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  • Commission Type - when this component is added to a service you can specify a commission type to pay out to a sales agent (for example a commission type of 'hardware', 'one-time', etc.). To use commission type you must have the Commission Module enabled in EngageIP

  • Cost - this component does not affect billing, it is used as a reference tool to allow you to report on your cost of the service versus total revenue

  • General Ledger - this component allows you to attach your predefined general ledger (GL) codes to services for accounting purposes

  • Inclusive Taxes - causes taxes to be calculated within the set price of the service in question. This component is only functional in AvaTax integrated environments

  • Invoice Detail - this allows you to specify text that can be displayed on the invoice. Requires that your invoice template is configured to display this value

  • Invoice Group - this component adds a category name to the service so that the category name can be used in invoice XML (for example to sort this service under the category name on the invoice vs. the typical invoice section the service would be displayed in)

  • Prepaid - this component allows you to tag services as pre-paid as apposed to post-pay. This further enables you to set an expiry date on this service or allow customers to refill time allocated to the service

  • Profile Question - this component lets you add a profile question which can gather additional information about a particular service. These can either be questions about the customer signing up for the service, about the service or equipment associated with the service (asking for a MAC Address or a Security question response for example) or can be additional information that your organization wishes to collect

  • Provisioning - provisioning refers to the communication between the billing application and your servers within the field. For example, you may have to authenticate or pass information to a particular server in order for the service to be correctly allocated and billed for. This is done by indicating which server each service (if applicable) should provision to. When the service is added to an account, it will be configured to use the account’s username and password. If these values are changed at the account level, the provisioning service will also be updated to reflect the change

  • Service Tax Category - added to services to denote the type of tax applicable to the service

  • Tax Code - this component allows you to specify which tax code is applicable to the service (and corresponding the tax rates for the given code/region). If the Tax Code component is configured at the user level, this service level component will override it (but only for the service in question)

  • Tax Exempt - this component allows you to tag specific services for which taxes will not be applicable. However, if other services within a package are not tax exempt then applicable taxes will be applied to those services

  • Transaction Code - a transaction is considered to be any event that results in a monetary value being added or subtracted to an account. Every transaction can have a Transaction Code associated with it and each service can be assigned a specific transaction code

  • Workorder - Generates a workorder when the package the service resides in is added to an account. This feature is only available for environments that have the Workorder Module enabled

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