| Table of Contents | ||||
|---|---|---|---|---|
|
Summary
This article describes the configuration and use of postpaid billing.
...
Setting up a Postpaid Package
| Info |
|---|
Note: if the package is already in use (added to accounts) you won't be able to switch it to a post paid package in the product catalog. |
Load the Setup page
Click on Packages
Click on the name of the package that you wish to convert to a postpaid package / add a new package
Under the Components heading click the Add button
Click on PostPaid
...
Load the account
On the Overview or Packages tab page click the Add button to add the postpaid package to the account
Select an Effective Date of the package (this will be displayed as the 'Start Date' when editing the package). This date will be used to determine when to bill the package
Disregard the bill now check box (this is not used when a package is postpaid, billing will occur when the package is billed by EngageIP or manually or canceled - the cancel process initiates a final billing process)
Click Save
...
Immediately With Prorated Transaction for postpaid, this will bill the package based on the number of days of rendered service. If you add a service on Jan 1 (today is the 13th), and you cancel the package today, the system will add a prorated debit transaction for the period of Jan 1 through Jan 12 for service used
Immediately With Full Transaction for Postpaid this will add a debit transaction for the full base fee of the package. If your package was a $30.00 monthly charge, the package was added on January 1, (today is the 13th) and you cancel the package with this option, a debit of the full $30.00 will be applied (the full package base fee)
Immediately With No Transaction In a postpaid scenario, this will cancel the package and apply NO charge to the customer. Billing will NOT occur
Period End for Postpaid, this will schedule the service to be canceled at period end and on that date, EngageIP will cancel the package, and apply a debit equal to the full base fee of the package
Specific Date with Prorated Transaction - for Postpaid, this will schedule the package to be canceled on a specific date, when that date is reached, EngageIP will calculate the debit based on the number of days the service was used for (between adding the service and the cancel date). The debit will be applied and invoice to the customer
Immediately With Prorated Transaction as of a Specific Date - for postpaid this will cancel the package immediately but use the 'specific date' to calculate the prorated refund (if the package has not billed yet) or charge (if the cancel date is beyond the next bill date of the package) as of. The cancellation date will be stamped as TODAY, not the specific date on which you selected. This is to reflect when the package was physically cancelled
Usage: when billing is triggered in these cases, any outstanding usage will be determined, billed and added as a debit transaction on the account along with the package charge. The usage charged will be all usage up to the date of cancelation.
...
Current Month is March, billing period is February, billing has occurred. If you want to cancel the account so that no charges for March are billed out during the April 1 bill run, cancel the account as of March 1st, OR cancel the account with no transaction. The account in this situation will not bill and no charges will be added. Charges applied by the billing service will stay for the February period and February period invoice
Current Month is March, billing period is February, billing has occurred. If you want to cancel the account and remove February transactions, cancel the account with as of March 1st (for accounts where Billday = 1, otherwise cancel the account as of their bill day so that the system does not think there are unbilled days since last billing). If you want to remove charges from the existing invoice, open the invoice (click the check box beside the invoice number on the invoices tab page and click the 'open' button below, then reverse the charges on the transactions tab page and then close the invoice (click check box beside open invoice on the invoices tab page and then click the 'close' button)
Current Month is March, billing has occurred. If for example your billing date is the 1st of the month, a One Time Service that is added in mid-month will prorate correctly. A One-Time Service to a monthly package, add a postpaid component on March 15th, 2013, uncheck Bill NOW. Run the Job Service and Event Service and then use Bill Account to bill for April 1st, 2013