Convert Trial Service to Active

You can convert the status of a service from Trial to Active before the trial period ends. After the service moves to the Active status, the customer continues to receive the service free of charge for the remainder of the trial period.

Complete the following steps to convert a service from Trial status to Active:

If you know the service number or name, you can search for it on the Services window (select Services from the left pane) to open its Service Information window. Skip to this step.

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

Customer Summary Window
On the Account Details window, click the Services tab and complete one of the following actions:
1. For the service you wish to convert, click the in the Actions column and select Convert.
  
  Services Tab - Convert Option
2. OR, select a service to open the Service Details window. Click the icon and select Convert Service.
  
  Recurring Service Details Window - Convert Service
Click Yes in the confirmation window.

The service is now displayed as Active. However, customers are not charged before the trial period end date.

To see the actions that you can perform on services for One-Time products, refer to One-Time Services.

Topic updated: 07/2024.