Once the CloudSET Extension Framework has been registered with your Zendesk instance it will be possible and necessary to purchase the required CloudSET capabilities and services before they become available for use.
It is possible that some or all of the available CloudSET capabilities and services have already been provided as part of a package of services supplied by Coherence Design Services or a qualified CloudSET Partner, in which case the details of what has been provided can also be accessed and updated in accordance with the following.
Locate the CloudSET Subscription and Billing Details
Having successfully registered, if you are the administrator registered as the user responsible for maintaining and deploying the CloudSET Services, the Purchase tab (2) will be made available for selection, within which all CloudSET subscription and billing details are presented (3).
Select the required CloudSET Capabilities, Services and Support
Select each of the CloudSET capabilities and support services you wish to purchase (1).
Note: Full details of all capabilities and what is included in each selection can be found on the CloudSET web site and in the subsequent sections of this manual.
As each selection is made the one-off purchasing costs of the corresponding items (2) is displayed in the right panel of the form, along with any recurring monthly or annual costs for the purchase of capabilities and support services (3).
One-off costs will be billed and invoiced once as soon as the order has been processed and all recurring costs will be invoiced at the end of each month while the service is still in use.
Note: the recurring costs and associated capabilities/services can be canceled at any time (see Canceling or Changing a Recurring Cost Subscription below).
Select the Purchase button (4) to commit to the purchase of all selected capabilities and support services.
*Note: if when registering to use CloudSET the selected billing option was to pay via credit card it won't be possible to make purchases until a valid card details have been entered (see Supplying or Updating your Billing Information below) .
Notice that once the purchases have been committed the capabilities associated with a one-off cost (1) have been made unavailable for de-selection and the totals for one-off purchases (2) have been reset pending any additional purchases.
However, the capabilities and support services involving recurring costs remain available for de-selection to allow the possibility to cancel them at some point in the future.
Purchasing Implementation and Support Services
If you have discussed and agreed the need for Coherence Design consulting services to help with the implementation and/or customization of your Zendesk Help Desk, then these services can be purchased by the hour using this facility (1), each of which incurs a one-off cost to be billed and invoiced as soon as the order has been processed (2).
If you wish to increase or decrease the level of ongoing support for the use of your CloudSET Services, then this can also be invoked using this facility (3), the cost of which will be reflected in your monthly or annual recurring bill (4) - (see also Canceling or Changing a Recurring Cost Subscription below).
Note: Full details of what is included and a comparison between each level of support can be found on the Coherence Design website.
Select the Purchase button (5) to commit to the purchase of all selected implementation and support services.
Supplying or Updating your Billing Information
If when registering to use CloudSET the selected billing option was to pay via monthly or annual invoice it will be necessary to make all adjustments to your billing details via the CloudSET registration form (see Updating the CloudSET Registration Details).
However, if the chosen billing option is to pay via credit card it will be necessary to add details of a valid card before the purchasing options can be submitted.
Select the Add Card link (1) in the ACCOUNT panel to bring up the New Credit Card Details form (2).
Enter the details of a valid credit card and select the Add Card button (3) to save and register for use when purchasing the CloudSET capabilities and support services.
Canceling or Changing a Recurring Cost
At any time following registration and initial purchase of CloudSET capabilities and support services it is possible to add additional capabilities or support services or remove any that have previously been purchased.
It isn't possible to remove or cancel one-off cost capabilities (1) since these have already been billed and and paid for and there is no recurring cost adjustment to be made.
Select or deselect the capabilities (2) and support services (3) involving a recurring cost to calculate the new monthly or annual invoice total (4).
The new total (4) is the amount that will be invoiced at the start of the next billing cycle, i.e. the amount to be paid for next month or next year.
A separate invoice will be issued for the cost of any additional capabilities or support services on a pro rata basis for the portion of the billing month or year remaining.
However, refunds will not be issued for any capabilities or support services that are canceled during a billing cycle, but the associated costs will be removed from invoice for the next billing cycle.