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howto:extend_trial [2025/05/20 16:42]
20.171.207.252 old revision restored (2024/09/11 05:14)
howto:extend_trial [2025/06/18 16:05] (current)
20.171.207.135 old revision restored (2025/05/20 11:05)
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   * There have been shipping delays   * There have been shipping delays
  
-1.  Open the customer record and click to the **Continuity** tab. Click on the **Purchase** name.+1. Open the google spreed sheet available here : 
  
-2.  Set the **Next Bill Date** field to 1 month in the future. Click **Update Purchase**.+https://docs.google.com/spreadsheets/d/1-QL4VkuJgOvn3mS7sD4fie1zjsVbfXqeuorqRTyJb9Y/edit#gid=494181682 
 + 
 +2. Enter the required values for **Date, Agent and Order ID**. Set the **Next Bill Date** to 1 month in the future.  
 + 
 +**Please Note you MUST include an entry for EACH PRODUCT ordered by the client** Example - If the customer ordered Step 1 and Step 2 you would need to include 2 entries into the google document.  
 + 
 + 
 +{{:howto:picture3.png|}}
  
-{{:howto:next_bill_date.png|}} 
howto/extend_trial.1747759336.txt.gz · Last modified: 2025/05/20 16:42 by 20.171.207.252