Freeside Test 5.0.1
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Adv
Advanced
Advanced
Internal Customer #2: Schowalter, Oswald (
Active
)
Basics
Edit customer
Edit contacts
-
Bill now
Suspend
Cancel
Merge
Refer a new customer
-
View billing events
Notes
Add note
Attach file
Tickets
Appointments
Schedule new appointment
Quotations
Create new quotation
Packages
New qualification
Order new package
One-time charge
Move services between packages
Bulk order and cancel packages
-
Package reports
View qualifications
View accounts
View CDRs
Payment History
Enter payment
Process payment
-
Enter credit
Credit line items
-
Enter refund
-
Download PDF statement
Search invoices
View tax exemptions
Change History
Package
Status
Contact/Location
Services
Monthly prorated account
- $20 setup, $30/monthly
(
Change package
) (
Discount
) (
Customize
)
(
Change quantity
)
(
Change sales person
)
(
Add invoice details
)
(
Add comments
)
Ordered
Aug
4th,
2015
Active
, billed monthly
Setup
Oct
9th,
2015
Last bill
Mar
1st,
2016
Next bill
Apr
1st,
2016
(
Suspend now
) (
Suspend later
) (
Delay suspend
)
(
Cancel now
) (
Cancel later
)
(
Add contact
)
Default service location
24866 VonRueden Roads
Floor 94 X
Crown Point CT 59629-7714
38.5000000, -121.5000000
map
directions
earth
(
Change location
) (
Edit location
)
Test svc_acct
berta@example.com
(
Unprovision
)
Monthly prorated broadband
- $40 setup, $90/monthly
(
Change package
) (
Discount
) (
Customize
)
(
Change quantity
)
(
Change sales person
)
(
Add invoice details
)
(
Add comments
)
Ordered
Aug
4th,
2015
Active
, billed monthly
Setup
Oct
9th,
2015
Last bill
Mar
1st,
2016
Next bill
Apr
1st,
2016
(
Suspend now
) (
Suspend later
) (
Delay suspend
)
(
Cancel now
) (
Cancel later
)
(
Add contact
)
Default service location
24866 VonRueden Roads
Floor 94 X
Crown Point CT 59629-7714
38.5000000, -121.5000000
map
directions
earth
(
Change location
) (
Edit location
)
Test svc_broadband
IP:10.212.50.247, MAC:0000911C4815
(
ping
)
(
Unprovision
)
Annual subscription domain
- $25/annually
(
Change package
) (
Discount
) (
Customize
)
(
Change quantity
)
(
Change sales person
)
(
Add invoice details
)
(
Add comments
)
Ordered
Aug
4th,
2015
Active
, billed annually
Setup
Oct
9th,
2015
Last bill
Oct
9th,
2015
Next bill
Oct
1st,
2016
(
Suspend now
) (
Suspend later
) (
Delay suspend
)
(
Cancel now
) (
Cancel later
)
(
Add contact
)
Default service location
24866 VonRueden Roads
Floor 94 X
Crown Point CT 59629-7714
38.5000000, -121.5000000
map
directions
earth
(
Change location
) (
Edit location
)
Test svc_domain
waters-turner.com
(
Unprovision
)
Test one-time charge
- $100.00 - $100.00 one-time
(
Modify one-time charge
) (
Discount
)
(
Change sales person
)
(
Add invoice details
)
(
Add comments
)
Ordered
Mar
2nd,
2016
One-time charge
Billed
Mar
2nd,
2016
(
Add contact
)
Default service location
24866 VonRueden Roads
Floor 94 X
Crown Point CT 59629-7714
38.5000000, -121.5000000
map
directions
earth
(
Change location
) (
Edit location
)