Add a subscription

This task explains how to add a subscription package to an existing account.

  1. Search for the account to which you want to add a subscription, then double-click the account entry in the search results.
    The Account summary page is displayed.
  2. On the Account menu, click Add Subscription....
    The Select a Package window is displayed.
  3. Click the package you want to order.
    The Order package name or Add Services page is displayed.
  4. Enter all required information.
    Note: If the package contains multiple services and does not use an order form, you may have to enter information on several pages.
    After you have entered all required information, Smile creates the account and subscriptions and generates the first invoice for the new account.
  5. (Optional) Click Add item to add another item to the invoice, for example, a modem or handset.
  6. Click Save.
    The Close Invoice page is displayed.
  7. Do one of the following:
    • Click Issue the Invoice to close and issue the invoice. If automatic payments are configured for the account, Smile also schedules an automatic payment.
    • Click Leave Open to save the open invoice. Open invoices do not affect the account balance.
    • Click Raise Later to defer the invoice items. Smile adds these items to the next bulk invoice for the subscription.
    • Click Pay Immediately to close the invoice and enter a manual payment against the invoice.
    • Click Assign next to an open invoice to add the invoice items to the open invoice.
    Smile takes the appropriate action.
    Note: For more information about paying an invoice, see Enter a manual payment.