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CORE

  • Adding a new customer account in CORE

    How to create a new customer account in CORE.

  • Login as a Customer in CORE

    How to login as a customer in CORE.

  • Cancelling NCE subscriptions in CORE

    How to cancel a customer subscriptions in CORE.

  • Cancelling customer accounts in CORE

    How to disable a customer account in CORE.

  • 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.

  • Update the license count for an NCE subscription

    Add and remove resources for an existing NCE subscription.

  • Upgrading an NCE subscription

    NCE subscriptions can be upgraded to a higher tier, for example, Exchange Online (Plan 1) to Business Basic.

  • Ordering an NCE subscription

    How to place an order for an NCE license in CORE.

  • Purchasing Perpetual Licenses in CORE

    Perpetual Licensing is now available to order in CORE.

  • Ordering an Azure subscription for an existing tenant

    How to order an Azure subscription for a customer with an existing 365 tenant.

  • Ordering an Azure Subscription for a new tenant

    How to order an Azure subscription for a customer without an existing 365 tenant.

  • Ordering BitTitan via CORE

    How to order BitTitan licenses via CORE.

  • Disable Auto-Renewal for a Subscription (NCE)

    How to disable auto-renewal for an active NCE subscription.

  • Action Log in CORE

    The Action log in CORE keeps track of activity undertaken within the portal.

  • Adding admin users in CORE

    How to create an admin user in CORE.

  • Classic Panel view

    How to access the Classic Panel view in CORE.

  • Maintaining Personal Details

    Keeping personal details up to date in CORE.

  • Managing Payment Methods in CORE

    Viewing, Adding and Deleting payment methods in CORE.

  • View Invoices and recent Orders

    How to View Invoices and Recent Orders in CORE.

  • 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.

  • Adding Payment methods to Customer accounts

    How to add a payment method to a customer account in CORE.

  • Applying payments to open invoices

    This guide will help partners apply a payment to open invoices in CORE.

  • Credit Notes

    This guide will help you apply a credit note to a customer account inside CORE.

  • Credit Limits and Terms

    This guide helps explain Credit Limits and Terms within CORE.

  • Download Customer Invoices

    How to download a customer invoice from CORE.

  • Maintaining Account Details

    Manage your personal details, such as contacts and address information through the CORE panel.

  • 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.

  • 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.

  • CORE Notifications (Billing as a service)

    This guide will explain the automated notifications from CORE.

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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

  • Azure subscription transfer - Inbound

    This guide will outline the required information to complete an inbound transfer of Azure subscriptions + Reservations.

  • Azure subscription transfer - Outbound

    This guide will outline the required information to complete an outbound transfer of an Azure subscription + reservations.

  • 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.

  • CORE PSA Integration - Configuring Xero Integration

    How to install and configure Xero intergration with Infinigate CORE

  • CORE PSA Integration - Importing Customers from Xero

    How to import your customers from Xero using the customer import wizard

  • CORE PSA Integration - Xero Mapping Customers and Products

    Map your customers and products between the Reseller Marketplace and Xero.

  • CORE PSA Integration - Xero Synchronizing New Subscriptions

    How to synchronize customer subscriptions between Reseller Marketplace and Xero

  • CORE PSA Integration - Xero Synchronizing Existing Subscriptions

    How to synchronize customer subscriptions between Reseller Marketplace and Xero

  • CORE PSA Integration - Xero Synchronizing Existing Usage-based Subscriptions

    How to synchronize customer subscriptions that include usage-based services

  • CORE PSA Integration - Xero Synchronizing Canceled Subscriptions

    How to synchronize canceled customer subscriptions between Reseller Marketplace and Xero

  • CORE PSA Integration - Xero Logging and Auditing

    How to track changes made to the PSA integrations

  • CORE PSA Integration - Halo PSA

    How to setup Halo PSA to integrate with the infinigate cloud control panel

  • CORE Integration - Configuring Dynamics 365 Business Central Integration

    Configuring Dynamics 365 Business Central Integration with Infinigate Cloud Control panel

  • CORE Integration - Dynamics 365 Importing Customers

    How to Import Customers from Dynamics 365

  • CORE Integration - Dynamics 365 Mapping Customer and Products

    How to Map Customer and Products between Dynamics 365 and Infinigate Cloud Control Panel

  • 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

  • CORE Integration - Dynamics 365 Synchronizing Existing Subscriptions

    How to Synchronize existing Subscriptions between Dynamics 365 and the Infinigate Cloud Control panel

  • CORE Integration - Dynamics 365 Synchronizing New Subscriptions

    How to synchronize new subcriptions between Dynamics 365 and the infinigate cloud control panel

  • CORE Integration - Dynamics 365 Synchronizing Existing Usage-based Subscription

    Dynamics 365 Synchronizing Existing Usage-based Subscription

  • CORE PSA Integration - Autotask Synchronizing Existing Usage-based Subscriptions

    Autotask Synchronizing Existing Usage-based Subscriptions

  • 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.

  • 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

  • NCE Subscription Transfer - Inbound

    This article covers the steps required to successfully transfer 1+ NCE subscriptions from an outside CSP into Infinigate Cloud.

  • NCE Subscription Transfer - Outbound

    This article covers the steps required to successfully transfer 1+ NCE subscriptions from Infinigate Cloud to an outside CSP.

  • Cancel an Azure subscription for a customer

    How to cancel an Azure subscripiton for a customer.

  • Co-terming an active Subscription:

    Co-terming existing subscriptions in core

  • How to place an AvePoint order

    How to place an Order for Avepoint Global Object Migration

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