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When moving data from another system to EngageIP, often you will want to import existing debit or credit balances for historical purposes. The correct procedure would be to import a debit or credit as shown above, and then close the invoice and mark it as delivered. Its suggested that you create a service called 'Opening Balance' to be used to tag to the amount imported for reporting purposes. The balance of the created invoice will then move forward onto the 'real' invoices as a previous balance whether credit or debit.
Create 'Opening Balance' service
Add a transaction to a user (via import or manually)
Enter the amount of the existing balance (add transaction for debit balance, add credit for a credit balance)
Select the service as 'Opening Balance'
Add date as required
A new invoice will be generated if one does not already exist on the account, close this invoice
Mark invoice as printed. Check the box beside the invoice and click 'Printed'. This will ensure the invoice does not get sent to the customer.
Importing Account Payments
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Discount Type | Type of the discount | Fixed | Price | Percent |
Amount | Value of the discount | 29.99 or 30 |
User | User to which the discount should be applied | bsmith |
UserPackage | Package to which the discount should be applied | Monthly DialUp |
UserService | Service to which the discount should be applied | Dialup |
Importing User Package ServicesSetup Tab / Package Services
Attach services to packages in EngageIP
Code Block language xml <?xml version="1.0"?> <PackageServices> <PackageService Package="Annual DSL" Service="Setup" Owner="Quality_Assurance"/> <PackageService Package="Annual DSL" Service="DSL" Owner="Quality_Assurance"/> <PackageService Package="Monthly DialUp" Service="DialUp" Owner="Quality_Assurance"/> <PackageService Package="PackageAttribute" Service="DialUp" Owner="Quality_Assurance"/> <PackageService Package="VOIP" Service="VOIP" Owner="Quality_Assurance" /> </PackageServices>
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