Changes for page Full Service Billing Vs. Self Service Billing
Last modified by David Stadnyk on 2026/03/25 17:04
From version 8.1
edited by David Stadnyk
on 2026/03/25 17:02
on 2026/03/25 17:02
Change comment:
There is no comment for this version
To version 9.1
edited by David Stadnyk
on 2026/03/25 17:04
on 2026/03/25 17:04
Change comment:
There is no comment for this version
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... ... @@ -2,14 +2,22 @@ 2 2 3 3 = Full Service Billing Vs. Self Service Billing = 4 4 5 -We have two different Types of clients that use myVolo: Full Service and Self Service. 6 6 7 - ***Full ServiceBilling.**6 +=== **Client Types in myVolo** === 8 8 9 - These clients are usingmyVoloalongsideourFull ServiceBilling product.These Clientsenter contractsinto myVolowhich arethen sentalongto MSIforbilling and servicing.We collect their payments,deduct ourcommission,and thenfundtheclientsdirectly. Theystill haveaccesstothe MSI billing website,howevercontracts enteredthere willnotappearinmyVolo. They alsohave lessaccessto make changes to contractsin myVolo, and most actions,such aspriceadjustments, duedate changes,andpaymentsourcechangesmust bedone eitherby contactingour Support team, or enteringanadjustment request.8 +myVolo serves two distinct client types: **Full Service** and **Self Service**. Understanding the difference between these two is important when providing support, as their billing processes and available features differ significantly. 10 10 11 -* **SelfService Billing**10 +**Full Service Billing** 12 12 13 - These clientsareusingmyVolo as a standalone platform. Most have connectedthesoftwaretoa third party merchant processor.This meansthat creditcard and EFTtransactionsprocessed in myVolo are sentalongto amerchantprocessorwhointurn fundsthe client directly. These clientsdo nothave MSI ID #s anddo not have access to the billing website.Wedonotservice their contracts12 +Full Service clients use myVolo alongside our Full Service Billing product. Contracts entered in myVolo are sent to MSI for billing and servicing, where we collect payments, deduct our commission, and fund the client directly. These clients retain access to the MSI billing website; however, any contracts entered there will not appear in myVolo, so it is important to ensure contracts are entered in the correct platform. 14 14 14 +Full Service clients have more limited access to make changes to contracts within myVolo. Most administrative actions — such as price adjustments, due date changes, and payment source changes — cannot be performed directly by the client and must either be handled by contacting our Support team or by submitting an adjustment request. 15 + 16 +**Self Service Billing** 17 + 18 +Self Service clients use myVolo as a standalone billing platform. Most have connected the software to a third-party merchant processor, meaning that credit card and EFT transactions processed in myVolo are sent directly to the merchant processor, which in turn funds the client. 19 + 20 +Unlike Full Service clients, Self Service clients do not have MSI ID numbers and do not have access to the MSI billing website. Our team does not service their contracts, giving these clients full autonomy over their billing and contract management within myVolo. 21 + 22 + 15 15 {{include reference="KBSupportCTA.WebHome"/}}