Example of a "Traditional Procedure" article
"Traditional Procedure" Article - Explaining customer set up
Follow this procedure when manually setting up a new customer:
- Verify backend account exists
- Create customer account
- Create subscription
- Connect subscription to backend account
- 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.
1.1. Navigate to Customers
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.