Setting the retail monthly fee on a service

Step 1.

Click the Customers tab


Step 2.

Click Customer account list on the sub-menu


Step 3.

Locate the customer for which you wish to change the retail service change, then click the Re-billing button





Step 4.

Click the Monthly Fees tab


Step 5.

Each of the customers services are listed in the table.  Set the retail base monthly fee for each service in this column as desired.  The default value is the SRP from the Pricebook.


Step 6.

For services with per-user monthly fees, for example MyCloud Desktop or Office 365, you can specify a per-user retail monthly fee here.



When you're finished making changes, click the Save Settings button.  Your new retail rates will take effect as of the next billing run after the change.


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