Add a Prospective Customer/Bill Before Site Visit

Describes a methodology for speedily adding a Prospective customer and collecting money before going for a site visit.

  1. Setup
    1. Make sure all Package/Service Definitions have the following set to Yes:
      • Bill First Price in Prospective Status
      • Bill Setup Fee in Prospective Status
      • Bill Deposit in Prospective Status
    2. Make sure all Package/Service Definitions have Initial Service State set to Prospective and Initial Service Reason set to Wait for Qualification or Wait for Activation.
    3. If there are Recurring Package Elements that should be automatically added and billed, set the Minimum Quantity to 1.
    4. If there are One Time Package Elements that should be billed, make sure the Quantity is set to at least 1.
  2. Creation
    1. Add an Account in the usual way.
    2. Add the Services to the User in the usual way. Leave the Services in Prospective Status. Pending Transactions will have been automatically created.
    3. Invoice the Customer and collect payment.
  3. Opening Packages/Services after Activation
    1. Important: If this is the first Open Package/Service and anniversary billing is implemented, this day part of the date will set the Billing/Prorate Day of Month on the Account. It is very important to set this correctly to avoid billing cleanup.
      Fill in Start Date if Activation is in the past.
    2. Change Status to Open and Save.