Billing / Services

List all current services

../_images/services.png

Name: service custom name; clicking this will redirect to the service details page

Client: associated client

Date Created: the date when the service was created

Next Due: due date of the service

Status: displays current status of the service

Actions: a number of Actions that can be performed on the service

You can sort the services by: Display Name, Client, Created at, Next Due Date or Status

../_images/services-sort.png

Edit service

Services can be edited from the /staff/billing/services/SERVICE_ID/edit page.

Is free checkbox

When “Is free” is checked on the service, “Invoicing” section settings from client configuration will behave like this:

  • “Generate invoices” still issues invoices but with zero price.

    • No invoice is issued if you have “Do not invoice services with zero price” setting enabled, but service cycles will still be eventually marked as paid.

  • “Enable automatic settlements” marks related service cycles as paid but no amounts are withdrawn from client credit.

Also:

  • Client up to date credit ignores actual cost of the service

  • Prices in client billing history are shown as strikethrough text but with “zero price” besides them (e.g. 10.00$ 0.00$)

Actions

Several actions are available for services:

../_images/service-actions.png

Clicking on the ‘More’ button will reveal more actions:

../_images/service-more-actions.png

Suspend service

In order to suspend a service you need to click on the Suspend service button:

../_images/suspend-service.png

A confirmation dialog will appear and will allow you to select if you wish to shelve instances when suspending to reduce resource usage.

../_images/suspend-service-dialog.png

If you do not want to shelve instances then all instances will be stopped when suspending the service.

If a service is suspended no resources for that service will be visible from enduser panel.

Shelve all instances for service

In order to shelve all instances for a service you need to click on the Shelve all instances for service button:

../_images/shelve-all-instances1.png

Unshelve all instances for service

In order to unshelve all instances for a service you need to click on the Unshelve all instances for service button:

../_images/unshelve-all-instances1.png

Unshelve will restore all instances to running state.