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Subscriber Payment Workflow

How to Process a One-Time Payment?

1. Click on Subscribers
Subscriber Payment Workflow - Visp App

2. Search for the subscriber or select from the list.

Subscriber Payment Workflow - Visp App

3. Click on Payments

Subscriber Payment Workflow - Visp App

4. Click and add a memo or note.

Subscriber Payment Workflow - Visp App

5. Input the amount.

Subscriber Payment Workflow - Visp App

6. Or select invoices to distribute the payment to.

Subscriber Payment Workflow - Visp App

7. Click on the Payment Method

Subscriber Payment Workflow - Visp App

8. Use the dropdown to select the payment method.

Subscriber Payment Workflow - Visp App

9. Click on Credit Card

Subscriber Payment Workflow - Visp App

10. Input the Customer’s Credit Card Number

Subscriber Payment Workflow - Visp App

11. Click and select the credit card’s expiration month.

Subscriber Payment Workflow - Visp App

12.  Click and select the credit card’s expiration year.

Subscriber Payment Workflow - Visp App

13. Toggle “Process Credit Card Payment Now”

Subscriber Payment Workflow - Visp App

⚠️ If the “Process Credit Card Payment Now” is unchecked or disabled, payments will only be recorded.

However, it will not transfer funds from the customer’s bank or account.

14. Manually input the ID for this transaction.

Subscriber Payment Workflow - Visp App
15. Click on Post Payment

Subscriber Payment Workflow - Visp App

How to Save a Card on File?

16. Click on Payment Options

Subscriber Payment Workflow - Visp App

17. Click on the Payment Method field

Subscriber Payment Workflow - Visp App

18. Use the dropdown and select the customer’s payment method, (e.g. Credit Card, eCheck).

Subscriber Payment Workflow - Visp App

19. Input the Credit Card number.

Subscriber Payment Workflow - Visp App

20. Click and select the credit card’s expiration month.

Subscriber Payment Workflow - Visp App

21. Click and select the credit card’s expiration year.

Subscriber Payment Workflow - Visp App

How to Enable and Configure Autopay for a Subscriber?

22. Toggle Autopay to enable automatic billing.

Subscriber Payment Workflow - Visp App

23. Click and use the dropdown to set a schedule for the autopay.

Subscriber Payment Workflow - Visp App

24. Click on OK

Subscriber Payment Workflow - Visp App

25. Note: You can add multiple cards to an account.

Subscriber Payment Workflow - Visp App

26. To remove added cards, click on the X icon.

Subscriber Payment Workflow - Visp App

27. Click on highlight

Subscriber Payment Workflow - Visp App

How to Enable Automatic Payment Retry?

28. Toggle automatic retry for unsuccessful credit card autopays.

Subscriber Payment Workflow - Visp App

29. Use the dropdown to select the number of days and the frequency of the processing retry.

Subscriber Payment Workflow - Visp App

30. Save your changes.

Subscriber Payment Workflow - Visp App

31. Click on Post Payment

Subscriber Payment Workflow - Visp App

32. Verify that your new card is now the default for this section.

Subscriber Payment Workflow - Visp AppFor 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. Enable Email Notification for New Signups

You can get notifications emailed to you or your team when a new subscriber signs up for service. This is an internal message only, and cannot be edited. To access the feature, Main Menu > My Visp. In the My Visp panel, click on the pencil icon in the Primary…

2. Send Text Messages (SMS)

Create a Twilio Account The Short-Messaging-Service (SMS) feature in VISP allows you to send text messages to your customers, technicians or vendors. To set this up, you must first create a Twilio account. Go to https://www.twilio.com/try-twilio and register, or login…

3. Send to VISP Print House Automatically

You can now schedule invoices to be sent to the VISP Print house for printing. The VISP print house handles sending paper invoices to your subscribers. To enable the setting, go to the Main Menu > Invoicing. Click on Paper Invoice. Under Print House Schedule, put a…

4. Deleting a Subscriber

For UBO or desktop (Java) version, refer to this link. Note that deleting a subscriber means cutting his or her entire account from VISP, so he or she will not be able to access any of your services at all. We advise that you consider a ‘grace period’ before deleting…

5. Send a Mass Email

For UBO or desktop (Java) version, refer to this link. The Mass Email feature allows you to select a list of subscribers and send an email to them all at once. Here is how you schedule a mass email: Open the subscriber’s list. Click on the hamburger menu and select…

6. Scheduled and Triggered Emails

A scheduled email is a message that goes out to your subscribers on a specified date and time. A trigger, on the other hand, is sent when a specific event or action happens, (e.g., when a subscriber’s credit card is expired.). To open the feature where you can select…

7. Attach Files to Emails

If you need to send an email to a particular subscriber and attach files to it, you can do it directly within VISP. If you’re sending a mass email, click on the hamburger menu in the subscriber’s list and select Email this list. Once the email editor is open, you’ll…

8. Filters

For UBO or desktop (Java) version, refer to this link. If you are keeping track of or performing the same set of operations to a specific list of subscribers, the saved filters will be a convenient way to handle them. To add or edit your subscriber’s filters in VISP,…

9. Add Prospects or Subscribers

To add a new subscriber, simply click on the plus sign on the upper-right corner of the page and select Prospect or Subscriber once and you’ll be redirected to the mapping category or interface. Do the following: First, fill out all the information on the page….

