Tickets are generally opened for payment reminders and incomplete payments while purchasing a trial.
For Overdue payment reminder
- Search for the client using their email address
- Go to the client’s profile
- Select ‘Open New Support Ticket’ from the client’s profile
- Add the subject ‘Unpaid Invoice Follow-up’ and select the department as ‘Billing’
- Insert the template from predefined replies, select ‘Billing’ and ‘Overdue Follow-up’
- Make the necessary changes, like adding the invoice number and invoice amount.
- Select ‘Open ticket’ option
For Incomplete trial payments
- Go to orders
- Open the client’s profile for which the trial payment is incomplete
- Select ‘Open New Support Ticket’ from the client’s profile
- Add the subject ‘Demo Payment Incomplete’ and select the department as ‘Billing’
- Insert the template from the predefined replies, select ‘Billing’ and ‘Demo Order: Payment Incomplete’
- Make the necessary changes
- Select ‘Open ticket’ option