This article outlines the basic configuration that needs to be setup in a fresh installation of LogiSense Billing. 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.
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Following this guide you will be able to configure the system to the point where you can:
Create products (packages)
Create accounts
Add the package to the account, bill it and generate an invoice
Actions which you do not need to perform/do not need to perform immediately are noted as ‘Optional’ below.
This guide contains the minimum configuration steps required to setup the system, it is not a comprehensive list of all available configurations.
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Countries UI Location: Setup → Regional Setting → Countries
Required: Accounts cannot be created without countries and states defined.
Countries and States are required when populating an address, such as an address on an account contact (e.g. address of an account’s billing contact.At least one country must be configured, and a province/state if applicableaccount’s billing contact.
Regional Setting Configuration Example
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Financial Settings: Setup → Users & Accounts → Owners → Financial Setting
Financial settings cover the currencies you can configure on the packages (products) you sell, the currencies that can be configured on accounts and other settings such as setting the fiscal year for your organizationRequired: if you wish to change the default currency or delete currencies configured you must do so before the currencies are in use (configured on a package, on exchange rates or an account). Once currencies are in use they cannot be deleted and the default currency cannot be modified.
Financial Settings Configuration Example
Password Policy: Setup→ Users & Accounts → Owners → Password Policy
Optional: system defaults are provided.
Password policy settings govern the password requirements (length, characters permitted) for users that log into the LogiSense Billing application. These settings include details such as how long accounts are locked out after entering multiple incorrect passwords, how often passwords need to be reset and morethe password requirements for users that log into the LogiSense Billing application.
Password Policy Configuration Example
Branding: Setup→ Users & Accounts → Owners → Branding
Branding settings allow you to modify the logos that appear when users log into the LogiSense Billing application. This step is not critical to getting the system configured and can be performed at a later time if desiredOptional: branding settings change the logos displayed within the LogiSense Billing Application.
Branding Configuration Example
Automatic Naming: Setup→ Users & Accounts → Owners → Automatic Naming
Optional: Automatic naming schemes are useful when migrating from another billing system. allows you to define Invoice numbers and/or credit note numbers can be setup to resume from the last invoice number or credit note number issued in the previous billing system. This step is not critical to getting the system configured and can be performed at a later time if desired.
Automatic Naming Configuration Example
Locales: Setup→ Users & Accounts → Owners → Locales
Optional: Locales allow you to define translations for product names in multiple languages. Locales are attached to invoice templates so that the translations are presented on the invoice when it is sent to an account billing contact. This step is not critical to getting the system configured and can be performed at a later time if desired.
Payment Types: Setup→ Users & Accounts → Owners → Payment Types
Optional: Payment types are the methods that an account is permitted to use to make payments (credit cards, ACH, etc.). The payment methods that a payment gateway supports will be automatically populated when the gateway is configured in LogiSense Billing, you do not need to manually add them.If you wish to add offline payment methods (used simply to record payments on accounts) you can do so from this screen. This step is not critical to getting the system configured and can be performed at a later time if desiredLogiSense Billing, you do not need to manually add them.
Payment Types Configuration Example
Payment Gateways: Setup→ Users & Accounts → Owners → Payment Gateways
Optional: Payment Gateways are used to process manual and automatic payments for the payment types that the gateway supports (credit cards, ACH).
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SMTP Settings: Setup → Extensibility → SMTP Settings
Optional: SMTP settings are required to send emails to users of the system as well as account contacts.
For LogiSense Billing system users these include emails to new users so that they can setup their password, reset password emails and emails for other notifications that can be configured (e.g. email notification that a system event has occurred, such as a bill run starting or finishing).
For account contacts emails can be sent in order to deliver an invoice or on certain events that you configure (e.g. an email sent out to an account billing contact when payment is overdue)used to send emails to users of the system as well as account contacts. If SMTP Settings are not configured new system users will be unable receive the email that allows them to setup their password. This step does not need to be performed initially but must be performed before system users are setup.
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Role Groups: Setup → Users & Accounts → Users → Role Groups
Optional: Role Groups allow you to define specific screen permissions that can be configured on roles in the LogiSense Billing application. Roles are then assigned to users to determine what the user can see and do in the system.
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Roles: Setup → Users & Accounts → Users → Roles
Optional: Roles are assigned one or more role groups to determine the permissions that a role is granted. Once roles are set up they can be assigned to users in order to impart the needed permissions to that user.
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Users: Setup → Users & Accounts → Users → Users
Optional: Users can log into the LogiSense billing system and access screens/features of the system based on the role they are configured with
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Account Types: Setup → Users & Accounts → Accounts → Account Types
Required: Account types are used to classify accounts (partner, enterprise, etc.). An account type is selected during account creation but it can be changed after the account has been created if need be (on the Account > Overview > Settings > account screen)required to create accounts.
Account Types Configuration Example
Account Status Types: Setup → Users & Accounts → Accounts → Account Status Types
Required: Account status types allow you to define what statuses an account can be in (Pre-Active, Active, Suspended, etc.). At least one Account Status Type is required to create accounts.
Account Status Types Configuration Example
Contact Types: Setup → Users & Accounts → Accounts → Contact Types
Optional: Contact types are setup in order to configure certain types of contacts on accounts (a billing contact, administrative contact, site contact, etc.). Contact types contain contact points which are configured to store contact related data (email addresses, physical addresses, phone numbers, text, etc.).
Contacts are important depending on what system functionality you are using. E.g. if you are emailing invoices then you will need a billing contact on an account with a valid email address. If you are applying taxes to charges you will need a service or billing contact on an account so that the contact’s physical address can be used to determine which taxes apply to the charge.
Contact Types Configuration Example
6 - Configure Currency Exchange Settings
Currency Exchange: Setup → Finance → Currency Exchange
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 when billing.
Currency Exchange Configuration Example
7 - Configure Templates and Invoice Delivery Settings
Email Template: Setup → Extensibility → Templates → Email
Email templates are used to notify account contacts and users when system events such as dunning, billing and invoicing activities occur (e.g. an email sent when payment is overdue). Email templates can be configured with variables to provide dynamic data in email messages (e.g. a contact's name, account id, account balance, etc.).
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.contact on an account so that the contact’s physical address can be used to determine which taxes apply to the charge.
Contact Types Configuration Example
6 - Configure Currency Exchange Settings
Currency Exchange: Setup → Finance → Currency Exchange
Required: Currency Exchanges 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 when billing.
Currency Exchange Configuration Example
7 - Configure Templates and Invoice Delivery Settings
Email Template: Setup → Extensibility → Templates → Email
Optional: Email templates are used to notify account contacts and users when system events such as dunning, billing and invoicing activities occur (e.g. an email sent when payment is overdue).
Dunning/Payment Overdue Email Template Example
Invoice Template: Setup → Extensibility → Templates → Templates
Optional: 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 Note templates.
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Invoice Delivery: Setup → Finance → Invoicing
Required: Invoice delivery defines how invoices are sent (via email or offline) and which invoice template to use. Invoice delivery settings are attached to bill groups to define how to invoice the accounts under the bill group (e.g. email deliver invoices to the ‘corporate’ bill group and use the invoice template ‘corporate’).
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Bill Groups: Setup → Finance → Billing → Bill Group
Required: 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.
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Bill Runs: Setup → Finance → Billing → Bill Runs
Optional: Bill runs are configured to bill accounts. The They can also trigger invoicing and payment collection actions and execution of contract and accounts receivable terms (dunning rules). Bill runs are associated with bill groups in order to specify which accounts to bill when the bill run is triggeredcan be configured at a later time if desired (e.g. when you have created an account and are ready to bill it).
Bill Run Configuration Example
GL Codes: Setup → Finance → Billing → GL Codes
Optional: 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.
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9 - Configure Usage Billing Elements (Optional)
Optional: If you are not charging for or providing usage with your offering and only billing using a subscription model you can skip this section.
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Service Types: Setup → Product Catalog → Services → Service Types
Required: Service types provide a means to categorize services within the system. Services cannot be configured without first configuring service types.
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Service Status: Setup → Product Catalog → Services → Service Status
Required: 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.
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Service Transitions: Setup → Product Catalog → Services → Service Transitions
Optional: 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. are setup to permit charges to be applied when a service is switched from one status to another (e.g. an activation fee). Service transitions only need to be setup if you are charging wish to charge fees when a service transitions from one status to another.
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Service: Setup → Product Catalog → Service
Required: 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.
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Package Status: Setup → Product Catalog → Packages → Package Status
Required: 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.
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Package: Setup → Product Catalog → Package
Required: Packages are containers for services which have prices services associated with them . E(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: Setup → Product Catalog → Package → 
on the Package to add the Package Frequency
Required: Package frequencies allow you to configure packages with as many billing frequencies as you require (monthly, quarterly, annually, etc.). Recurring, one-time and tiered prices are configured on services and service transitions that are setup on package frequenciesService pricing and other charges are also defined at the package frequency level.
Package and Package Frequency Configuration Example
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Payment Terms: Setup → Finance → Dunning Process → Payment Terms
Required: Payment terms allow you to define how invoice due dates are set and are required in order to setup accounts receivable terms (AR terms).
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Dunning Rules: Setup → Finance → Dunning Process → Dunning Rules
Optional: Dunning rules allow you to define the events which are triggered when account invoices become overdue . Available options include sending (send emails, applying fees and changing account statusesapply fees, suspend an account). Dunning rules execute during bill runs, but only if the 'Run Dunning Process' setting is enabled on the bill run.
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AR Terms: Setup → Finance → Dunning Process → AR Terms
Required: Accounts receivable terms determine when payment is due (using configured payment terms) and what actions are executed when payment has not been received (using dunning rules). AR Terms are required in order to configure create accounts.
Accounts Receivable Configuration Example
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New Account: Account → New
Required: Accounts typically represent customers or partners. Accounts contain contacts, packages, invoices and other account/billing specific settings and information.
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Creating Child Accounts (Optional): Account → Account Tree Icon → account
Optional: Child accounts are created under a parent account and by default will be configured to roll up invoice subscription charges and usage charges to their parent account (although a child account can be setup to receive its own invoice if desired).
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Add Package: Account → Profile → Packages → Account Package
Required: Packages are products/offerings that are added to accounts and billed. When you add a package to an account it will indicate when it will next be billed by showing a ‘Next Bill Date’ value.
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Bill Account: Account → Profile → Packages → Bill Account
Required: On the packages screen there is an option to bill packages (theaction button). This will allow you to bill the account package added in the step above. Provided the bill run date range is configured to bill over the package’s ‘Next Bill Date’ and the options on the bill run are set to bill packages, run invoices and render invoices. If you have not yet configured a bill run see the Bill Run Configuration Example.