “Save.”
  • If you initially chose “Add to Invoice,” you’ll need to click “Save and Configure” to finalize the package activation.

10. Activate the Service

  • In the “Packages and Services” 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 “Add to Invoice” and “Add and Configure” to control the level of customization.

💡 For more information about this and all other features in Visp, reach out to your Visp Client Success Team today.
Phone: 541-955-6900

Email: success@visp.net

Open a ticket via www.visp.net/ticket

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