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Owners are configured in Setup / Users & Accounts / Owners / Configuration |
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The information in this panel reflects the sub-menu settings you have selected. From here you can modify owner settings (note: fields with a red left border are required, fields with purple text are read-only and cannot be modified).
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These settings define login restrictions applicable to users who log in to the LogiSense Billing application user interface (a.k.a. the AdminPortal). The settings presented are explained below.
Password Expiry: how frequently the user's password will expire (e.g. every 3 months)
Reset Period Length: how long the user will remain locked out once they have reached the 'Max Failed Sequential Logins'
History Length: how long previously used passwords will be remembered. This prevents password reuse within the time frame specified
Max Failed Sequential Logins: the number of login attempts before the user is locked out. Once the 'Reset Period Length' has been reached they the user will be able to attempt additional logins
Minimum Length: the minimum number of characters the password can be set to
Apply Password Blacklist: allows you to restrict specific passwords from being set on a user by utilizing the BlackListed Passwords list (this list is configured under the Operations menu / Password Blacklist screen)
Only Allow Specified Characters: restrict the password to only the characters listed in the Valid Characters, Valid Numbers and Valid Symbols fields
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Dynamic Usage Class: enables the advanced dynamic usage classes feature. For more information see the Dynamic Usage Classes screen help
Rule Variable: specifies the custom field list to use when configuring a dynamic usage class. For more information see the Dynamic Usage Classes screen help
Amount Precision: specifies the number of digits to round the rated amount to after the decimal place
Amount Rounding Type: this value is referenced if the Amount Rounding Type is not set on the Rate Group. If the Rounding Type is not set on the Rate Group nor the Owner (e.g. after system upgrade to version 10.3 or higher) then the rounding behavior will default to Half Up‘Half Up’
Rate Plan: an owner level rate plan that can be used to rate usage if a rate plan is not found at a lower level (account level, account-package level, etc.)
Late Usage Rating Threshold: Allows back-dated usage on cancelled account-services to be processed for a period up to 365 days. Usage records for past periods that come in after an account has been issued its final bill will be rated if the usage dates in the records fall within the set threshold (e.g. if the threshold is set to 30 days and a usage record is received with usage dated for 25 days prior to service cancellation, the usage will be processed). Any usage that comes in beyond the specified threshold value will go into exception (specifically, the “Usage Final Billed” exception type). Back-dated usage that falls within the set threshold will be processed and rated as though it came in during the billing period that the record’s usage dates fall within. Usage will be mediated, rated and bucketed based on any buckets attached to/used by the account-service in the specific billing period. A daily aggregate record will also be created that billing can pick up and bill
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These settings allow you to configure custom invoice and credit note numbering schemes. For each, we support a prefix, a start, and a minimum length.
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Notice: configuring the settings below after invoices/credit notes have been created within the system can cause overlapping of invoice/credit note numbers. Typically automatic naming settings should be configured before any invoices or credit notes are generated on accounts. |
Prefix: static text that precedes your invoice numbers (e.g. Invoice 1 is named LB-1). For example, if the prefix was set to “LB-” and the invoice number generated was '1' then the invoice would be named LB-1
Start: the number you want to start your invoice numbers with. If you used a previous billing system and it ended invoicing at invoice number '12345', then you set this value to 12346 to continue numbering invoices in sequence
Minimum Length: sets a minimum length for all invoice numbers. This setting is used if you want a constant spacing for invoice numbers. Leading zeroes will be used to set the invoice number length to this minimum value. A minimum length of '5' would format invoice number 1 as '00001'
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From this panel you can view the payment types that are currently setup. When a payment gateway is configured the payment types it supports will automatically be populated on this tab (Visa, Mastercard, ACH, etc.). Each payment type listed on this tab will indicate which payment gateway it goes through, or list no gateway at all if the payment type is strictly used to record payments on an account and does not go through a gateway.
On the payment types tab you can also add manual/offline payment types by clicking the 
icon. These As mentioned above, these manually added payment types can be used to record payments on accounts but will not go through a payment gateway.
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The Customer Portal is a new feature in LogiSense Billing version 10.3. The Customer Portal tab will not appear in older versions. |
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Enable Customer Portal: disabled by default, this setting allows you to activate the customer portal and once enabled, adjust portal settings
Large Logo: the logo that appears at the top left corner of the portal when the browser width exceeds 1280 pixels. When uploading a large logo the image must be no larger than 1 MB in size, at least 200x100 pixels in dimension and in a png, jpeg or gif image format
Small Logo: the logo that appears at the top left corner of the portal when the browser width is equal to or below 1280 pixels wide. When uploading a small logo the image must be no larger than 1 MB in size, 80x80 pixels in dimension and in a png, jpeg or gif image format
Primary Color: the color of the left side menu in the customer portal. Defaults to black (#000000)
Secondary Color: the color used at the top of the customer portal. Defaults to blue (#0000FF)
Permission Setting:
Allow Payment Method Updates: when enabled the customer will be able to modify their existing payment method settings (e.g. update the expiry date of a credit card)
Allow Adding Payment Methods: when enabled the customer will be able to add new payment methods to their account in the customer portal
Allow Account Payments: when enabled the customer will be able to make payments in the portal, utilizing the payment gateway configuration setup in the LogiSense Billing application
Allow Product Cancellations: when enabled customers will be able to cancel packages in the portal