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2 - Setup Currencies
Currencies UI Location: Setup → Users & Accounts → Owners → Financial Setting
Currencies are required in order to set the currency of an account and also the currency on packages in the product catalog.
Currency Exchange UI Location: Setup → Finance → Currency Exchange
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3 - Setup SMTP Settings
SMTP Settings Location: Setup → Extensibility → SMTP Settings
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4 - Setup Accounts Receivable Terms
Payment Terms UI Location: Setup → Finance → Dunning Process → Payment Terms
AR Terms UI Location: Setup → Finance → Dunning Process → AR Terms
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5 - Setup Email and Invoice Templates (Optional)
Email Template UI Location: Setup → Extensibility → Templates → Email
Email templates are only required if you 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.).
Invoice Template UI Location: Setup → Extensibility → Templates → Templates
Invoice templates are only required if you will be generating invoices and sending them to account contacts (a sample template is included with a new installation, so this configuration does not need to be performed immediately). From the invoice template screen you can also create Credit Notes.
Invoice Delivery UI Location: Setup → Finance → Invoicing
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6 - Setup General Ledger Codes (Optional)
GL Codes UI Location: Setup → Finance → Billing → GL Codes
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7 - Setup Bill Groups
Bill Groups UI Location: Setup → Finance → Billing → Bill Group
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8 - Setup Bill Runs
Bill Runs UI Location: Setup → Finance → Billing → Bill Runs
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9 - Setup Usage Billing Elements (Optional)
Class Type UI Location: Setup → Usage Rating → Rate Types → Class Type
Class types are optional elements that allow you to categorize classes.
Classes UI Location: Setup → Usage Rating → Rate Types → Classes
Classes define the type of usage (e.g. data, sms, etc.)
Rate Group UI Location: Setup → Usage Rating → Usage Rates → Groups
Rate groups are used to contain one or more rates.
Rates UI Location: Setup → Usage Rating → Usage Rates → Rates
Rates define the charge for various types of usage.
Rate Plan UI Location: Setup → Usage Rating → Usage Rates → Plans
Rate plans can be attached to various entities in the system (accounts, packages, services, etc.) and contain the rates that are used to determine how to charge for usage.
Base Bucket UI Location: Setup → Usage Rating → Buckets & Share Plans → Base Buckets
Base buckets define the usage characteristics of buckets, such as the unit type that is being consumed (data, count, time).
Buckets UI Location: Setup → Usage Rating → Buckets & Share Plans → Usage Buckets
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10 - Setup the Product Catalog
Service Types UI Location: Setup → Product Catalog → Services → Service Types
Service types provide a means to categorize services within the system. Services cannot be configured without first configuring service types.
Service Status UI Location: Setup → Product Catalog → Services → Service Status
Service statuses are used to setup the service states you require, for instance 'Preactive', 'Active', 'Suspended'. Service Statuses are required in order to configure packages.
Service Transitions UI Location: Setup → Product Catalog → Services → Service Transitions
Service transitions define which statuses a service can transition to. For instance, a transition called 'Suspend' could be setup which enables the ability to switch from an active service status to a suspended service status. Service transitions only need to be setup if you are charging fees when a service transitions from one status to another.
Package Status UI Location: Setup → Product Catalog → Packages → Package Status
Service statuses are used to setup the service states you require, for instance 'Active', 'Suspended'. These statuses define if a package is billable or not, based on how you configure them. A package status must be specified in order to add a package to an account.
Service UI Location: Setup → Product Catalog → Service
Services are chargeable elements in the system (for instance an access service, device, license, etc.). Services represent the individual line items that when bundled together as a package become the offering that is sold and added to accounts. Services are required to setup packages.
Package UI Location: Setup → Product Catalog → Package
Packages are containers for services which have prices associated with them. E.g. a package could contain 'Monthly Service A' with a $50.00 price and 'Monthly Service B' with a $25.00 price resulting in a monthly package charge of $75.00. Services by themselves cannot be added to an account directly, they are always contained in a package.
Package Frequency UI Location: Setup → Product Catalog → Package → + on the Package to add the Package Frequency
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1 - Create an Account
New Account UI Location: Account → New
Accounts typically represent customers or partners. Accounts contain contacts, packages, invoices and other account/billing specific settings and information.
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2 - Add a Package to the Account
Add Package UI Location: Account → Profile → Packages → + Account Package
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1 - Bill a Package on an Account
Bill Account UI Location: Account → Profile → Packages → $ Bill Account
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2 - View the Invoice Generated by the Bill Run
Invoices UI Location: Account → Billing → Invoices
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