This article outlines the basic configuration that needs to be setup in a fresh installation of LogiSense Billing v10.x. There are a few prerequisites that need to be set up before you can create your first product (package with services in the product catalog) and then “assign” or sell that package to a customer. The steps below also contain the minimum configuration to include usage based services in your catalog.
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Base System Configuration Process
1 - Setup Countries and States/Provinces
Countries UI Location: Setup → Regional Settings → Countries
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At least one country must be configured, and a province/state if applicable.
2 - Setup Currencies
Currencies UI Location: Setup → Users & Accounts → Owner → Financial Setting
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Currency Exchange is an optional configuration which permits you to define currency exchange rates when you have more than once currency configured.
3 - Setup Accounts Receivable Terms
Payment Terms UI Location: Setup → Finance → Dunning Process → Payment Terms
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AR Terms are required to configure accounts.
4 - Setup Email and Invoice Templates (Optional)
Email Template UI Location: Setup → Extensibility → Templates → Email
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Invoice delivery defines how invoices are sent (via email, offline)
5 - Setup General Ledger Codes (Optional)
GL Codes UI Location: Setup → Finance → Billing → GL Codes
GL Codes can be associated with services (charges) as well as tax rates. If you do not use GL Codes you can skip this configuration step.
6 - Setup Bill Groups
Bill Groups UI Location: Setup → Finance → Billing → Bill Group
Bill Groups define how accounts are billed. In order to setup an account in the system you must have a bill group to assign to the account.
7 - Setup Usage Billing Elements (Optional)
Class Type UI Location: Setup → Usage Rating → Rate Types → Class Type
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Usage buckets are attached to services and other entities in order to provide included usage and usage tiers.
8 - Setup the Product Catalog
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Service Types UI Location: Setup → Product Catalog → Services → Service Types
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At this point a package can be added to an account (sold).
9 - Create an Account
New Account UI Location: Account → New
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An account will require at least one contact if you wish to deliver invoices. By default the system will require that you add a billing contact to an account (but this requirement can be disabled).
10 - Add a Package to the Account
Add Package UI Location: Account → Profile → Packages → + Account Package
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