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Create and Configure Packages

A package typically comprises one or more services, such as internet, hotspot, email, fiber connections, and website hosting, among other services.

How to Create a Package?

1. Click the nine-dot menu in the upper right corner to open the VISP Admin Page.
Create and Configure Packages - Visp App
2. Click on Billing
Create and Configure Packages - Visp App
3. Select Packages
Create and Configure Packages - Visp App
4. Click on “Add New.”
Create and Configure Packages - Visp App

How to Configure a Package?

Basic Package Details
5. Input the Package Name
Create and Configure Packages - Visp App
6. Add a Package Description
Create and Configure Packages - Visp App
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.
Create and Configure Packages - Visp App
8. Add a one-time Setup or Install Fee.
Create and Configure Packages - Visp App
9. Toggle, “Exclude this package from invoicing,” if you do not want to invoice any customer on this package.
Create and Configure Packages - Visp App
10. Set the monthly-recurring rate for the package.
Create and Configure Packages - Visp App
11. Set the quarterly-recurring rate for the package (optional).
Create and Configure Packages - Visp App
12. Set the semi-annual-recurring rate for the package (optional).
Create and Configure Packages - Visp App
13. Set the annually-recurring rate for the package (optional).
Create and Configure Packages - Visp App
14. Toggle this option, to enable custom or unique rates per subscriber.
Create and Configure Packages - Visp App
15. Click on “Add Services” to start adding services to the package.
Create and Configure Packages - Visp App
16. Use the dropdown to select a service,
Create and Configure Packages - Visp App
17. Once done, click on the X icon to close the panel.
Create and Configure Packages - Visp App
18. You may click and rename the label of the package.
Create and Configure Packages - Visp App
19. Click on the “FCC Tech Code” field and use the dropdown to select the tech code.
Create and Configure Packages - Visp App
20. Save your work.
Create and Configure Packages - Visp App
Apply Taxes to Your Packages or Package Items
21. Click on Tax
Create and Configure Packages - Visp App
22. Select “None” if no taxes are applied to the package.
Create and Configure Packages - Visp App
23. Select “Use Subscriber Tax Settings,”
Create and Configure Packages - Visp AppTo apply the same tax as the default subscriber’s tax on the Packages as well as the Setup, and the Excess Usage Charges

24. Select “Custom Package Settings,”
Create and Configure Packages - Visp App
Enter a percentage total if you want a custom tax rate for packages.

25. Toggle “Flat Rate,” in the Custom Package Settings.
Create and Configure Packages - Visp App
Set a custom flat rate per billing cycle (monthly, quarterly, semi-annual, annual).

💡 Click on Apply to Save Your Work.
26. Enable the Setup Fee to use the subscriber’s tax setting, unless a custom tax rate is specified.
Create and Configure Packages - Visp App
27. Enable the Excess Usage Charge to use the subscriber’s tax setting, unless a custom tax rate is specified.
Create and Configure Packages - Visp App
28. Save your work.
Create and Configure Packages - Visp App
29. Click on OK, to continue.
Create and Configure Packages - Visp App
Configure Package Options
30. Click on Options
Create and Configure Packages - Visp App
31. Toggle “Package Type”
Create and Configure Packages - Visp App
Set whether a package is for Residential or Business use. This is solely for reporting and doesn’t affect package functionality.

How to enable the display of Packages via the Signup Form?
32. Toggle to enable the display of the package on the signup form.
Create and Configure Packages - Visp App
(Note: Review the prior steps to get to this section.)

33. Click on the field to display the available service packages.
Create and Configure Packages - Visp App
This is a required step to display the package on the online signup form.

34. Use the dropdown and select Internet.
Create and Configure Packages - Visp App

⚠️ Pre-requisite for Displaying Packages on the Signup Portal.
You must have an valid merchant gateway (e.g. PaydUp, IPpay, Authorize, etc.) already activated in Visp, in order to display the package on the signup form.

To show packages with Location IDs, enable it in both Package and Portal settings.

35. Toggle to enable and require the input of credit card information during signup.
Create and Configure Packages - Visp App
36. Toggle this option to require payments for packages.
Create and Configure Packages - Visp App
37. Toggle “SIM Card Image,” to add a field to capture the SIM card image during signup.
Create and Configure Packages - Visp App
38. Toggle the option to capture the modem sticker image with IMEI Number and MAC Address.
Create and Configure Packages - Visp App
39. Toggle to automatically Activate the package services after successful signup.
Create and Configure Packages - Visp App
40. Toggle to enable automatic invoice generation for a subscriber after successful signup.
Create and Configure Packages - Visp App
How to group packages or restrict display via the signup form?
41. Input keywords or terms to easily identify the package.
Create and Configure Packages - Visp App
This feature lets you manage the packages to display on the signup form for a tower or location, and/or group packages by using the term or keyword.

42. Toggle to enable and manage the package service based on the specified tower-location.

43. Toggle to allow subscribers to view and request this package for upgrade or downgrade via their Account Manager.
Create and Configure Packages - Visp App
How to Manage Authenticating Devices?
44. Toggle and set the number of unique devices (based on their MAC address) for authentication.
Create and Configure Packages - Visp App
Note: Requires RADIUS.

45. Toggle to require subscribers to re-enter username/password.
Create and Configure Packages - Visp App
Set the number of days.

46. Toggle to allow the same subscriber device to login and signup for service.
Create and Configure Packages - Visp App
(Note: This is when the current service has expired or is inactive on the account.)

How to Hibernate Packages?

