OneBill: How to Add and Edit Subscriber Sites

Updated at May 4th, 2023

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Table of Contents

Scope Requirements: Add Subscriber Sites Add Multiple Sites to an Order OneBill: Adding Products to Customers

The following steps will show you how to add and edit subscriber sites in OneBill for billing, taxes, and usage purposes.

Add Subscriber Sites

Click Create Order
Click Add next to the product
1. A green circle with a 1 will appear to indicate the number of Sites added
2. Click Add again, until you have the number of sites needed. The number in the green circle will update
3. Do this for All Products Needed for Each Site
Click Review
Click the Pencil Icon under the product name
Click the Option Button next to the new site
You should have the same product listed multiple times with different Sites attached to them
Repeat Steps 4-6 for each applicable product
Continue with placing and activating your order according to this doc:

This document outlines how to add products to customers. OneBill calls this creating an order.

Hover over the Customer tab on the left side of the screen and click Subscribers
Click on the account number of the customer you wish to add the recurring product to.
Click Create Order on the right side of the Products Owned window
To view the different products, change the Category dropdown to the desired type
To add a product to the order, click Add on the right. A green circle with the number 1 will appear
Click Review
Follow Steps 7-12 If you need to add an add on product.
Select the item you wish to add on to
NOTE: For toll free or other usage based packages, select usage. For voicemail transcription, select bundled seat
Go to the Purchase Add-Ons tab
Change the search type to Product Name and enter the product you wish to add
Click Add on the product you wish to add, then select the checkmark on the left to close the tab
The Add-On will now appear on your product
Review to confirm everything is correct and select Place Order NOTE: DO NOT SELECT BILL THIS ORDER
Once your order has been placed, navigate to the Orders tab
Your order should be in Pending Billing status. Select the cog icon and click Activate
Select all the products you wish to activate and update the activation date, then click Start Billing
The product status will update to Partially Fulfilled. Once the activation date has passed, it will change to Billing Active