Example of a "Traditional Procedure" article

"Traditional Procedure" Article - Explaining customer set up

Follow this procedure when manually setting up a new customer:

  1. Verify backend account exists
  2. Create customer account
  3. Create subscription
  4. Connect subscription to backend account
  5. Confirm invoice was sent

Complete all steps in the procedure to guarantee it is done properly.

1. Verify backend account exists

Navigate to the backend and follow the steps below to confirm the backend account exists.

1.2. Search for record

1.3. Click Backend Record

2. Create customer account

Navigate to our billing application and follow the steps below to manually create a customer account.

2.1. Click Customers

2.2. Click + Create New Customer

3. Create subscription

3.2. Click + Create New Subscription

3.3. Select Product

3.4. Choose the Existing Customer

4. Connect subscription to backend account

4.2. Copy Subscription ID

4.4. Paste Subscription ID in Sales Settings

5. Confirm invoice was sent

5.3. Search for invoice to confirm it was sent