Order an account

This task explains how to order an account package and create an account. The account package contains configuration information such as the account terms, dispatch settings and stationery settings, and may also create new subscriptions, such as CAT access or a mobile subscription.

Your company's business requirements determine the data you enter when you order an account. For more information about this data, contact your Smile administrators.

This task explains how to place an order for a new account. Use this task to add a customer to Smile.

Note: To add a subscription to an existing account, see Add a subscription.
  1. On the Smile menu, click Ordering.
    The Order Status Report page is displayed.
  2. Click Start new order...
    1. If the Incomplete orders page is displayed, click Start new order to place a new order.
    The Select a Package page is displayed.
  3. Click the package you want to order.
    The Order package name or New Account page is displayed.
  4. Enter all required information. The following fields may be displayed and require additional explanation:
    • Password—Specifies a randomly-generated account password. To generate a new random password, click Regenerate. To enter a new password, click Edit.
    • Alternate Account Number—(Optional) Specifies another way to identify the account, for example, an account number from another application.
    • Automatic debit behaviour—Specifies how Smile schedules automatic payments for the account.
    • Use account password—Specifies if the account password is also the subscription password. To increase security, we strongly recommend that you untick this checkbox and set a different password for each subscription on an account.
    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, if there are charges to raise, generates the first invoice for the new account. In some Smile configurations, the new subscriptions are not activated until additional steps are completed.
  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 account.
    • Click Pay Immediately to close the invoice and enter a manual payment against the invoice.
    Smile takes the appropriate action.
    Note: For more information about paying an invoice, see Enter a manual payment.