Office of Financial and Administrative Services

Create a new customer account

Here's an example of using a checklist to help employees perform a task.

1. Create customer in billing

Under each checklist item, you can:

2. Create subscription in billing

You can include screenshots that give specific details

Or GIFs

3. Update billing information

Or you can include videos that are hosted on other platforms (e.g. YouTube, Wistia, Vimeo, etc.)

4. Connect billing and account

Or you can build out a table...

Column 1	Column 2
Value 1	Value 2

5. Send confirmation email

Or you can attach files...