Setting Up Billable Charge Templates
A user creates a billable charge whenever a customer should be levied an ad hoc charge.
A billable charge must reference a contract. This contract behaves just like any other contract:
- Bill segments are created for the contract. Whenever billing is performed for an account with billable charge contracts, the system creates a bill segment for each unbilled billable charge.
- Payments are distributed to the contract. Payments made by an account are distributed to its billable charge contracts just like any other contract.
- Overdue debt is monitored. The credit and collections process monitors billable charge contracts for overdue debt and responds accordingly when overdue debt is detected.
Billable charge templates exist to minimize the effort required to create a billable charge for a customer. A billable charge template contains the default bill lines, amounts and distribution codes used to levy a one-off charge.
The information on the template may be overridden by a user when the billable charge is created. For example, you can create a billable charge template to levy tree-trimming charges. This template would contain the bill lines, amounts and distribution codes associated with a tree trimming activities. Then, when you trim a tree for a customer, a user can create a billable charge using the template and override the amount to reflect the actual amount (if it differs from the norm).
After setting up the billable charge templates, you must indicate the contract types that can use each template. Obviously, only billable charge contract types (as defined on the contract type's special role) will reference billable charge templates.
Related Topics:
Parent Topic: Contract Type Controls Everything