Freeside:1.7:Documentation:User

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Revision as of 15:22, 29 November 2008 by Ivan (talk | contribs) (start at a user manual outline)

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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

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, 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.

Entering payments
  • How to post payments
Check
Cash
Processing payments
  • How to run credit cards
Credit card
Electronic check (ACH)

Credits

Credits are adjustments to the amount the customer owes. Credits decrease the customer's balance.

  • How to post credits and/or make adjustments

Refunds

Refunds are money paid to the customer. Refunds increase the customer's balance.

Entering refunds
Check
Cash
Processing refunds
Credit card
Electronic check (ACH)

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

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