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EngageIP Event Service
EngageIP Job Service
EngageIP Rating Service
Using 'Bill Account' to bill usage:
User account with usage assigned in UDRBiller record
An associated package to bill along with the usage which is active
UDRBiller record "periodend" must be equal to or less than the end date on the selected bill run range
Using a bill run to bill usage:
User account with usage assigned in UDRBiller record
UDRBiller record "periodend" must be equal to or less than the end date on the selected bill run range
'Bill Usage' must be checked on the bill run NOTE: An active package is NOT required to allow usage to bill out here
Account must be ACTIVE - Canceled accounts will not be picked up by the bill run except where Owner type is 'Bill Owner'. If you want not to bill cancelled User Usage (once the account is canceled), then that user’s Owner must have OwnerParentAccountBillingType = Bill Accounts OR Bill Accounts Using Invoicer Taxes OR Owner of that user must be in Cancelled State
Usage Bills out on Package Cancel
Cancelling the LAST package (with full transaction or prorated) on a Users account will trigger usage to bill out that exist at time of cancelation (all unbilled UDRBillers will be billed out, back dated or future dated). Also, if a package is canceled on a users account where more packages are active but the ‘Invoicer’ of the account has NO PACKAGES, it will also trigger usage to bill out. Not the reference to Invoicer, not ‘Usage Invoicer’. Changes to the logic will come in 9.3.8 where it will require ALL packages on the user or the invoicer to be canceled prior to triggering usage to bill out
Cancelling the user account (with full transaction or prorated) which has an active package on it will bill out the existing usage (if periodend less than NOW, future dated UDRBillers will not bill out)
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Usage billing prior to EngageIP 8.6.0 used one of two methods:
A synchronized usage billing approach where usage was billed at the same time that user-packages were billed via a bill run
A periodic usage billing approach where usage was billed on a set schedule (e.g. every 5 days, on the 15th of the month, etc.). An Account component called 'Usage Billing Type' dictated how frequently usage would be billed and a bill usage only bill run was used to bill usage on the set frequency
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As of EngageIP 8.6.0 usage billing is controlled by a new account component called 'Usage Billing Frequency', shown below: |
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When the Usage Billing Type/Usage Billing Frequency component is present on an account usage billing will occur as follows:
Usage billing is triggered (via a bill run or the Tools > 'Bill Account' option)
Billing will check the 'Usage Next Bill Date' value on the usage billing component. If that date matches a date within the billing range usage that has not been billed to date will be billed
Note: when billing via Tools > Bill Account usage will not be billed if the user-package the usage relates to is not also billedIf an invoice doesn't exist a new invoice will be created with the usage charges on it
The usage billing component -> usage next bill date will be updated according to the usage billing frequency it is configured to follow (e.g. if set to bill usage every '5' days the date will be incremented by five days)
Note: when billing via Tools > Bill Account the usage next bill date will not be updated if no usage charges are applied
When billing is fired again the usage next bill date or the account bill day (whichever comes first) will be evaluated and any un-billed usage will again be billed as the steps above have outlined.
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The steps below detail how to configure usage billing frequencies under an owner in EngageIP (or usage billing types for older EngageIP versions). The frequencies you setup are selectable when editing a usage billing frequency/type account component on an account (i.e. at an account/user level you can only set an account to bill every 10 days if you have setup a '10 days' usage billing frequency on the setup page). To add a new usage billing frequency:
Go to the Setup page on your owner
Click Usage Billing Frequency (or 'Usage Billing Type' for older versions of EngageIP)
Click Add
Enter a Name to describe the usage billing frequency you are setting up ('every 5 days', 'on the 21st', etc.)
Enter the Number of days the billing frequency will occur on or the day of the month you would like to bill usage on (how the number value is used depends on the Usage Billing Frequency Type you select below)
Select the Usage Billing Frequency Type (works with the 'Number' field value above):
Days - set usage billing to occur every X number of days
OnBillDay - set usage billing to occur on the account's bill day
OnDate - set usage billing to occur on a specific day of the month
Click Save
Setting a Usage Billing Frequency on a Bill Group
This option allows you to define a default usage billing configuration for all accounts that are added to a bill group. When a new account is setup the system will automatically add a usage billing component on the account according to usage component you have specified in the bill group configuration. The usage billing component configuration can still be edited on the account if needed, it is not locked/synced to the bill group configuration.
Load the Setup page
Click Bill Groups
Click on the Name of the Bill Group you wish to configure
Click on the Usage Billing Frequency dropdown field (or Usage Billing Type in older versions) and select the type you created as per the instructions above. Any new users setup with this bill group will now inherit the usage billing type you have configured
Usage Billing Frequency Account Configuration (EngageIP 8.6.0+)
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To change the usage next date or recurring usage billing frequency on an account:
Load the account you would like to configure
In the upper right under Components click on the Usage Billing Frequency text
To change the date when usage is next billed simply edit the Usage Next Bill Date
To modify the frequency which usage is billed on going forward select another option in the Usage Billing Frequency field
Click Save
Updates to the usage billing frequency setting will be handled by a job in EngageIP. The following message will appear to let you know the change will occur after the job completes.
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This option allows you to specify at the user level how to bill usage.
Load the account you would like to configure
On the Overview page under Components click Add
Select Usage Billing Type
Specify the Usage Next Bill Date that usage should start billing on (likely the same as bill day)
Select the Usage Billing Type that you created as per the instructions above
Click Save
Usage Bill Run Configuration
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Performing a usage only bill run:
Note the 'Usage Next Bill Date' on the usage billing account component and determine the period range of usage that you would like to bill for (e.g. Nov 15th to Nov 30th. The UDR History report for the user can be of use in determining the period)
Load the Setup page
Click on Bill Runs
Click on the existing Bill Run or the Usage Bill Run if one exists
Set the Start billing at this / time date to less than now (i.e. yesterday)
Set the next dates (range) to encompass the 'usage next bill date'
EngageIP 8.6.0+
Uncheck all options except for Enabled and Bill Usage
Older EngageIP versions
Uncheck all other boxes except for Enabled and Bill Usage Only (you do NOT want 'Billing', Render Invoice or any of the other options selected)
Click Save on bill run
Ensure that the 'EngageIP Billing Service' is enabled on the webserver
Invoice Rendering, Closure and Delivery on Usage Bill Runs
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Verifying Usage is Billing
Load the AdminPortal
Load the Reports page
Click the Event Log for billing activities
Check the users invoice to confirm that usage was billed out (or check for usage transactions on the Transactions page)
Usage Credits
For instructions on how to issue credits for usage (UDR Records) see the Managing Transactions article.
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