Adding the Product to the Customer

1. Hover over the Customer tab on the left side of the screen and click Subscribers
   
    
2. Click on the account number of the customer you wish to add the recurring product to.
    
    
3. Click Create Order on the right side of the Products Owned window
   
    
4. To view the different products, change the Category dropdown to the desired type
   
    
5. To add a product to the order, click Add on the right. A green circle with the number 1 will appear
   
6. Click Review
   
    
7. Follow Steps 7-12 If you need to add an add on product. 
    
8. 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
   
9. Go to the Purchase Add-Ons tab
   
10. Change the search type to Product Name and enter the product you wish to add
11. Click Add on the product you wish to add, then select the checkmark on the left to close the tab
12. The Add-On will now appear on your product
13. Review to confirm everything is correct and select Place Order NOTE: DO NOT SELECT BILL THIS ORDER
14. Once your order has been placed, navigate to the Orders tab
15. Your order should be in Pending Billing status. Select the cog icon and click Activate
16. Select all the products you wish to activate and update the activation date, then click Start Billing
17. The product status will update to Partially Fulfilled. Once the activation date has passed, it will change to Billing Active