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:

• Card view:

• List view:

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

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)

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

• Recurring transactions enabled: shows if a payment method is assigned to this service to be automatically charged

• 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

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).

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

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:

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:

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:

Unshelve will restore all instances to running state.

Set up recurring transactions

This action is available when clients can save payment methods but the service is not configured to be automatically charged when invoiced and the billing.recurring_payments_terms feature is enabled.

End-users are redirected to a page where they choose an existing payment method to be automatically charged and agree to the terms. After submitting the form, clients will be notified with a copy of the terms. See more about this flow here.

Cancel recurring transactions

This action is available when a payment method is assigned to this service to be automatically charged when a new invoice is generated. After submitting the action, clients are notified about the change.