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M Milan Manandhar

Milan Manandhar

milanmdhr@gmail.com
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Addon - Help Me Setup

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Addon Info

Name

Help Me Setup

Id

cbdemo_setuphelp

Status

Active

Invoice Name

Help Me Setup

Displayed in Customer Portal

Yes

Pricing Model

Flat Fee

Charge Type

Non Recurring

Price

USD 100.00

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Cancel Subscription for Moss Enterprises 132

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How do you want to handle credits for the unused period (31 days)?

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Delete Subscription

All data related to the subscription, such as transactions, invoices, and reports, will be scheduled for deletion and will be deleted in a few minutes.

This action is irreversible. Are you sure you want to delete it ?

Delete Customer

All customer related data, including subscriptions, invoices, transactions, and reports will be scheduled for deletion and will be deleted in a few minutes.

This will also remove the Payment Method from the gateway/vault. This action is irreversible. Are you sure you want to delete it ?

Confirm Archive

This plan cannot be deleted due to one or more reasons:

Subscriptions have been created using this plan.
Invoices have been generated using this plan.

However, you can archive this plan to prevent future usage. This will not affect existing subscriptions or invoices linked to the plan. You can always unarchive this plan later. Read more.

Confirm Archive

This addon cannot be deleted due to one or more reasons:

Plans have this addon associated.
Subscriptions have been created using this addon.
Invoices have been generated using this addon.

However, you can archive this addon to prevent future usage. This will not affect existing plans, subscriptions or invoices linked to the addon. You can always unarchive this addon later. Read more.

Confirm Delete

This coupon will be permanently deleted. You will not be able to link this Coupon to any subscription.

Invite a team member to use Patientmatic

You can either let your team members access everything in this site, or assign specific roles to them.

Email address

Select user access level

Provide full access

Assign Roles (restricted access) radio

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Add a team member to use Patientmatic

You let your team members access everything in this site.

Full Name

Email address

Password

Retype Password

Select user access level

Provide full access

Cancel

Change role for shy@cickagee.com

Select user access level

Provide full access

Assign Roles (restricted access) radio

Cancel

shy@clickagee.com will not be able to access this site.

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The invite sent to this user will become invalid.

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Delete Site

This site and its styles, pages, and images will be deleted permanently. If it has a Webflow form, existing submissions will be deleted and all future submissions will not be captured, even if it was exported.

You are about to delete the Clickagee site; this cannot be undone. Are you sure you want to do this?

Add Charge

Amount

Description

Invoicing options A separate one-off invoice will be created for this charge and the customer will be charged immediately.

Add Addon

Select the addon

Invoicing options A separate one-off invoice will be created for this charge and the customer will be charged immediately.

Only non-recurring addons can be added here. To add a recurring addon go to Change Subscription.

Add Coupon/Coupon Code

Select the coupon to apply

Multiple coupons can be applied to a subscription as long as the coupons are not of the same discount type. If you apply a coupons with the same discount type, then the previous coupons will be replaced with the new one. Learn More...

Promotional Credits

Add

Deduct

Amount

USD

Description

Promotional credits will automatically be applied to any invoice that is generated. Learn More...

Record Payment

Amount*

USD

Payment Method*

Payment Date*

Reference #

Comment*

Excess payments recorded here will be automatically applied on invoices generated in the future. You can also apply this payment on unpaid invoices.

Update PO Number

PO Number

Updates the PO number of this invoice

Create Credit Note

Type

Amount*

USD

Reason Code*

Note

Void Invoice

Void Invoice

Delete Invoice # 26 for Source Tagger Pvt. Ltd.

Comment

Invoice deletion cannot be undone. Please download the PDF copy for your records.

Time Zone

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