Support Plan allows you to define the billing cycle, billing mode, charging etc.
To create a support plan:
1. Go to Admin>>Billing>>Support Plan.
2. Click Add New Support Plan to go to the relevant form
3. Now, provide the relevant details as discussed below.
Support Plan Name | Provide a name. This is a mandatory field. |
Support Plan Type | Choose how to charge, viz. Per hour, per Request or Fixed Charge. |
Billing Mode | Choose mode: Postpaid or Prepaid. |
Bill Cycle | Choose a preferred bill cycle. |
Fixed Charges | Add fixed base charge, allowance in hours. Also, choose an appropriate option for additional usage. You can either block requests or accept requests at extra charges when the allowance is consumed. |
Additional Usage Charges | If chosen to charge additional usage, then choose fixed or differential charges and provide necessary details. |
Checkbox: Carry forward unused allowance | Check this box to allow hourly allowance to be carried forward. |
Checkbox: Allow Support Rep to enter additional charges | Check this box to allow Support Reps to enter additional charges. |
Checkbox: Allow Support Rep to overwrite the time taken to resolve | Check this box to allow Support Reps to change time taken to resolve a request. |
Checkbox: Deduct only Operational Hours from allowance | Check this box to deduct only operational hours from the allowance. Non-operational hours will be charged based on the support plan. |
Associated Top up Plans (applicable for prepaid billing mode only) | Select the preferred top up plans. |
4. Finally, click Save.
Default Support Plan:
To make a support plan as default, go to Admin>> Billing>>Support Plan and click the green checkmark and click OK to confirm.
View, edit, or delete support plans
All support plans are listed under the support plan configuration page. To access it, go to Admin>> Billing>>Support Plan.
To view details or edit a support plan, click the plan name or edit icon. To edit, make necessary changes and click Update.
To delete, select one or more request support plans using the checkboxes and click Delete.