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OneBill: Assign Usage Product to your Customer

Written by Marissa Orsini

Updated at February 23rd, 2024

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Table of Contents

Scope Requirements

Scope

Intended Audience: White Label Partners

The following steps will show you how to add the usage product to your customers for invoicing.

 

 

Requirements

  • Access to OneBill 
     
  • Access to Manager Portal
 

 

  1. Log in to OneBill
     
  2. Navigate to the Subscriber Profile
     
  3. Go to the Orders Tab
  4. Click Create Order

     
  5. Click the Recurring - UCAAS Services Category
     
  6. Add the Domain Usage Product

     
  7. Click Review

     
  8. Click on the Domain Usage product on the next screen. A pop up will open. 

     
  9. Enter the customer's domain name EXACTLY as it is in the manager portal. This needs to be completed before adding any add-on toll-free packages. It can not be updated after the order has been placed.
     
  10.  Add a Toll-Free Package, if appliable
    1. Click Add -On                                   
    2. Add the Tol-Free Package needed
  11. Click the Check Mark once complete.

     
  12. Once ready, click on Place Order.

     
  13. Go to the Orders Tab
     
  14. Click the Gear/Cog next to this order you just placed. 
     
  15. Click Activate

     
  16. Change the activation date to when you want to start billing for usage. 

     
  17. Click Start Billing

 

customer assign usage product

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