CORE
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Adding a new customer account in CORE
How to create a new customer account in CORE.
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Login as a Customer in CORE
How to login as a customer in CORE.
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Cancelling NCE subscriptions in CORE
How to cancel a customer subscriptions in CORE.
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Cancelling customer accounts in CORE
How to disable a customer account in CORE.
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Adding and Removing licenses for an existing subscription (NCE)
The steps below will show you how to add or remove additional resources within a customers control panel.
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Update the license count for an NCE subscription
Add and remove resources for an existing NCE subscription.
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Upgrading an NCE subscription
NCE subscriptions can be upgraded to a higher tier, for example, Exchange Online (Plan 1) to Business Basic.
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Ordering an NCE subscription
How to place an order for an NCE license in CORE.
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Purchasing Perpetual Licenses in CORE
Perpetual Licensing is now available to order in CORE.
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Ordering an Azure subscription for an existing tenant
How to order an Azure subscription for a customer with an existing 365 tenant.
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Ordering an Azure Subscription for a new tenant
How to order an Azure subscription for a customer without an existing 365 tenant.
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Ordering BitTitan via CORE
How to order BitTitan licenses via CORE.
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Disable Auto-Renewal for a Subscription (NCE)
How to disable auto-renewal for an active NCE subscription.
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Action Log in CORE
The Action log in CORE keeps track of activity undertaken within the portal.
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Adding admin users in CORE
How to create an admin user in CORE.
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Classic Panel view
How to access the Classic Panel view in CORE.
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Maintaining Personal Details
Keeping personal details up to date in CORE.
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Managing Payment Methods in CORE
Viewing, Adding and Deleting payment methods in CORE.
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View Invoices and recent Orders
How to View Invoices and Recent Orders in CORE.
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Billing Services FAQs
This guide will give a brief introduction to Billing Services on CORE, and the steps required to complete the sign-up process.
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Adding Payment methods to Customer accounts
How to add a payment method to a customer account in CORE.
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Applying payments to open invoices
This guide will help partners apply a payment to open invoices in CORE.
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Credit Notes
This guide will help you apply a credit note to a customer account inside CORE.
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Credit Limits and Terms
This guide helps explain Credit Limits and Terms within CORE.
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Download Customer Invoices
How to download a customer invoice from CORE.
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Maintaining Account Details
Manage your personal details, such as contacts and address information through the CORE panel.
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Putting Accounts on Hold
The Vuzion CORE Control Panel has two options that allow partners to suspend customer accounts. These are Put On Credit Hold and Put On Hold.
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Updating pricing in plans (Billing as a service)
This guide will help Partners who use Billing Services to update pricing in their own plans inside CORE.
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CORE Notifications (Billing as a service)
This guide will explain the automated notifications from CORE.
- An unknown error occurred in the Microsoft 365 application
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Scheduling orders in CORE (NCE)
This article will guide you through placing scheduled orders for NCE subscriptions.
- Customer subscriptions not appearing in the navigation bar
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Azure subscription transfer - Inbound
This guide will outline the required information to complete an inbound transfer of Azure subscriptions + Reservations.
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Azure subscription transfer - Outbound
This guide will outline the required information to complete an outbound transfer of an Azure subscription + reservations.
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How to Order Exclaimer
A quick step by step guide on how to place exclaimer orders to ensure you don't run into issues with them.
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Co-term NCE subscriptions
Align new commerce experience subscription end dates.
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CORE PSA Integration - Configuring Xero Integration
How to install and configure Xero intergration with Infinigate CORE
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CORE PSA Integration - Importing Customers from Xero
How to import your customers from Xero using the customer import wizard
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CORE PSA Integration - Xero Mapping Customers and Products
Map your customers and products between the Reseller Marketplace and Xero.
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CORE PSA Integration - Xero Synchronizing New Subscriptions
How to synchronize customer subscriptions between Reseller Marketplace and Xero
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CORE PSA Integration - Xero Synchronizing Existing Subscriptions
How to synchronize customer subscriptions between Reseller Marketplace and Xero
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CORE PSA Integration - Xero Synchronizing Existing Usage-based Subscriptions
How to synchronize customer subscriptions that include usage-based services
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CORE PSA Integration - Xero Synchronizing Canceled Subscriptions
How to synchronize canceled customer subscriptions between Reseller Marketplace and Xero
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CORE PSA Integration - Xero Logging and Auditing
How to track changes made to the PSA integrations
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CORE PSA Integration - Halo PSA
How to setup Halo PSA to integrate with the infinigate cloud control panel
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CORE Integration - Configuring Dynamics 365 Business Central Integration
Configuring Dynamics 365 Business Central Integration with Infinigate Cloud Control panel
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CORE Integration - Dynamics 365 Importing Customers
How to Import Customers from Dynamics 365
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CORE Integration - Dynamics 365 Mapping Customer and Products
How to Map Customer and Products between Dynamics 365 and Infinigate Cloud Control Panel
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CORE Integration - Mapping Customers, Products, and Subscriptions in Bulk
How to map Customers, Products, and Subscriptions in Bulk between Dynamics 365 and Infinigate Cloud Control panel
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CORE Integration - Dynamics 365 Synchronizing Existing Subscriptions
How to Synchronize existing Subscriptions between Dynamics 365 and the Infinigate Cloud Control panel
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CORE Integration - Dynamics 365 Synchronizing New Subscriptions
How to synchronize new subcriptions between Dynamics 365 and the infinigate cloud control panel
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CORE Integration - Dynamics 365 Synchronizing Existing Usage-based Subscription
Dynamics 365 Synchronizing Existing Usage-based Subscription
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CORE PSA Integration - Autotask Synchronizing Existing Usage-based Subscriptions
Autotask Synchronizing Existing Usage-based Subscriptions
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How to do a Trial to Full ORDER or Migrate Exclaimer to Infinigate Cloud
A specific guide on how to place an order upgrading a trial to a full subscription or a migration from another vendor to Infinigate.
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Onboarding an existing M365 customer
How to onboard an existing CSP customer.
- Cancelling Scheduled Orders in Core
- Checking order status in Core (UX1 View)
- Checking Orders in Classic Panel
- Common Order Errors
- Performing a partial upgrade for a customers subscription in Infinigate Cloud Core
- CORE Integration - Configuring ConnectWise Integration
- CORE Integration- Importing Customers from ConnectWise
- CORE PSA Integration - ConnectWise Mapping Customers
- Core Integration - ConnectWise Mapping Products
- Core Integrations - ConnectWise Synchronizing New Subscriptions
- CORE Integration - ConnectWise Synchronizing Existing Subscriptions
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NCE Subscription Transfer - Inbound
This article covers the steps required to successfully transfer 1+ NCE subscriptions from an outside CSP into Infinigate Cloud.
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NCE Subscription Transfer - Outbound
This article covers the steps required to successfully transfer 1+ NCE subscriptions from Infinigate Cloud to an outside CSP.
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Cancel an Azure subscription for a customer
How to cancel an Azure subscripiton for a customer.
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Co-terming an active Subscription:
Co-terming existing subscriptions in core
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How to place an AvePoint order
How to place an Order for Avepoint Global Object Migration
