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Learn About VISP App Dashboard

Help Documentations / My Visp / Auto Actions

Auto Actions

Auto actions are simply automated actions, designed to streamline recurrent processes such as non-payment suspension. Automating them would ensure consistency and lessen the chances of error.

  • To set it up, go to the Main Menu > Auto Actions.
  • Tick the “Set the following default Auto Actions” checkbox and hover on the arrow in order to select and set default auto action for new subscribers as they are added.

Auto Actions - Visp App

Auto-Suspend

Explanation of each Auto-suspend setting: 

  • At the end of term, if Past Due
    • If selected, the subscriber is suspended at the end of the term if his account is Past Due.
  • On a specified date
    • If selected, the subscriber is suspended on the specific date selected, regardless of the account’s status.
  • On a specified day of the month, if Past Due
    • If selected, a subscriber will be suspended on a specific day of any month if his status is Past Due.
  • On a specified day of the month
    • If selected, a subscriber will be suspended on a specific day of any month, regardless of the account’s status.
  • Specified number of days after invoice generation, if Past Due
    • If selected, a subscriber will be suspended if the account is past due after a specified number of days after an invoice is generated
  • After specified number of inactive days
    • The option may be combined with other auto-suspend options.
    • This option can only be applied to subscribers with Wireless service.
    • If selected, a subscriber will be suspended if the account has been inactive for a specific number of days.
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Grace Period

  • Set the Grace Period by entering the number of days you will allow a subscriber to be past due before suspending the account. For example, an account is given 5 days as a grace period before an account is automatically suspended.
  • Now set a grace amount based on the total balance that is past due. For example, the total balance that is due is 5 dollars. If your grace amount is above that then the account will not be suspended.
  • If you choose to apply the grace adjustment based on the balance forward and applying a payment leaves a balance above the grace amount,  the account will be suspended:
    • Grace amount: $5.00
    • Past due: $50
    • Payment: $44
    • Balance: $6 – The account is suspended
  • On the same page, toggle or check “Allow custom settings for individual subscribers.”
    • Control the amounts and number of days for the grace period per subscriber.
    • Save your work when you’re done.

Delete Incomplete Inactive Subscribers

This option allows VISP to automatically archive inactive subscribers after a specified number of days.

1. Invoicing

Your billing system is made easier with VISP — just take note of these important items: There are now two types of billing cycles in VISP – Fixed and Flexible. Fixed billing means you schedule invoicing to happen on a specific day of the month for all of your…

2. Auto Actions

Auto actions are simply automated actions, designed to streamline recurrent processes such as non-payment suspension. Automating them would ensure consistency and lessen the chances of error. To set it up, go to the Main Menu > Auto Actions. Tick the “Set the…

3. Payment

Accounting Controls Accounting controls allow you to select different options when closing invoices and affect how statements will be displayed. To access it, go to the Main Menu > Payments > Accounting Controls. Closing an Invoice Toggle or select how you want…

4. Forms

Personalize the appearance of your invoices, statements and receipts, which includes adding logos and personalized messages. Invoice Message – Message that will appear in subscribers’ invoices. Statement Message – Message that will appear in subscribers’ statements….

5. Time Zone

For UBO or desktop (Java) version, refer to this link. Set the time zone being used by your ISP to customize the date and time logs throughout VISP. Go to the Main Menu > Timezone Select from the available time zone options listed in the drop-down menu. The date…

6. Application Security

For UBO or desktop (Java) version, refer to this link. To enable additional access security for your subscriber and ISP data, specify the default IP range for network locations from which application users (App Users) can access VISP. Note: You should be an Admin User…

7. Marketing Source

or UBO or desktop (Java) version, refer to this link. Gather marketing details to analyze where your subscribers learned about your ISP or the reasons why they want to cancel their account. In the Main Menu > Marketing, there are two marketing details that you can…

8. Mail Delivery

The mail servers provided by VISP are included by default with your service. Your single and mass emails are delivered via the same mail servers. To ensure and improve email delivery from the VISP.NET mail server, create an SPF record for your domain. If your domain…

9. Custom Fields

For UBO or desktop (Java) version, refer to this link. Set up Custom Fields to track all types of subscriber data that do not have corresponding default VISP fields. You can hide fields, select formatting, choose display color, set data type, rename the field or…

10. Resetting VISP App User’s Password

Did you or a team member forget the login and password to the VISP software? There are three ways to solve this problem and login again to the software. 1. Click on “Forgot your password?”. Provide your VISP username and the email address on file for your account. 2….

11. Setting up and Managing Application Users

Add App Users to VISP You may have associates who require access to the software. As the administrator, you can make them Application Users – that is, you can let them use the software but only with certain rights that you get to choose for them. For example, you want…

12. My VISP

My VISP settings include primary contact, billing contacts, payment information, and account history. You can also pay your remaining balance amount in this window. To update this information, go to Main Menu > My VISP. Primary Contact Most of this information is…

13. Add New Employees to VISP

To View, Search, and Manage Current Users Go to the Menu Click on Users To search for a specific user, type the name, username, or IP address in the search field. You can filter to see All Users or switch between Active and Inactive users. You can set the user as…
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