Adding a Service to a Customer

This guide will show you how to add a new service to an individual customer.

See the step-by-step video here:

Step 1: Navigate to the Customer

Navigate to the Customer, and click Add New Service Record (on the right-hand side of the Services module).

In this step you’ll need to fill out some details. Whilst not all details are required, there are a few important ones to consider:

Service Type - this tell us what type of service it as, and applicable call rates (Note: If this isn’t selected, calls will not rate).
Billing Name - This is a ‘friendly’ name that will appear alongside the Service ID on the customer’s invoice. For example, if we had 1300123456 for a customer, and we set the Billing Name to ‘Main Number’, it would appear on the invoice as ‘1300123456 (Main Number)’.
Quantity - How many of this exact services there are.
Monthly Fee - the Monthly Fee to be charged
Date Started - When to start the billing from

Now just click Save and this will now be complete.