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The outline below is the minimum setup required to satisfy required fields, but not a cohesive list of all available configuration.

Instructions

  1. Countries – you must configure at least one country, and a province/state if applicable

    1. Setup -> → Regional Settings -> → Countries

  2. Currency

    1. Setup -> → Users & Accounts -> → Owner -> → Financial Setting

  3. Optional: Currency Exchange (if you have more than one currency configured)

    1. Setup -> → Finance -> → Currency Exchange

  4. Payment Term

    1. Setup -> → Finance -> → Dunning Process -> → Payment Terms

  5. AR Term

    1. Setup -> → Finance -> → Dunning Process -> → AR Terms

  6. Optional: Email Template - – This configuration will be required if selecting email as your delivery mechanismyou will be sending invoices by email, sending dunning alerts to account billing contacts or emailing system users about system events (bill run has started, finished, etc.)

    1. Setup → Extensibility → Templates → Email

  7. Optional: Invoice Delivery – This configures the invoice template and the delivery mechanism (a sample template is included with a new installation)

    1. Setup -> → Finance -> → Invoice

  8. Optional: GL Codes - – While these are not explicitly required, they are almost always used

    1. Setup -> → Finance → Billing -> → GL Codes

  9. Bill Group

    1. Setup -> → Finance -> → Billing -> → Bill Group

  10. Optional: Class Type – required only when setting up usage based services

    1. Setup -> → Usage Rating -> → Rate Types -> → Class Type

  11. Optional: Classes – required only when setting up usage based services

    1. Setup -> → Usage Rating -> → Rate Types -> → Classes

  12. Optional: Rate Group – required only when setting up usage based services

    1. Setup -> → Usage Rating -> → Usage Rates -> → Groups

  13. Optional: Rates – required only when setting up usage based services

    1. Setup -> → Usage Rating -> → Usage Rates -> → Rates

  14. Optional: Rate Plan – required only when setting up usage based services

    1. Setup -> → Usage Rating -> → Usage Rates -> → Plans

  15. Optional: Base Bucket – required only when setting up usage based services

    1. Setup -> → Usage Rating -> → Buckets & Share Plans -> → Base Buckets

  16. Optional: Buckets – required only when setting up usage based services

    1. Setup -> → Usage Rating -> → Buckets & Share Plans -> → Usage Buckets

  17. Service Types

    1. Setup -> → Product Catalog -> → Services - > → Service Types

  18. Service Status

    1. Setup -> → Product Catalog -> → Services -> → Service Status

  19. Service Transitions - only required if you have more than one status

    1. Setup -> → Product Catalog -> → Services -> → Service Transitions

  20. Package Status

    1. Setup -> → Product Catalog -> → Packages -> → Package Status

Now we can configure catalog items:

  1. Service – You can add a non-recurring, recurring or recurring service with a usage bucket

    1. Setup -> → Product Catalog -> → Service

  2. Package – Add the services that you just configured, to your package

    1. Setup -> → Product Catalog -> → Package

  3. Package Frequency – Price out your catalog item(s)

    1. Setup -> → Product Catalog -> → Package -> → + on the Package to add the Package Frequency

Now we can create an account and “sell” them an item from the catalog:

  1. Account (an account will require at least one contact if you wish to deliver invoices, this is configured as required by default)

    1. Account -> → New

  2. Account Package (if you don’t already have the account open, search for it in the search bar)

    1. Account -> → Profile -> → Packages -> → + Account Package