💡 Who uses hibernation?
It’s useful for individuals like snowbirds or seasonal travelers. Hibernation temporarily stops a customer’s service. Hibernation or reactivation fees for this feature may vary.

Turn on auto-pay for Hibernated services in Payment settings to automatically charge for hibernation and include subscribers in autopay collections.

By default, autopay for hibernated services is turned off.

47. Toggle to enable the hibernation option for a package.
Create and Configure Packages - Visp App
48. Use the dropdown to set the number of times per term (or billing cycle) a package can be hibernated.
Also set the minimum number of days that a package can be hibernated.
Create and Configure Packages - Visp App
49. Toggle this option to automatically reactivate the package from hibernation when subscriber device reconnects or re-authenticates.
Create and Configure Packages - Visp App
You may require subscribers to re-enter their service username and password to reactivate the package.

50. Toggle to set a custom limit to the number of times a package can be hibernated, as well as the minimum number of days for each hibernation.
Create and Configure Packages - Visp App
51. Toggle to allow Users to override hibernation limits and reactivate the package immediately.
Create and Configure Packages - Visp App
52. Toggle to allow your subscribers to hibernate and reactivate the package via their Account Manager.
Create and Configure Packages - Visp App
53. Toggle to allow subscribers to set when a package will hibernate.
Create and Configure Packages - Visp App
For this option, “at the end of the term,” a day after the term ends for a package, then it will become hibernated.

54. Toggle to set a specific date when the package is hibernated.
Create and Configure Packages - Visp App
55. Toggle and input email addresses, so Users are notified when a subscriber service is hibernated.
Create and Configure Packages - Visp App
56. Toggle and input email addresses, so Users are notified when a subscriber service is reactivated.
Create and Configure Packages - Visp App
57. Save your changes.
Create and Configure Packages - Visp App

How to Set Up Data Usage Alerts?

58. Click on Alerts
Create and Configure Packages - Visp App
59. Toggle “Raise a subscriber alert when,”
Create and Configure Packages - Visp App
60. Click on the field and use the dropdown to select the service.
Create and Configure Packages - Visp App
61. Click on the arrow.
Create and Configure Packages - Visp App
62. Select the option for the data usage limit.
Create and Configure Packages - Visp App
63. Toggle “User dismissible,” to allow users to disable the alert.
Create and Configure Packages - Visp App
64. Select a severity status and icon to display.
Create and Configure Packages - Visp App
65. Input a brief alert message for users.
Create and Configure Packages - Visp App
66. Save your changes.
Create and Configure Packages - Visp App
How to Set Package Speeds and Other Provisioning Options?
67. Click on Provisioning
Create and Configure Packages - Visp App
68. Toggle Speed Limits
Create and Configure Packages - Visp App
69. Input a value for the Download Speed.
Create and Configure Packages - Visp App
70. Input a value for the Upload Speed.
Create and Configure Packages - Visp App

💡 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.

71. Input a value for the Down Burst Speed
Create and Configure Packages - Visp App
A zero value means unlimited or the maximum allowed speed in the network.

72. Input a value for the Up Burst Speed
Create and Configure Packages - Visp App
A zero value means unlimited or the maximum allowed speed in the network.

73. Input a value for the Burst time.
Create and Configure Packages - Visp App
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.

How to Enable Speed Throttling?
74. Toggle this option to enable Throttling.
Create and Configure Packages - Visp App
75. Input a value.
Create and Configure Packages - Visp App
76. Use the dropdown to set the data standard.
Create and Configure Packages - Visp App
77. When data limit is reached, speed may be throttled or the subscriber can be disconnected.
Create and Configure Packages - Visp App
How to Set Custom Speed Limits Per Subscriber and Other Options?
78. Toggle to set custom speed limits and throttling per subscriber.
Create and Configure Packages - Visp App
79. Toggle to set, manage, and control the allocation of bandwidth via simple queues.
Create and Configure Packages - Visp App

How to Set the Data Limits for Internet Usage-Based Billing?

80. Toggle to set data limits for internet usage-based billing.
Create and Configure Packages - Visp App
81. Select this option to set the limit by time or period.
Create and Configure Packages - Visp App
Also, configure whether to automatically charge for excess usage per hour, or to disconnect the customer.

82. Select this option to set the limit by data.
Create and Configure Packages - Visp App
Also, configure whether to automatically charge for excess usage per data, or to disconnect the customer.

83. Toggle and set the days to remove limits on a subscriber after adding a package to their account.
Create and Configure Packages - Visp App
How to Display Subscriber Usage on the Invoice and Other Options?
84. Toggle to display the subscriber usage in the invoice.
Create and Configure Packages - Visp App
Usually added on the 1st of the month or included in invoices created on the 1st.

85. Toggle to “Allow usage-based billing settings to be modified per subscriber.”
Create and Configure Packages - Visp App
86. Click on Save
Create and Configure Packages - Visp App
How to Set Parameters for Network Authentication

💡 Discuss with your Visp Network Admin
This part of the configuration can be discussed with the Visp Network Admin, if applicable to your setup.

87. Click on Network Authentication
Create and Configure Packages - Visp App
88. Click on Add
Create and Configure Packages - Visp App
89. Use the dropdown to search and select the Vendor information.
Create and Configure Packages - Visp App
90. Click and use the dropdown on Attributes to select options.
Create and Configure Packages - Visp App
91. Click and use the dropdown to select a Value.
Create and Configure Packages - Visp App
92. Click on Add to save your work or click on Cancel, to discard changes.
Create and Configure Packages - Visp App

💡 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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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

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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…

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

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…

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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