The workflow when a customer adds a new service online is that it adds a support note to the customers record with a notification sent to whomever is specified in the notify_user variable. Then the notified user would have to add that service to their account. If the database permissions are done differently and some code was changed it could just add the service directly to their account, and rely on the normal account activate notify. I'm not sure which is the the best workflow, but where I am some services are not available to everyone due to their location or equipment and we have to qualify them before we add them to an account.
Paul On 10/7/06, carol rene <[EMAIL PROTECTED]> wrote: > > Do I still need to add the alternative billing method? > > Also what is the workflow for when the customer adds a new service. > Currently my system allows the customer to request a new service. it then > sends me a support note to the notes section in admin. But I dont get an > email or see anything under new messages is this right? > > thanks for any help > > ----- Original Message ---- > From: Paul Yasi <[EMAIL PROTECTED]> > To: For users of CitrusDB discussion > <citrusdb-users@lists.sourceforge.net> > Sent: Wednesday, 4 October, 2006 3:06:51 AM > Subject: Re: [Citrusdb-users] setting up invoices/services > > If the setup fee is non-recurring then that's right. The first bill > will have both items on it and the second year on it will just have > the one annual service on it. > > Paul > > On 10/3/06, carol rene <[EMAIL PROTECTED]> wrote: > > > > > > > > Dear Paul or anyone who can help, > > > > Can you let me know how to setup the following customers: > > > > I have customers that have two types of invoices through out the year: > > > > 1. A general one off setup fee > > > > 2. An annual bill > > > > > > > > I have set them up as follows: > > > > Customer has e-invoice yearly > > > > Services setup as: > > > > Service A one off payment and frequency 0 > > > > Services B annual payment and frequency 12 > > > > Is this correct? > > > > > > or do i need to also setup an alternative billing method for customer > which > > is for one off payments > > > > ________________________________ > > Yahoo! Messenger - with free PC-PC calling and photo sharing. > > > ------------------------------------------------------------------------- > > Take Surveys. Earn Cash. Influence the Future of IT > > Join SourceForge.net's Techsay panel and you'll get the chance to share > your > > opinions on IT & business topics through brief surveys -- and earn cash > > > http://www.techsay.com/default.php?page=join.php&p=sourceforge&CID=DEVDEV > > > > _______________________________________________ > > Citrusdb-users mailing list > > Citrusdb-users@lists.sourceforge.net > > > https://lists.sourceforge.net/lists/listinfo/citrusdb-users > > > > > > > > > -- > The CitrusDB Project | http://www.citrusdb.org > Open Source Customer Care & Billing System > > ------------------------------------------------------------------------- > Take Surveys. Earn Cash. Influence the Future of IT > Join SourceForge.net's Techsay panel and you'll get the chance to share your > opinions on IT & business topics through brief surveys -- and earn cash > http://www.techsay.com/default.php?page=join.php&p=sourceforge&CID=DEVDEV > _______________________________________________ > Citrusdb-users mailing list > Citrusdb-users@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/citrusdb-users > > > ________________________________ > To help you stay safe and secure online, we've developed the all new Yahoo! > Security Centre. > ------------------------------------------------------------------------- > Take Surveys. Earn Cash. Influence the Future of IT > Join SourceForge.net's Techsay panel and you'll get the chance to share your > opinions on IT & business topics through brief surveys -- and earn cash > http://www.techsay.com/default.php?page=join.php&p=sourceforge&CID=DEVDEV > > _______________________________________________ > Citrusdb-users mailing list > Citrusdb-users@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/citrusdb-users > > > -- The CitrusDB Project | http://www.citrusdb.org Open Source Customer Care & Billing System ------------------------------------------------------------------------- Using Tomcat but need to do more? Need to support web services, security? Get stuff done quickly with pre-integrated technology to make your job easier Download IBM WebSphere Application Server v.1.0.1 based on Apache Geronimo http://sel.as-us.falkag.net/sel?cmd=lnk&kid=120709&bid=263057&dat=121642 _______________________________________________ Citrusdb-users mailing list Citrusdb-users@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/citrusdb-users
