Difference between revisions of "Change Service Address"
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| − | + | == <span style="font-size:150"> '''Change Service Address''' </span> == | |
| − | # Click on the Subscriber whose Service Address has changed. | + | |
| − | # Click on [Edit] | + | [[ SmartBilling Documentation Home Page | Home ]] [[ SmartBilling FAQ page | FAQ ]] |
| − | # Above the Service Address box, click on the link for 'New Address' (small blue print) | + | |
| − | # On the 'New Address' screen, define the new address | + | Go to the "Customer Dashboard" page for the Customer whose Service Address has changed |
| − | # Click the [Save] button; the system will come back saying that the operation was successful | + | |
| − | # Go back to the Subscriber Edit screen, highlight & delete the previous Service Address, then enter the name of the new address and press [Save] again on the Subscriber screen. | + | If you are correcting a mistake on a Service address, do the following: |
| + | :# Click on the 'Locations' link | ||
| + | :# Click on the Service Address to correct | ||
| + | :# Make the correction and click on the [Save] button | ||
| + | If you are adding a new Service address, or if the customer is moving services from an existing Service Address to a new location, do the following: | ||
| + | :# Click on the 'Subscriptions' link | ||
| + | :# Click on the Subscriber whose Service Address has changed. | ||
| + | :# Click on [Edit] | ||
| + | :# Above the Service Address box, click on the link for 'New Address' (small blue print) | ||
| + | :# On the 'New Address' screen, define the new address | ||
| + | :# Click the [Save] button; the system will come back saying that the operation was successful | ||
| + | :# Go back to the Subscriber Edit screen, highlight & delete the previous Service Address, then enter the name of the new address and press [Save] again on the Subscriber screen.<br/> | ||
| + | ''''' <span style="color: red"> Note that in order to track the date of the move, it is preferable to 'Close' the existing Subscription and create a 'New' Subscription with the same services and pricing. </span> '''''<br/> | ||
| + | ''' Also note that the "Country-State" entry of the Service Address will determine the tax rate to apply''' | ||
Latest revision as of 16:46, 2 May 2016
Change Service Address
Go to the "Customer Dashboard" page for the Customer whose Service Address has changed
If you are correcting a mistake on a Service address, do the following:
- Click on the 'Locations' link
- Click on the Service Address to correct
- Make the correction and click on the [Save] button
If you are adding a new Service address, or if the customer is moving services from an existing Service Address to a new location, do the following:
- Click on the 'Subscriptions' link
- Click on the Subscriber whose Service Address has changed.
- Click on [Edit]
- Above the Service Address box, click on the link for 'New Address' (small blue print)
- On the 'New Address' screen, define the new address
- Click the [Save] button; the system will come back saying that the operation was successful
- Go back to the Subscriber Edit screen, highlight & delete the previous Service Address, then enter the name of the new address and press [Save] again on the Subscriber screen.
Note that in order to track the date of the move, it is preferable to 'Close' the existing Subscription and create a 'New' Subscription with the same services and pricing.
Also note that the "Country-State" entry of the Service Address will determine the tax rate to apply
