How to open a ticket:

Tickets are generally opened for payment reminders and incomplete payments while purchasing a trial.

For Overdue payment reminder

1. Search for the client using their email address
2. Go to the client’s profile
3. Select ‘Open New Support Ticket’ from the client’s profile

4. Add the subject ‘Unpaid Invoice Follow-up’ and select the department as ‘Billing’

5. Insert the template from predefined replies, select ‘Billing’ and ‘Overdue Follow-up’

6. Make the necessary changes, like adding the invoice number and invoice amount.
7. Select ‘Open ticket’ option

For Incomplete trial payments

1. Go to orders
2. Open the client’s profile for which the trial payment is incomplete
3. Select ‘Open New Support Ticket’ from the client’s profile
4. Add the subject ‘Demo Payment Incomplete’ and select the department as ‘Billing’
5. Insert the template from the predefined replies, select ‘Billing’ and ‘Demo Order: Payment Incomplete’
6. Make the necessary changes
7. Select ‘Open ticket’ option