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Services

A service is a product that has been sold to the customer and is created for an account during the order process. A service is typically a subscription or recurring product.

How Do You Access Services?

On the Services page, you can view a list of Recurring Services or One-Time Services. You also can drill down to the details of any service listed by clicking the service record. The Service page there are two options:

  • Recurring Services, which lists those services that are subscriptions requiring recurring charges.
  • One-Time Services that shows the unique product paid for once without a recurring charge.

Viewing Service Details

To view details about a service, click the service record on the Services Summary page. You also can click the icon to see details of the service.

On the Service details screen you can click to view the following details:

  • Service Periods—Shows the time period for which charges for a service occur and are then billed to a customer's account.
  • Discounts—Lists any discounts applied to a service.
  • Scheduled Charges—Displays the charges scheduled for the service such as the dollar amount and when it is due. Scheduled charges must equal the total amount of the line item.
  • Service Resources—Shows the identifiers associated with the service. These Service Resources are used to capture usage events so that the account can be billed accordingly. Services can have more than one Service Resource.
  • Add-On—Lists any associated products that were sold in conjunction with the original service.

Creating a Service Change Order

You can change a customer's service to another service after the order process.

To change a service by creating a change order in the Services panel, do the following:

  1. On the Accounts workspace, click the Services tab.

  1. On the Service Summary page click the service you want to change. The Service Details page is shown.
  2. From the Services Action menu, click Create Change Order.
  1. In the Create Change Order window that appears, change the order date if necessary. An order date can be backdated to the account creation date or the oldest open bill cycle.

  1. Add fields as needed.

  1. In the Order Items section, begin typing the name of the product or click the arrow to display a list of products. Change the product Name or Order Prices.

Editing a Service on an Order

You can edit the service configuration details that were originally entered during the order process.

To edit a service in the Services panel, do the following:

  1. On the Accounts workspace, click the Services tab and find the service you want to edit.

  1. From the Services Actions menu, select Edit.
  2. In the configuration window that opens, select a configuration that you want to change and enter the new input. For details on configuration options, see Order Configuration.

Suspending a Service

To suspend a service in the Services panel, do the following:

  1. On the Accounts workspace, click the Services tab and find the service you want to suspend.

  1. In the Services Actions menu, select Suspend.
  2. In the confirmation window that appears, select a Reason and click Yes.
    The status of the Service changes to Suspended and the Suspend command in the Services Action menu is replaced by the Resume Service command.

Resuming a Service

To reactivate a Service that was formerly suspended, do the following:

  1. On the Accounts workspace, click the Services tab and find the service you want to resume.

  1. From the Services Actions menu, select Resume Service.
  1. In the confirmation window that appears, click Yes.

The Service is reactivated and the Resume command is replaced by the Change and Suspend commands.

Deactivating a Service

Deactivating a service affects only the account with which the service is associated. Other services associated with the account are not affected.

Important: The act of deactivating a service is final. Once performed, you cannot reverse the deactivation.

To deactivate a service listed in the Services panel, do the following:

  1. On the Accounts Workspace, click the Services tab and find the service you want to deactivate.

  1. From the Services Actions menu, select Deactivate Service.
  1. In the confirmation window that appears, select a Reason and Date.
  1. Click Yes.
    The subscription is deactivated. The status of the subscription changes to Deactivated. Once deactivated, you cannot reactivate the subscription, but you can view the activity allowances.

Viewing Usage Activity Allowance

To view Usage Activity Allowance, do the following:

  1. On the Accounts Workspace, click the Services tab and find the service for which you want to view the usage activity allowance.

  1. From the Services Actions menu, select View Activity Allowances.
  1. View the usage activity according to service period.

  1. When you are finished viewing the activity allowance, click OK.
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