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Create a Package (Basic Guide)

A package can include multiple services, each with its settings and metadata. The services are billed as one. However, if you want to create a custom package with custom items billed separately, you can do so via the Items Manager. Reach out to your Visp Client Success team for more information.

How to Create a Package?

1. Click the nine-dot menu in the upper right corner to open the VISP Admin Page.

2. Click on Billing

3. Select Packages

4. Click on “Add New.”

How to Configure the Basic Package Details Package?

5. Input the Package Name

6. Add a Package Description
You may include a summary of your upload and download speeds.

7. The Package Includes section alllows you to add quick details on routers or devices included with your service.

8. Add a one-time Setup or Install Fee.

9. Toggle, “Exclude this package from invoicing,” if you do not want to invoice any customer on this package.

10. Set the monthly-recurring rate for the package.

💡 If you don’t set Quarterly, Semi-Annual, or Annual rates, those Billing Cycles will be disabled for subscribers.

11. Set the quarterly-recurring rate for the package (optional).

12. Set the semi-annual-recurring rate for the package (optional).

13. Set the annually-recurring rate for the package (optional).

14. Toggle this option, to enable custom or unique rates per subscriber.

15. Click on “Add Services” to start adding services to the package.

16. Use the dropdown to select a service,

17. Once done, click on the X icon to close the panel.

18. You may click and rename the label of the package.

19. Click on the “FCC Tech Code” field and use the dropdown to select the tech code.

20. Save your work.

How to Set Package Speeds and Other Provisioning Options?

21. Click on Provisioning

22. Toggle Speed Limits

23. Input a value for the Download Speed.

24. Input a value for the Upload Speed.

💡 On Burst Speed Limits
Burst speed limits refer to the maximum speed that the internet service can reach for the set Burst time. These limits are often higher than the average or sustained speed of the connection. Burst speeds are typically advertised as a way to showcase the potential capabilities of the network.

25. Input a value for the Down Burst Speed
A zero value means unlimited or the maximum allowed speed in the network.

26. Input a value for the Up Burst Speed
A zero value means unlimited or the maximum allowed speed in the network.

27. Input a value for the Burst time.
A zero value indicates no limit or the highest allowed speed for the network’s allowed time. Typically around to 2-5 seconds, in certain use cases.

1. Automate reset of Speed Limits for Wireless Services

One of the effective strategies to increase your profit is to upsell your services, and sometimes this will take putting in an offer from your other services as well. For example, if you want to upsell your DirecTV service, you could offer 90 days of internet speed…

2. View Subscriber Logs or History

Notes, attachments, logs are very important especially if they contain crucial information regarding the subscriber. Here is how to view this information: Select a subscriber. Select Logs tab. Select a category. Click on any column header to sort the data in ascending…

3. Upgrade Subscriber Service or Package

For UBO or desktop (Java) version, refer to this link. To upgrade to a new package, you need to add a new package first then move all active services to the new package. This ensures there is no service interruption to the subscriber. Select a subscriber and click the…

4. Suspend a Package

For UBO or desktop (Java) version, refer to this link. Subscriber suspension is typically an automatic action in the software, based on settings you specify individually for subscribers. If you have a default auto-suspend set in your Auto Actions settings, the…

5. Hibernate a Package

For UBO or desktop (Java) version, refer to this link. If you have subscribers who are going on an extended vacation or spend part of the year in another part of the world, there are several ways you can approach billing for these for the convenience of you and your…

6. Usage-Based Billing

For UBO or desktop (Java) version, refer to this link. Usage-based billing is a great way to keep track of your high-usage subscribers and manage users’ bandwidth. First, activate the usage-billing settings: Main Menu > Packages > select the package that you…

7. How to Delete a Package

For UBO or desktop (Java) version, refer to this link. Like package suspension, package deletion applies to the entire package that is provided to a subscriber. Deleting a package from a subscriber’s account means deleting all the services included in it. If you want…

8. Deactivate a Service

For UBO or desktop (Java) version, refer to this link. Service deactivation applies to individual services. When a service is deactivated it does not affect another. However, if the package only contains one activated service, the package would become inactive once…

9. Activate Package Hibernation

This step will show you how to enable the setting for Package Hibernation. Hibernation is only available with an internet service. The Hotspot packages cannot be hibernated. Click Main Menu > Select Packages. You will be presented with a list of packages. Choose a…

10. Activate a Package or Service

For UBO or desktop (Java) version, refer to this link. Choose or Locate a subscriber using the search field., or just choose from the list of subscribers. Click on the plus (+) sign to add the package or to activate a package. You will be presented with a list…

11. Change or Update Subscriber Internet Speed

First, check to ensure that the ability to set a custom speed is enabled in Packages settings. To do this, refer to the following procedures: Go to the Main Menu > Packages > click on vertical ellipses, and select Edit. Under the edit drawer of packages, click…

12. Upgrade Packages via the Change Option

To upgrade packages using the Change option, Go to your customer’s profile. Go to the package and services section, and then click on an existing package. Next, click on the Change button, Click on Choose a Package, Select a package from the list…

13. Package Upgrade (Move Process)

Concerning billing, If the customer has an existing package, you can either remove the old package and then bill only for the new package moving forward, with or without prorate. If the customer has an unused portion or days on their current package, the system may automatically reverse or issue a credit.

14. Add and Configure Packages

To add and configure the basic settings for a package in VISP: Go to the menu. Select the Billing Category Click on Packages The dropdown you see here allows you to sort the packages into Residential or Business To the right, click on Add New. Enter a Package Name….

15. Create a Package (Basic Guide)

16. How to Add a Quote?

1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on Packages & Invoices 4. Click on the three dots. 5. Select New Quote Add a Package to a Quote 6. Add a Package or an Item by clicking on the either buttons. 7. Select the item…

17. Create and Configure Packages

18. One-Time Discount

Make a one-time or single-use discount item by selecting the ‘CUSTOM’ type when you add it to your invoice. Add a Custom Line Item on an Invoice 1. Click and open the Subscribers’ List 2. Search for the subscriber or select from the list. 3. In Packages &…

19. Partial Payments

Visp allows for processing partial payments. Simply enter a partial amount when receiving payments and ensure the payment is assigned to the correct invoice via Invoice Distribution. View Current Balance 1. Click and open the Subscribers’ List / Table. 2. Search for…

20. How to Apply Credits to a Customer’s Account

Credits can be added to a customer’s account in two simple ways: by creating a stand-alone credit memo that reduces their overall due balance, or by including a discount directly on an invoice to lower its total amount. 1. Click and open the Subscribers’ list. 2….

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