Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents

How to get to Subscriptions

...

Section:

  1. Login to LazyPhish App

  2. Click on your name in the left menu. This will open the profile submenu.

    Image Removed
  3. Click on My Organizations. Here you can see the list of your Organizations.Go to My Organizations Section (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#LazyPhish-Menu-Overview%3A)

  4. Find the row with Organization for which you want to manage the subscription. You can use search bar in the upper right corner of the table.

  5. Click on shopping basket icon in the right section of row.

  6. You will see the following dashboard:

How to Order Trial Subscription:

Go to Subscriptions DashboardSection. If you have never activated Trial Subscription you will see the yellow button Activate Trial Subscription.

...

How to Order Regular Subscription:

  1. Go to Subscriptions DashboardSection.

  2. Click on Order Subscription button.

  3. Subscription order wizard will open.

  4. Subscription Section - Here you can select the subscription you want to order by clicking on the subscription icon. For more details about the subscription please see Subscriptions and Pricing.

  5. Select subscription and click on NEXT to continue.

  6. Billing Details - Please check the billing details that will be used for invoice. Please remember that these details must be correct and will be verified by our accounting team. Please see also Invoicing and VAT specially in case you want to apply for VAT reverse charge.

  7. Calendar Section - Please note that:

    1. If you are ordering a new subscription the start date is set on order date. How ever the start date will be adjusted on the activation date when the payment will be received and service activated.

    2. If you are ordering lower subscription than you currently have the earliest start date is end of current subscription.

    3. If you are ordering higher subscription than you currently have you can set any start date and the price will be deducted for remaining subscription fee.

  8. Click on NEXT to continue.Billing Details Section - Please check the billing details that will be used for invoice. Please see also Invoicing and VAT.

  9. Payment Section - Here you can select the payment method that you want to use.

  10. Click on NEXT to continue.

  11. Summary Section - Here you can see the order summary.

  12. Click on FINISH ORDER to order the subscription.

  13. You will receive two email notification. One with order summary and one with payment details.

  14. When the payment is received you will get email notification.

  15. When the subscription is activated the subscription status is changed to active.

...

Info

Subscription can be cancelled until the payment is received. (Status: Ordered)

  1. Go to Subscriptions DashboardSection.

  2. Find the row with subscription order you want to cancel.

  3. Click on cancel icon in the right section of row.

  4. Click on Yes to cancel the order.

  5. Order is now cancelled.

Where to find invoice for Subscription Order:

  1. Go to Subscriptions DashboardSection.

  2. Find the row with subscription order for which you want to download the invoice.

  3. Click on unpack sign at the beginning of the row:

  4. This will unpack the order details section

  5. Click on Invoice link on the right side to open/download the invoice.