New eFlorist site billing

🌼 New Site eFlorist Billing — Standard Operating Procedures


📘 About This SOP

This document explains step‑by‑step how to:

  • Set up billing for a new standard eFlorist site
  • Set up billing for a new custom website
  • Cancel or stop billing
  • Issue credits for active eFlorist accounts
  • Understand Lawson screen functions and service items

Your ability to complete Web Billing calls depends on your Lawson screen access.


📜 Billing Rules

Click to expand Billing Rules

🧾 Billing timing rules

  • If the shop has the website more than half the month, bill for the full month.
  • If the shop has the website less than half the month, do not bill for that month.

📂 Table of Contents

  • Overview of Program
  • Summary of Screens Used in Lawson
  • Service Items Needed for eFlorist Billing
  • Possible Service Items
  • Summary of New eFlorist Promos
  • Reinstatement Offers
  • Standard Website Billing
  • Custom Website Billing
  • Billing for Changes to Custom Websites

🧭 Overview of Program

Click to expand Overview

⭐ Primary billing screen

The main screen used for billing setup, credits, or cancellations is:

AF02.1 — Customer Profile Item Entry – Membership

📅 Important date rule

⚠️ Eff Stmt Date & Last Bill Date reflect the STATEMENT DATE, not the service month.

🖥️ Summary of Lawson Screens

Click to expand Screen List

Frequently used Lawson screens:

  • CT15.1 – Call Tracking Detail Update
  • AX01.1 – URL Email Setups
  • AX28.1 – Find A Florist Update Screen
  • AF02.2 – Customer Profile Item Entry – Technology
  • AF02.1 – Customer Profile Item Entry – Membership
  • AO50.1 / AO50.2 / AO51.1 – EZ Credit
  • BL20.1 – Invoice Entry
  • CO10‑1 – CO‑OP Participant Maintenance
  • CO61 – Customer Profile Item Entry – Membership

🧩 Service Items Required for eFlorist Billing

Click to expand Required Items

ALWAYS Required for Every eFlorist Website

Service Item
Description
Fee
EF‑BST
SEO Booster
$14.99
ES‑EFLST
eFlorist Indicator
No fee
WEB‑HOST
Hosting
$99 default

Required — Must choose ONE from each category

🟦 Transmission Fees (DOVE)

  • EF‑DOVE ($3.75)
  • EF‑DOVE0 (10%)
  • EF‑DOVE1 ($7.95)
  • EF‑DOVE10 ($10)
  • EF‑DOVE2 ($4.95)
  • EF‑DOVE3 ($5.45)

🟩 Fax Transmission Fees (FAX)

  • EF‑FAX ($3.75)
  • EF‑FAX0 (10%)
  • EF‑FAX1 ($7.95)
  • EF‑FAX10 ($10)
  • EF‑FAX2 ($4.95)
  • EF‑FAX3 ($5.45)
📌 Rule:

🌐 Possible Additional Service Items

Click to expand Possible Items

Includes:

  • URL‑REG (annual renewal)
  • URL‑REG2 through URL‑REG9
  • URL‑MULT (redirect fee)
  • WEB‑URLREG (registration)

New site promo credit items:

  • WEB‑HOSTC — $99 credit
  • WEB‑HOST4C — $49.50
  • WEB‑HOST5C — credit, 5‑year last‑bill date
  • WEB‑HOST4C — saves‑offer hosting credit

🎁 Summary of New eFlorist Promos

Click to expand Promo Details

12M100

  • 12 months full hosting credit
  • $10 per‑order fee for first 10 orders each month
  • Then → indefinite transition promo ($50 hosting / $4.95 per order)

12M9W

  • 9 months full hosting credit
  • Then → standard hosting & transmission fees

12M1250

  • 12 months of 50%‑off hosting
  • $3.75 transmission fee
  • Then → standard rates

10M24

  • 24 months full hosting
  • 10% per order
  • Then → standard program

📌 Rule:

If a shop cancels within 12 months, they are charged the $495 development fee.


🔄 Reinstatement Offers

Click to expand Reinstatement Offers

WB6 — Welcome Back Offer

  • 6 months at 50% off hosting
  • $3.75 per order
  • After 6 months → standard rates
  • Applies when reinstated within 6 months of cancellation

🧾 Standard Website Billing

Click to expand Standard Billing Process

Steps:

  1. Activate website
  1. Add main domain in AX01
  1. Open billing call (Queue 7000‑7000)

Example: 12M9W Promo

Notes in CT call must include:

  • 12M9W
  • WEB‑URLREG
  • Main domain name
  • Yelp/OSM/Review Manager (if applicable)

Adding Items in AF02.1

  • Enter A in FC column to add items
  • Enter C to change items
⚠️ Start Date Rule

Service Items for 12M9W promo:

  • EF‑BST
  • EF‑BSTC (3‑month credit)
  • EF‑YELP1
  • EF‑YELP1C (3‑month credit)
  • EF‑DOVE (start 10 months from now)
  • EF‑DOVE2 (end 9 months from now)
  • EF‑FAX (start 10 months from now)
  • EF‑FAX2 (end 9 months from now)
  • ES‑EFLST
  • URL‑REG (start 13 months from now)
  • WEB‑HOST
  • WEB‑HOSTC (end 9 months from now)
  • WEB‑URLREG

After setup → enter 7001 in Resolution field.


🛠️ Custom Website Billing

Click to expand Custom Website Billing

Custom websites use:

CUSTWEBDEV — Custom Website Development

Standard fee structure:

  • Total: $4000
  • Billed as: $500 × 8 months
  • Hosting fees typically unchanged
  • Transmission fees may vary

If the shop has never had a website → follow Standard Website Billing + CUSTWEBDEV instead of WEB‑DEV items.


🎨 Billing for Changes to Custom Websites

Click to expand Change‑Billing Rules

Post-launch changes:

  • $100 per hour
  • 1-hour minimum
  • Use AF02.2

Example:

If change took 1.5 hours → $150 billed in AF02.2.


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