10. Allow Customers to Create Their Passwords

For PCI compliance customers are given the ability to create a password for their account when they are first added to the system. When a new user is added to VISP, a password reset link is sent to the customer’s email address so that the customer can create a…

11. SMS Auto–Responder

The auto-responder feature allows you to create and present a user-friendly self-service menu for your customers who communicate via text or SMS. This feature allows your customers to get more information, list tickets, do essential account management, and access…

12. Portal Alerts or Notifications

You can now display alerts or messages on your subscribers’ portal. To enable the feature, and post an alert or message, follow these steps: Go to the Menu Click on the CRM tab Go to Message Templates Select the Customer Portal Message option. Select a template from…

13. Add Customers to VISP

There are two common ways to enter customer information in VISP By manually entering the customer information or Using the signup form. Let’s first discuss manually adding customer information to the VISP software. Click on the plus sign + in the upper-right corner of…

14. Process NACHA Payments

Does your bank support NACHA? It’s a quick, secure, and reliable payment gateway through the National Automated Clearing House Association (NACHA) network. Why process your customers’ eCheck payments via NACHA? low transaction fees (contact your bank), quick…

15. Add a New Filter

Add a New Filter – Visp Documentation To add a new filter in VISP, do the following: Go to your Subscriber’s list. Click on the search bar, and hit New Filter. In the first field, identify the source of the data. In the second field, identify the operator….

16. Create and Customize a Filter

To add a new filter in VISP, do the following: Go to your Subscriber’s list. Click on the search bar, and hit New Filter. In the first field, identify the source of the data. In the second field, identify the operator. Lastly, enter the value or criteria you want to…

17. Mass Email Editor

How to Open Mass Email Editor To send a mass email with the use of Filters, first launch your Mass Email Tool. Go to the Menu Click on the CRM tab Go to Message Templates Email Delivery and Automation There are two types of email delivery in VISP, and you can…

18. Add a Prospect or Subscriber

1. Click the nine-dot menu in the upper right corner to open the VISP Admin Page. 2. Click on “Add Prospect or Subscriber” 3. Fill out the form. Fields with a red asterisk (*) are required. 4. Type the customer’s address. The Address field offers suggestions, making…

19. Source and Source Details

1. When adding a prospect or subscriber, either manually or via online form, you can enter the Source and Source Details. The terms “source” and “source detail” in Visp refer to the origin or channel through which a person was referred to a particular service or…

20. Subscriber Payment Workflow

How to Process a One-Time Payment? 1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on Payments 4. Click and add a memo or note. 5. Input the amount. 6. Or select invoices to distribute the payment to. 7. Click on the Payment…

21. Subscriber Tickets

How to Open or Create a New Ticket? 1. Click and open the Subscribers list. Search for the subscriber or select from the list. 2. In the Tickets section, click on the blue plus icon. 3. Alternatively, in the upper-right corner of the app, click on the plus icon. This…

22. Add a Package to a Prospect or Subscriber

1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on the plus icon in the Packages/Services section. 4. Using the pop-up list of Packages/Services, select a package. 5. Click on Add and Configure How to Set the Bill Start Date and…

23. Account Manager and Signup Portal

1. Click the nine-dot menu in the upper right corner to open the Visp Admin Page. 2. Click on CRM 3. Select Portals How to Access the Online Signup Form? 4. Click on Online Signup 5. Here’s the default link to view the Online Signup Form. Linked on this step is a…

24. (Workflow) Archive Subscribers

To archive a customer, there are a few important steps to follow. 1. Confirm the customer has no outstanding balance before proceeding. Balances can be cleared and automatically adjusted in Visp as needed. 2. To schedule deactivation, open a support ticket with the…

25. Payment Reminders

There are several easy methods to remind customers to make payments. Firstly, you can directly send a one-time message by opening the customer invoice and emailing it to them. Secondly, use a pre-designed template from the system. Go to the Subscribers’ list, click on…

(Workflow) Archive Subscribers

26.Enable and Configure Subscriber Alerts

Customer Alerts are vital for improving communication within your team. They allow for swift and effective notifications between departments about a customer account. These alerts are designed to be noticeable and direct team members to specific items within a…
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