My Services
Overview
Home >> My Services
The section contains information about all the services of a customer.
To access My services:
- Go to Home.
- Click on List/Search from the My Services menu.
A new page will open. Here, you can see the following:
Current Services
Home >> My Services >> All Services
This section will give an overview of all your current services.
In this list, the information about each service is displayed in the below-given sequence.
Service Name – Domain Name (associated with the service) – Registration Date – Renewal on or before – Expire In - Billing Cycle – Amount – Action
See screenshot of the current services section:
On the right-hand side of these details, for every service, you can find an overflow menu icon that consists of a list of quick actions. You can do the following here:
Create a Ticket
Renew this service
Submit Cancellation Request
View the complete details of a service
To view the complete details (including renewals, add-ons and management options) of a particular service, click on the service name from the Current Services' page.
This will open a new window with details of the service.
Service Details
In the Service Details tab, you get the complete details of that particular service including the billing details, passwords (if any) and Value Added Services.
The information is arranged in the following sequence: Service - Domain - Reg. Date - Due Date - Amount (INR) - Action
You will find three tabs under this section:
a) Service Details
In the service details tab, you will get the complete details of that service including the billing details, subscription details etc.
See screenshot:
b) Renewal Center
In the renewal center tab, you can view the renewal details of the service and renew the service as well. You can also upgrade the billing cycle of your service per the available billing cycles.
To renew a service:
In the center in the Renewal Centre tab, you can view the next due date and the amount to renew the service.
- Click on the Renew Now button to renew the service.
To Upgrade Billing Cycle:
On the right-hand side in the Renewal Centre tab, you can change or upgrade the billing cycle of your service based on the available billing cycles.
- Click on the No. of Months/Years you want to change or upgrade your billing cycle to and then click on the Upgrade Now button.
c) Upgrade/Downgrade Centre
In the Upgrade Centre tab, you can upgrade/downgrade your plan/billing cycle and add more resources to your service.
The Upgrade Centre provides different options for different services. But, generally, you get the following two option:
Upgrade/Downgrade Quantity
In the Upgrade Quantity section, you can add more accounts to your service if the service is available based on quantity.
Enter the number of accounts that you want to add or remove.
On clicking on Add to Upgrade, Upgrade option will appear. As soon as the admin clicks on it, a new order is generated, once the order is paid then licenses (Number of quantities added) is updated and displayed in the service section of the client.
See sample screenshot of the Upgrade/Downgrade Centre section:
Pro-rata billing
Under Prorate billing, for any additional service license upgrade, the customer is billed taking in account the number of days remaining in his service billing cycle and the price per license.
Prorate Billing:
To calculate the per day price of any additional service license, the following method is followed:
Per day price of additional service license = Billing Cycle’s Price / Billing cycle days
Then,
The price of additional service license = Number of days remaining in the billing cycle X Per Day Price of additional service license.
For ex: For a service, Billing cycle Price is 274 Rs per month. (Billing cycle pricing can be checked in Plan pricing under Packages section in settings)
The number of days in the billing cycle is 30 and purchase date is 20/01/2019 to 19/02/2019.
Per day price of additional service license = Billing Cycle’s Price / Billing cycle days or,
274/30 (here)
Thus, Per day price of additional service license = 9.13 Rs. (approx.)
If the customer buys one more service license on 5/02/2019, the additional license will be billed as:
Remaining days in the billing cycle = 15 days
Per new service license price = Number of days remaining in the billing cycle X Per day price of additional service license i.e.
= 15 days X 9.13 Rs.
= 137 Rs.
Please note that same process will be used in case of service license downgrade.
*The information used in the example is for indicative purpose only. Actual calculations may vary depending upon the parameters used.
Set Upgrade/Downgrade permission for Sub-Contacts
There are two scenarios to set permission for sub-contacts:
Service provider end customer
Partner end customer
Service provider end customer
Home >> Clients >> Customers >> Sub Contacts >> Add New Sub Contact
Go to Sub Contacts (tab) page.
Under Permissions list, there is Products/Services Actions checkbox.
Check the Upgrade/Downgrade Quantity under Products/Services checkbox.
If the Upgrade/Downgrade Quantity is checked, the tab will show in the customer panel.
If the Upgrade/Downgrade Quantity is unchecked, the tab will not show in the customer panel.
Client Panel
Profile >> Subuser >> Add/Edit Sub User
Go to Subuser(tab) page.
Under Permissions list, there is Products/Services Actions checkbox.
Check the Upgrade/Downgrade Quantity under Products/Services checkbox.
If the Upgrade/Downgrade Quantity is checked, the tab will show in the customer panel.
If the Upgrade/Downgrade Quantity is unchecked, the tab will not show in the customer panel.
Partner end customer
Home >> Clients >> Customers >> Sub Contacts >> Add/Edit Sub Contact
Go to Sub Contacts (tab) page.
Under Permissions list, there is Products/Services Actions checkbox.
Check the Upgrade/Downgrade Quantity under Products/Services checkbox.
If the Upgrade/Downgrade Quantity is checked, the tab will show in the customer panel.
If the Upgrade/Downgrade Quantity is unchecked, the tab will not show in the customer panel.
Client Panel
Profile >> Subuser >> Add/Edit Sub User
Go to Subuser(tab) page.
Under Permissions list, there is Products/Services Actions checkbox.
Check the Upgrade/Downgrade Quantity under Products/Services checkbox.
If the Upgrade/Downgrade Quantity is checked, the tab will show in the customer panel.
If the Upgrade/Downgrade Quantity is unchecked, the tab will not show in the customer panel.
Search/Filter Service
To search/filter services:
- Click on the Search/Filter button located in front of the current services.
- This will open a search form. You can filter based on Product, Status and Purchased date.
- After selecting the desired filter, click on the Search button.
See the sample screenshot of the search/filter section: