This his 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 product to an account. The steps below also contain the minimum configuration to include usage based services in your catalog.
...
Base System Configuration Process
1 - Setup Countries and States/Provinces
Countries UI Location: Setup → Regional Settings → Countries
...
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
...
Currency Exchanges permit you to define currency exchange rates when you have more than once currency configured. At least one currency exchange must be setup for bill runs to know what exchange rates to use.
3 - Setup SMTP Settings
SMTP Settings Location: Setup → Extensibility → SMTP Settings
...
For account contacts emails can be sent in order to deliver an invoice or on certain events that you configure (e.g. a welcome email sent to a billing contact when a new account is activated).
4 - Setup Accounts Receivable Terms
Payment Terms UI Location: Setup → Finance → Dunning Process → Payment Terms
...
AR Terms are required to configure accounts.
5 - Setup Email and Invoice Templates (Optional)
Email Template UI Location: Setup → Extensibility → Templates → Email
...
Invoice delivery defines how invoices are sent (via email, offline)
6 - 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.
7 - 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.
8 - Setup Usage Billing Elements (Optional)
Class Type UI Location: Setup → Usage Rating → Rate Types → Class Type
...
Usage buckets are attached to services and other entities in order to provide included usage and usage tiers.
9 - Setup the Product Catalog
Service Types UI Location: Setup → Product Catalog → Services → Service Types
...
At this point a package can be added to an account (sold).
1 - Create an Account
New Account UI Location: Account → New
...
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).
2 - Add a Package to the Account
Add Package UI Location: Account → Profile → Packages → + Account Package
...