--- title: "Creating a New Customer AdvancePay Activation Sale through POS Front Office" slug: "creating-a-new-customer-advancepay-activation-sale-through-pos-front-office" updated: 2026-08-10T20:17:03Z published: 2026-08-10T20:17:03Z canonical: "help.idibilling.com/creating-a-new-customer-advancepay-activation-sale-through-pos-front-office" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Creating a New Customer AdvancePay Activation Sale through POS Front Office 1. Select **Applications > POS Front Office > Make Sale**. 2. The Make Sale window is displayed. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/43805.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A05%3A08Z&se=2026-11-14T12%3A05%3A08Z&sr=c&sp=r&sig=jTvI6bJxbsCM1dSKqMWQeJGXVlXBDF02C1srnqblHRs%3D) 3. From the ***Find Catalog*** ***Item*** field, search for a phone to sell the customer or starting code. The POS Guided Assignment window is displayed. > [!NOTE] > Note: > > For the following screens, the details will vary. This example is based on the Catalog Item search for "new." 4. Select a phone to sell to the customer and enter the Equipment ID. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45744.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A05%3A08Z&se=2026-11-14T12%3A05%3A08Z&sr=c&sp=r&sig=jTvI6bJxbsCM1dSKqMWQeJGXVlXBDF02C1srnqblHRs%3D) 5. Click **Next**. The following Guided Assignment window is displayed. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45748.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A05%3A08Z&se=2026-11-14T12%3A05%3A08Z&sr=c&sp=r&sig=jTvI6bJxbsCM1dSKqMWQeJGXVlXBDF02C1srnqblHRs%3D) 6. Select a Plan and click **Next**. The AdvancePay Plan Guided Assignment window is displayed. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45746.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A05%3A08Z&se=2026-11-14T12%3A05%3A08Z&sr=c&sp=r&sig=jTvI6bJxbsCM1dSKqMWQeJGXVlXBDF02C1srnqblHRs%3D) 7. Select the appropriate AdvancePay Plan and click **Next**. The window is displayed for the selected plan. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45750.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A05%3A08Z&se=2026-11-14T12%3A05%3A08Z&sr=c&sp=r&sig=jTvI6bJxbsCM1dSKqMWQeJGXVlXBDF02C1srnqblHRs%3D) 8. Select the appropriate Price Points **Favorites** check box and enter a number in the Quantity field. Click **Next**. > [!NOTE] > Note: > > If the selected price point has a Related Items folder associated with it, another Guided Assignment flow begins when you click **Next**. Once this guided assignment flow is done, the first guided assignment flow continues. Adding Features to an AdvancePay Sale 1. From the POS Guided Assignment wizard, the features window is displayed during Make Sale. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45751.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A05%3A08Z&se=2026-11-14T12%3A05%3A08Z&sr=c&sp=r&sig=jTvI6bJxbsCM1dSKqMWQeJGXVlXBDF02C1srnqblHRs%3D) 2. Select the appropriate AdvancePay features and click **Next**. This displays the features details window. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45752.jpg?sv=2026-02-06&spr=https&st=2026-11-14T11%3A05%3A08Z&se=2026-11-14T12%3A05%3A08Z&sr=c&sp=r&sig=jTvI6bJxbsCM1dSKqMWQeJGXVlXBDF02C1srnqblHRs%3D) 3. Enter a **Quantity** and select the **Favorites** check box. Click **Next**. 4. The Service Option window is displayed. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/43814.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A05%3A08Z&se=2026-11-14T12%3A05%3A08Z&sr=c&sp=r&sig=jTvI6bJxbsCM1dSKqMWQeJGXVlXBDF02C1srnqblHRs%3D) 5. Select **Create a new service** and click **Next**. The following window displays. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/43815.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A05%3A08Z&se=2026-11-14T12%3A05%3A08Z&sr=c&sp=r&sig=jTvI6bJxbsCM1dSKqMWQeJGXVlXBDF02C1srnqblHRs%3D) 6. Click **Next**. The Make Sale Summary window displays. 7. Verify the information and click **Finish**. The Make Sale window displays. 8. Click **Complete Sale**. The [Auto Renewal](/v1/docs/about-auto-renewal) window displays. **(Show Picture)** ![AutoRenewals](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/61382.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A05%3A08Z&se=2026-11-14T12%3A05%3A08Z&sr=c&sp=r&sig=jTvI6bJxbsCM1dSKqMWQeJGXVlXBDF02C1srnqblHRs%3D) 9. Verify the Auto Renew information and check the appropriate check box. 10. Click **OK**. The Complete Sale window is displayed. 11. Select **Tender**. The Tender window is displayed. 12. Check **Credit Card**. The Credit Card Validation window is displayed. 13. Enter the appropriate information and check **Use for Recurring Billing** checkbox. 14. Click **Save**. 15. Click **Finalize** to complete the transaction. A confirmation window is displayed. 16. Click **Yes** to finalize the transaction. The Order is submitted and a confirmation dialog box is displayed when the order has been submitted. > [!NOTE] > Note: > > If you Edit an AdvancePay product on the Make Sale window and make changes to Price Points, the Guided Assignment for the new Price Point's Related Items is not presented. Also, any of the original related items of the Price Point (that is no longer part of the order) are not removed. See also: [Auto Renewing AdvancePay Services](/v1/docs/working-with-auto-renewal) [Disconnecting an AdvancePay Service](/v1/docs/disconnecting-an-advancepay-service) [Reconnecting an AdvancePay Service](/v1/docs/renewing-an-advancepay-service) [About Price Points](/v1/docs/about-price-points)