Difference between revisions of "Freeside:1.7:Documentation:User"
(start at a user manual outline) |
(→Payment history and actions) |
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==== Invoices ==== | ==== Invoices ==== | ||
| − | Invoices are generated by the system. The charges on each invoice reflect the setup, recurring and usage charges of that customer's packages. Invoices increase the customer's balance. | + | Invoices are generated by the system. The charges on each invoice reflect the setup/one-time, recurring and usage charges of that customer's packages. Invoices increase the customer's balance. |
To add new packages or charges to a customer, use the "Order new package" or "One-time charge" links in the Packages section of the Customer View page. | To add new packages or charges to a customer, use the "Order new package" or "One-time charge" links in the Packages section of the Customer View page. | ||
| Line 79: | Line 79: | ||
Payments are money the customer pays. Payments decrease the customer's balance. | Payments are money the customer pays. Payments decrease the customer's balance. | ||
| − | ===== | + | ===== Check and Cash payments ===== |
* How to post payments | * How to post payments | ||
| + | * Applying and unapplying payments. | ||
| + | * Quick payment entry (Checks) | ||
| − | ===== | + | ===== Credit card and electronic check (ACH) payments ===== |
| − | |||
| − | + | * How to run credit cards | |
| − | * | + | * Credit card or electronic check payments will be initiated by the system for customers with Billing Type "Credit card (automatic)" or "Electronic Check (automatic)". |
| + | |||
| + | * Payments can be initiated manually by using the "Process credit card payment" or "Process electronic check (ACH) payment" links, in the Payment History section of the customer view page. | ||
| − | + | * Customers may use the self-service interface to pay by credit card or electronic check themselves. | |
| − | |||
==== Credits ==== | ==== Credits ==== | ||
| Line 98: | Line 100: | ||
* How to post credits and/or make adjustments | * How to post credits and/or make adjustments | ||
| + | * Applying and unapplying credits | ||
==== Refunds ==== | ==== Refunds ==== | ||
| Line 103: | Line 106: | ||
Refunds are money paid to the customer. Refunds increase the customer's balance. | Refunds are money paid to the customer. Refunds increase the customer's balance. | ||
| − | ===== | + | ===== Check and Cash refunds ===== |
| − | + | * Posting refunds | |
| − | + | * Applying and unapplying refunds. | |
| − | ===== | + | ===== Credit card and electronic check (ACH) refunds ===== |
| − | + | * To refund a specific credit card or electronic check (ACH) payment back to the customer, use the "(refund)" link next to that specific payment. This will process a refund for the amount of the payment with the payment gateway. | |
| − | |||
= Ticketing = | = Ticketing = | ||
Revision as of 18:29, 29 November 2008
Contents
Introduction
About
http://www.freeside.biz/~ivan/freeside-slides/html/slide_1.html ?
http://www.freeside.biz/~ivan/freeside-slides/html/slide_2.html
Customers, Packages and Services
http://www.freeside.biz/~ivan/freeside-slides/html/slide_3.html http://www.freeside.biz/~ivan/freeside-slides/html/slide_4.html (simple case: single package and service)
Customers
Adding customers
http://www.freeside.biz/~ivan/freeside-slides/html/slide_5.html
Searching for customers
Customer view
http://www.freeside.biz/~ivan/freeside-slides/html/slide_6.html
Actions
Edit customer
Cancel customer
Refer customer
View customer's referrals
Bill now
Comments / Notes
Comments
Notes
Tickets
http://www.freeside.biz/~ivan/freeside-slides/html/slide_7.html
Packages
http://www.freeside.biz/~ivan/freeside-slides/html/slide_11.html
Services
Accounts
http://www.freeside.biz/~ivan/freeside-slides/html/slide_12.html
Domains
Mail Forwards
Virtual hosting
Broadband
Phone numbers
External
Payment history and actions
http://www.freeside.biz/~ivan/freeside-slides/html/slide_13.html
Invoices
Invoices are generated by the system. The charges on each invoice reflect the setup/one-time, recurring and usage charges of that customer's packages. Invoices increase the customer's balance.
To add new packages or charges to a customer, use the "Order new package" or "One-time charge" links in the Packages section of the Customer View page.
To generate a pending invoice for a customer, use the "Bill now" link at the top of the Customer View page.
Payments
Payments are money the customer pays. Payments decrease the customer's balance.
Check and Cash payments
- How to post payments
- Applying and unapplying payments.
- Quick payment entry (Checks)
Credit card and electronic check (ACH) payments
- How to run credit cards
- Credit card or electronic check payments will be initiated by the system for customers with Billing Type "Credit card (automatic)" or "Electronic Check (automatic)".
- Payments can be initiated manually by using the "Process credit card payment" or "Process electronic check (ACH) payment" links, in the Payment History section of the customer view page.
- Customers may use the self-service interface to pay by credit card or electronic check themselves.
Credits
Credits are adjustments to the amount the customer owes. Credits decrease the customer's balance.
- How to post credits and/or make adjustments
- Applying and unapplying credits
Refunds
Refunds are money paid to the customer. Refunds increase the customer's balance.
Check and Cash refunds
- Posting refunds
- Applying and unapplying refunds.
Credit card and electronic check (ACH) refunds
- To refund a specific credit card or electronic check (ACH) payment back to the customer, use the "(refund)" link next to that specific payment. This will process a refund for the amount of the payment with the payment gateway.
Ticketing
Link to RT documentation
New ticket
http://www.freeside.biz/~ivan/freeside-slides/html/slide_8.html
Ticketing Main
http://www.freeside.biz/~ivan/freeside-slides/html/slide_9.html
Ticket View
http://www.freeside.biz/~ivan/freeside-slides/html/slide_10.html
Searching and Reporting
http://www.freeside.biz/~ivan/freeside-slides/html/slide_14.html
- How to search and browse invoices, customers, specific criteria, packages, services, tickets)
Financial Reports
- How to use the aging reports
- How to run/export the reports we need to link all the data (total sales, PST, GST) to quick books
Tools
Quick Payment Entry
Auditing Legacy Data
http://www.freeside.biz/~ivan/freeside-slides/html/slide_15.html
