End-user / Billing / Services

To understand what is a “service” in Fleio, see billing concepts service page.

View services

On this page the end user can preview his services after an order was submitted:

../../_images/view1.png

  • Card view:

../../_images/services-cards.png

  • List view:

../../_images/services-list.png

Using the controls from the top right corner of the screen (represented in the above image) you can:

Filter services

You can filter the services by:

  • Created at: the date when the service was created

  • Updated at: the date when the service was updated

  • Activated at: the date when the service was activated

  • Suspended at: the date when the service was suspended

  • Terminated at: the date when the service was terminated

  • Status: displays current status of the service

  • Paid until: the date until service is considered as paid

../../_images/filter1.png

Sort services:

You can sort the services by:

  • Name: name of the service

  • Created at: the date when the service was generated

  • Paid until: the date until service is considered as paid

  • Status: status of the service (can be: Active, Pending, Suspended, Terminated, Canceled, Fraud, Archived)

../../_images/sort1.png

To generate a service you need to go to the Order Services tab and submit an order.

Click on a card to enter the service details page where you can see other detailed information besides the info from the cards/list view.

You’ll see the following information:

  • Product: product info:

    • Name: name of the product

    • Description: product description

    • Payment: payment info

    • Setup fee: product setup fee

  • Billing service: can be Daily, Monthly, Quaterly, Yearly

  • Currency: service currency

  • Price overriden: if service has any overriden price

  • Created at: the moment when the service was generated

  • Next invoice date: when nect invoice will be generated

  • Paid until: the date until service is considered as paid

  • Last update: the last moment when it was updated

../../_images/service.png

The enduser has the possibility to request cancellation of any service. To do so, hover over any card on the list page or use the button from the top right corner of the card on the service details page (the following image shows the button hovered).

../../_images/service-cancellation-button.png

After clicking the button the following popup is triggered where the user can submit the cancellation request.

../../_images/service-cancellation-request.png

Fields:

  • Cancellation reason (required): details about the request

  • Cancellation type (required) - multiple choices:

    • Immediate: service is immediately canceled

    • On service due date: service will be canceled on the service due date

After submitting the form the service will be marked with the following label:

../../_images/service-cancellation-label.png

Shelve all instances for service

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

../../_images/shelve-all-instances.png

Unshelve all instances for service

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

../../_images/unshelve-all-instances.png

Unshelve will restore all instances to running state.