Freeside:1.7:Documentation:User

Introduction

About

http://www.freeside.biz/~ivan/freeside-slides/html/slide_1.html ?

Navigation and Preferences

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

Customer view

http://www.freeside.biz/~ivan/freeside-slides/html/slide_6.html

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

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

Auditing Legacy Data

http://www.freeside.biz/~ivan/freeside-slides/html/slide_15.html