Versions Compared

Version Old Version 8 New Version Current
Changes made by

Richard Vesely

Richard Vesely

Saved on

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.

    Image Removed

  4. Go to My Organizations Section (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#LazyPhish-Menu-Overview%3A)

    Image Added

  5. 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.

  6. Click on shopping basket icon in the row for the organization you want to manageright section of row.

  7. You will see the following dashboard:

How to Order Trial Subscription:

Go to Subscriptions DashboardSection. If you have never activated Trial Subscription you will se 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 later on to 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.

  9. Billing Details Section - Please check the billing details that will be used for invoice. Please see also Invoicing and VAT.

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

  11. Click on NEXT to continue.

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

  13. Click on FINISH ORDER to order the subscription.

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

  15. When the payment is received you will get email notification and status of subscription is changed to paid.

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

Info

You can check the status of your order on Subscriptions Dashboard for the Organization.

...

How to cancel Subscription Order:

Info

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

  1. Go to Subscriptions Section.

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

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

  4. Image Added

    Click on Yes to cancel the order.

  5. Order is now cancelled.

Where to find invoice for Subscription Order:

  1. Go to Subscriptions Section.

  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:

    Image Added

  4. This will unpack the order details section

    Image Added

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