Manually invoicing and setting up client accounts

Below is the process to follow when manually invoicing clients for systemHUB subscriptions that don't go through Zoho Subscriptions.

System Details

Step 1: Iron out the details with the client

The sales team or whoever is handling the client will iron out the details through email.

They will confirm the type of subscription the client will purchase (e.g. annual or monthly) and the subscription price that will be billed to the client.

 

Step 2: Send a handover email to accounts

After ironing out the details and confirming all the needed information with the client, sales will hand them over to accounts.

The client will be sent "Email Template #1 - Handover to Accounts Email" under the email templates section below.

They should make sure to CC in accounts (mainly Sally) in the handover email.

 

Step 3: Send the Xero invoice to the client

Once accounts has been looped in and has receive the information from the handover email, they will send the invoice to the client through Xero.

To make sure the client receives the invoice, they will send "Email Template #2 - Xero Invoice Follow-up" and CC in sales or whoever handled the client during the purchase.

 

Step 4: Send handover email to customer support

Once accounts confirms that the client has paid, they will loop in customer support to set up the client's systemHUB account.

Accounts will send "Email Template #3 - Handover to Customer Support" to the support team.

 

Step 5: Set up the client's systemHUB account

Once customer support receives the handover email from accounts, they will set up the systemHUB account of the client.

Since the client is manually billed, their account will be set to a trial which will be set with an expiry date based on the type of subscription (annual or monthly).

Customer support will follow steps 2 until 5 of this process to set up a trial account.

 

Step 6: Log the client in the client in Asana

Go to the "*Manual billing for systemHUB subscriptions" task in Asana.

Under the Admin: section of the task, duplicate the subtask TEMPLATE - [[Client name]] - [[Company name]] and fill the client's name and company name.

Place the subtask under the Special Payment Monthly / Annual Accounts: section as all other sections below it are no longer active or being used.

Go into the newly-created subtask and fill in the needed information such as the client's name, company, email address, etc.

Assign the client's subtask to the assigned customer success/support team member for follow up, and set the due date for 1 month before the client's account is set to renew.

 

Step 7: Loop in the accounts department for manual invoicing

Once the customer success/support team successfully confirms that the client will renew, they will loop in the accounts department to handle the manual invoicing (step 3 of this process).

They will send "Email Template #5 - Renewal Confirmation".

CC in the client to this email.