 | Adding a New Client |  |
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There are two locations within Ubersmith where you can add a new client:On the Client Manager dash |
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| Emailing Your Client Base | |
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To email your client base, click the 'Email Client Base' link in the Client Manager dashboard. The resulting 'Email Client Base' popup will have the following configuration options to |
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| Adding a New Service to a Client | |
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Add a Service to a ClientNavigate to the |
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| Ubersmith DE Service Modules | |
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Service Modules are an extremely useful extension to the basic recurring billing found within Ubersmith. With service modules, you can bill for bandwidth utilization, bill for sup |
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| Configuring Tiered Bandwidth Billing |  |
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For the purposes of this article, we'll assume that you have normal bandwidth billing up and running. |
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| Backup Billing using R1Soft | |
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Ubersmith offers a 'Backup Billing' service module that will allow you to configure a service plan to bill based on backup service usage. First, you must configure the 'Backup B |
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| Cloudstack Billing | |
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CloudStack BillingUbersmith's CloudStack Billing Service Module allows you to have Ubersmith bill for CloudStack usage. In the Service |
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| Tax Exemptions | |
| The tax exemption system in Ubersmith allows user to define period of time for a given client account when they should not be billed for normally collected sales tax. During that period Ubersmith will not invoice the client for the specified tax rates |
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| Master Service Agreement (MSA) | |
| A Master Service Agreement (MSA) is a documents that can be attached to a client account. Once added, the MSA will be included as a part of any contracts signed using Ubersmith's Sales Quoting Tool. Standard or Default MSAs can be added to Ubersmith t |
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