List Services

You can view services by clicking on the List Services link in the Service Tab when the tab is active, located within the orange action bar.

Services Views

View All Current (Default) - In this default view, all services that are active recurring, as well as one-time fees with a current balance will be shown. 

View Recurring - To view only services that are set to recurring billing, select this filter.

View One Time - To view only services that have been set as a one-time fee, select this filter.

View All - To view services that have been deactivated, are set to start in the future, and all current service select this filter.

Changes may be made to services through the links on the right side of each row: Edit, Details, and Options.

Services can be sorted by column headings. Click the heading once to sort by ascending order, and again to sort in descending order. In the services list, the Comment Bubble indicates that there have been comments stored on that particular service. To the right of the balance, if a credit card icon appears, the service has been set to Auto Charge.

Child Services exist under Parent Services. To see child services, click the [+] to the left of the service name to expand the tree.