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adding_an_expiry_date_service_rule [2014/11/05 13:23] Lisa Adams [Activate the rule on your account] |
adding_an_expiry_date_service_rule [2014/11/07 18:38] Jaco van Wyk [Activate the rule on your account] |
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===== Adding an Expiry Date Service Rule ===== | ===== Adding an Expiry Date Service Rule ===== | ||
- | Users are able to to set expiry dates to services/packages. This is convenient for contract based packages i.e mobile phone contracts / rental contract agreements or even a debt with a certain lifespan i.e loans. | + | Users are able to to set expiry dates to services/packages. This is convenient for contract based packages i.e mobile phone contracts/rental agreements or even a debt with a certain lifespan i.e loans. |
==== Activate the rule on your account ==== | ==== Activate the rule on your account ==== | ||
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- Log into your account and go to [[https://billing.snapbill.com/setup/service|Setup > Services]]. | - Log into your account and go to [[https://billing.snapbill.com/setup/service|Setup > Services]]. | ||
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- | - Select the service that you wish to have expiry dates available, in the left blue menu select “custom fields”. | + | - Select the service that you wish to have expiry dates available, in the left menu select “custom fields”. |
- | - | ||
- Add a custom field for the dates, by clicking on “Add Field” in the bottom right side. | - Add a custom field for the dates, by clicking on “Add Field” in the bottom right side. |