Documentation Series

Learn About VISP App Dashboard

Help Documentations / How to Add a Quote?

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 or package you want to add.

8. Click on “Add to Quote.”

9. Click on Save & Configure

10. Activate and Setup Your Package
Click on the X icon on the upper-right to close the panel.

Add an Item to a Quote

11. Select “Other Item,” to add custom items to your quote.

12. Click on “Add new item…” to create a new item.

13. Or use the dropdown to select an existing item.

14. Click on Add

15. Edit the details of the item.
Edit the item description, quantity, rate, taxes, as well as set it to recurring or non-recurring, from this panel.

16. Save your work.

View or Send Your Quote

17. Click on View PDF
To view the PDF version of your quote.

18. Or click on Email.

19. Write Your Email
The quote is automatically added to the message.

20. Click “Send,” to send the quote to your customer.

Convert a Quote to an Invoice

21. Select Convert to Invoice.

22. Read and acknowledge the pop-up message.

23. Click “Yes,” to continue.

24. Toggle, “Open the new invoice now,” and click on OK.

25. Your quote is now an invoice.

💡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

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)

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

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….