Quick Start Steps

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 Package with Services in the Product Catalog and then “assign” or sell it to a customer. The steps below also contain the minimum configuration to include usage based services in your catalog.

Instructions

1. Countries – you must configure at least one country, and a province/state if applicable

   1. Setup -> Regional Settings -> Countries

2. Currency

   1. Setup -> Users & Accounts -> Owner -> Financial Setting

3. Currency Exchange (if you have more than one currency configured)

   1. Setup -> Finance -> Currency Exchange

4. Payment Term

   1. Setup -> Finance -> Dunning Process -> Payment Terms

5. AR Term

   1. Setup -> Finance -> Dunning Process -> AR Terms

6. Email Template - This configuration will be required if selecting email as your delivery mechanism

   1. Setup → Extensibility → Templates → Email

7. Invoice Delivery – This configures the invoice template and the delivery mechanism (a sample template is included with a new installation)

   1. Setup -> Finance -> Invoice

8. GL Codes - While these are not explicitly required, they are almost always used

   1. Setup -> Finance → Billing -> GL Codes

9. Bill Group

   1. Setup -> Finance -> Billing -> Bill Group

10. Class Type

    1. Setup -> Usage Rating -> Rate Types -> Class Type

11. Classes

    1. Setup -> Usage Rating -> Rate Types -> Classes

12. Rate Group

    1. Setup -> Usage Rating -> Usage Rates -> Groups

13. Rates

    1. Setup -> Usage Rating -> Usage Rates -> Rates

14. Rate Plan

    1. Setup -> Usage Rating -> Usage Rates -> Plans

15. Base Bucket

    1. Setup -> Usage Rating -> Buckets & Share Plans -> Base Buckets

16. Buckets

    1. Setup -> Usage Rating -> Buckets & Share Plans -> Usage Buckets

17. Service Types

    1. Setup -> Product Catalog -> Services - > Service Types

18. Service Status

    1. Setup -> Product Catalog -> Services -> Service Status

19. Service Transitions - only required if you have more than one status

    1. Setup -> Product Catalog -> Services -> Service Transitions

20. Package Status

    1. Setup -> Product Catalog -> Packages -> Package Status

Now we can configure catalog items:

1. Service – You can add a non-recurring, recurring or recurring service with a usage bucket

   1. Setup -> Product Catalog -> Service

2. Package – Add the services that you just configured, to your package

   1. Setup -> Product Catalog -> Package

3. Package Frequency – Price out your catalog item(s)

   1. Setup -> Product Catalog -> Package -> + on the Package to add the Package Frequency

Now we can create an account and “sell” them an item from the catalog:

1. Account (an account will require at least one contact if you wish to deliver invoices, this is configured as required by default)

   1. Account -> New

2. Account Package (if you don’t already have the account open, search for it in the search bar)

   1. Account -> Profile -> Packages -> + Account Package