Client Handover & Billing
Providing your clients with a positive handover and training session vastly improve satisfaction, and provides a good opportunity for you to setup system access and billing.
We recommend providing a handover and training session after the website has been mostly completed, but before go-live.
Recommended Training Topics
Website & Contacts
- Adding new pages, moving pages, and editing Page settings.
- Editing and updating website page content.
- Managing media and uploading files to a page.
- Adding blog posts / news articles to the website.
- Contact management, how to filter by conditions, and where to find form submissions and enquiries.
Marketing Features
- Create and send an e-mail newsletter.
- Basic automated workflows (eg. e-mail message on form submission).
- Connect Facebook, Twitter & LinkedIn social accounts.
Commerce Features
- Invoicing and how to raise a manual sale.
- Adjustments and refunds.
- Order shipping fulfillment.
- Add / remove / update Products.
- Inventory management.
- Managing Product Categories.
Towards the end of your training session, add the client as an administrator, and ensure payment information is entered into the account:
1. Invite Administrators
To send an e-mail invite to administrators, login to their website account and navigate to Dashboard > Settings > Administrators.
Each admin user needs to have their own unique account (rather than a shared login).
On first login, users will set a password, and enter a mobile number for 2-factor authentication.
If the administrator invite doesn't arrive in the client's inbox, advise them to check their spam / junk folder. Otherwise, you can edit the administrator's contact record and set a password for them manually. Be sure to tick the option "Request change of password on next log in", so the client is prompted to set a new password.
2. Add Payment Information
After the client has been setup as an administrator, have them update their billing and payment information.
Navigate to Dashboard > Settings > My Account to view all invoices and add payment information.
Clients can pay via:
- Visa debit and credit cards.
- MasterCard debit and credit cards.
- American Express debit and credit cards.
3. Set Billing to "Active"
Oncord billing runs on the 1st of each month, on all accounts set to the Billing Status of "Active".
To update the billing status of one of your accounts, login to the Reseller Panel and navigate to the "Your Websites" page to view all your accounts. Edit the website, check the features / pricing plan is correct, and change the Billing Status from "Paused" to "Active".