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Billing performance improvementsX
Payment Collection Bill Runs
Payments can be collected using a bill run without the need to generate an invoice during the bill run
The Bill Run Collection Type of ‘Invoice Balance’ has been changed to to ‘Account Balance Due’ to support this feature. Payment collection will be the balance of invoices which have a due date less than or equal to the current date
Only accounts setup to Auto-Pay will be applicable to payment collection bill runs
If the payment collection Bill Run Collection Type is set to ‘Account Balance’ then the full balance of the account is collected as a payment, regardless of the due dates set on the invoices on the account
B
Bill Account Improvements
T
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Price Plans
Added start and end dates to price plans to support time period specific pricing. The end date can be left unpopulated to provide an open ended price plan
Multiple price plans can be created on an account provided only one price plan is active at a time
Price plans can be future dated so the changes to prices can effectively be automated
Added a price plan setting that allows child accounts to inherit price plan pricing when enabled
Added a ‘Pricing inherited from’ detail at the bottom of the Account Package screen to indicate what price plan the account is currently using
Added an indicator beside the pricing source message on the Account Package screen to indicate when a Product Code is no longer valid
Invoicing and Template Enhancements:
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U:
A
Enhancements and Fixes
VMany AdminPortal and API validation improvements and fixes
Many AdminPortal and API error handling and error messaging improvements
Security enhancements
10.3.0 API Changes
v5 note / deprecated versions note
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