Purchase a subscription for a customer account
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Table of Contents
Note:
Before getting started, please make sure that the pricing is set up correctly in your Product app.
Process
Please follow these steps to purchase a license for the respective app/product:
- Simply choose Purchase after you View an account:
- Choose a subscription, service, or hardware that you want to buy for your customer
- Choose Payment Method:
- Depend on what you are using, choose the correct method:
- If the product/service is purchased under a contract, choose Contract. The customer balance is not deducted as the payment is covered by the contract.
- If you are NOT using B3 invoice system, choose Invoice. Customer balance is not deducted as the customer already paid for the items.
- Key in your external invoice number. This Invoice number will appear in the transaction log to assist in reconciliation.
- These transactions would not be recorded in the system.
- This option will only be available if B3 invoice system is disabled.
- **Click HERE to check whether you are using B3 invoice system or not.
- If the item does not belong to any contract or external invoice, choose Purchase Normal. Customer balance is deducted for the item price.
- Depend on what you are using, choose the correct method:
- Check the quantity, discount rate and the billing cycle
- Continue To Check Out to see if credit is sufficient or need some more to complete the purchase. If the account does not have enough credit, please help them with a transfer
- Complete Order
License Limitations:
- Users can now purchase up to 500 licenses at a time
- If any value more than 500 is added in the “Number of subscriptions” field, then the “Complete Order” button will be disabled