How to create a demo account for a client whose billing has been deactivated?

How to create a demo account for a client whose billing has been deactivated?

⚡Quick answer -

A demo account for an existing client can be created through the accounts panel.
1. Go to the accounts panel
2. In billing accounts search, search for the client's existing account by applying filter such as BAN, contact person email, etc.
3. Click on contacts under actions.
4. Over here, we would see New demo option.
5. Create a demo for the desired account

    • Related Articles

    • Can the service account stay active if the client’s billing account is inactive?

      ⚡Quick answer - No—the two will sync automatically. • If the client fails to renew within 7 days of the due date, the service status turns Inactive. • The same happens if current usage exceeds the credit limit. • Once the number is released ...

    • Can a client request to change the billing state of Voicetree Technologies?

      ⚡Quick answer - • A billing-state change is allowed only for SMS and OBD payments—and only after prior approval from the Finance Team. • When raising any SMS/OBD request, the agent must clearly state the desired billing state in the ticket’s ...

    • Can my Heyo account be suspended or permanently deactivated?

      ⚡Quick answer - Yes. • Suspension = a temporary block caused by policy violations (e.g., cold calling, spamming, no consent) or payment issues (expired subscription, missed payments). • De-activation (manual deletion) = a permanent, user-initiated ...

    • What should an agent do when a client pays for a suspended account?

      ⚡Quick answer Send an email to accounts@myoperator.co with the payment details and urgency, then advise the client to use a payment gateway for any future emergency payments (it reflects immediately; NEFT/RTGS can take hours). When should I use this ...

    • Why was the client’s payment declined?

      ⚡Quick answer - Possible reasons the payment failed • Low funds in the customer’s bank account • Wrong banking credentials entered • A system-side glitch affecting the payment link or the automatic-settlement workflow Next steps to resolve it Email ...