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Assign a Billing Plan to a Customer (#BLPLNASN01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20120209 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   Video

How do I assign a Billing Plan to a Customer?

  1. Open the Agreement in question.
  2. Choose the desired Billing Plan to assign to this Customer's Agreement, using the Billing Plan dropdown (as shown below). Billing plan dropdown
  3. Click OK to save & close the Agreement.

 

How do I create a new Billing Plan?

See #BLPLNSU01.

 

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