Select Account Number | Customer Profile | Billing Setup tab
The Billing Options folder area allows you to set up what reports will print with your bills, how your printed bills will display, and what logos, message groups, and remittance addresses will be used. Billing Options is divided into five areas (click [edit] to open them for editing):
Summary Reports -These reports concern specific call types that your customers' have made during the month. Click the Yes or No radio button next to their title to include them or exclude them in the printed bills and e-bills.
Main Billing Number -Shows domestic usage, travel card, directory assistance, international usage, taxes and surcharges, and total charges broken down by main billing number.
NPA Summary -Details the number of outbound calls, total duration, amount billed, and time of day broken down by area code.
Account Code Summary -Illustrates domestic usage, calling card, directory assistance, international usage, taxes and surcharges, and total charges broken down by account code.
Originating Number Summary -Shows the number of outbound calls, total duration, amount billed, and the time of day broken down by originating number.
Frequently Called Cities -Details the city, number of calls, total duration, amount billed, and time of day for those cities called X amount of times (X to be determined by you) or more per month.
Frequently Called Numbers -Shows the telephone number, city, number of calls, total duration, amount billed, and time of day for outbound calls to those numbers called X amount of times (X to be determined by you) or more per month.
Time of Day Calling Card -Shows the number of calling card calls along with the total duration and dollar amount for each hour during the day.
Time of Day Inbound -Shows the number of inbound calls along with the total duration and dollar amount for each hour during the day.
Time of Day Outbound -Illustrates the number of outbound calls along with the total duration and dollar amount for each hour during the day.
Long Call Duration -Details the date, time, number called, and length of call for all outbound calls over 20 minutes in length.
Long Call Duration by PAC -Shows the date, time, number called, and length of the call for all outbound calls over 20 minutes in length broken down by PAC.
Long Call Duration by 800 -Shows the date, time, number called, and length of the call for all outbound calls over 20 minutes in length broken down by 800 number.
International Summary - Illustrates the country and the total amount of calls made to that country for that month’s bill. The number of calls, duration of those calls, and the amount of the calls are detailed in the report. It also shows the totals by country for day, evening and night calls.
Circuit Detail -This report shows the Circuit ID, Amount, Service Order Number, Taxes, Description / Speed, Term, Location A, and Location Z.
2. Local Management Reports. These reports concern your customers' charges and will display them by local charges, ANIs, and one-time charges. Click the Yes or No radio dial next to their title to include them or exclude them in the printed bills and e-bills.
Print Item Summary -Provides a summary of customers' local phone charges.
Detail Charges by Line -Provides a detail of customers' local phone charges by ANI.
Print One-time Detail -Provides a detailed description of customers' one-time charges.
3. Print Options -These options concern how your printed bills will display, i.e. logos, message groups, departments, etc.
Flagging these options determines how your bills will display:
Bill Type. Choose from the drop-down menu what type of bill the customer receives.
Page 1 Logo. Choose from the drop-down menu which logo will appear on Page 1 of the customer's invoice (applicable only if you have set up multiple logos with CustomCall).
Message Group. Contact CustomCall for more information on this function.
Department Billing. By creating departments in Department Names and selecting the corresponding department with the telephone number, 800 numbers, calling cards, and dedicated access line, you have the option of formatting them by department on the bill. Choose the Yes or No radio button to determine if the format of the telephone numbers, 800 numbers, calling cards, and dedicated access lines on this customer's bill will be done by department.. Contact CustomCall for more information on this function.
Pull at Printer. Flags a customer's bill to be pulled at printer and sent back to you. If there are special requests, invoices should be flagged as Yes for you to handle. When you select Pull at Printer for a corporate sub-account, a message will pop up asking if you would like to pull all of the sub-accounts attached to this corporate account. Also, if you choose No for a corporate sub-account, a message will pop up asking if you want to de-select the corporate account, followed by a message asking if you would also like to de-select all of this corporate account's sub-accounts.
Auto Pay: Select either the Yes or No radio button.
4. Miscellaneous -These options concern bills' remittance addresses, page breaks, duplicate invoices and other items.
Flagging these options determines what will be included on your bills:
Remittance Address. You can set up multiple remittance addresses. If left blank, this field will default to the default remittance address.
Page Break by. Using the drop-down menu, you can set the page breaks for the call detail report based on selected criteria.
Product 2 Override -Allows you to change the Summary of Account description that prints on a customer's bill.
CD Billing -Designates if and how call detail will be saved to diskette and sent with the invoice. The invoice will automatically be pulled at printer. Select from No CD Billing, Flat File, Tab Delimited, and Comma Separated from the drop-down menu.
Duplicate Invoice -Choosing the Yes radio dial prints a duplicate invoice. Unless Alternate Address is selected, both invoices will be sent to same address. If there are special requests, invoices should be flagged as pulled at printer for you to personally handle.
Alternate Address -Select Yes
to have aninvoice sent to an
alternate address.
Note: Enter the alternate address
on the Customer Central tab.
Report Frequency Threshold -Number of calls or minutes to be reported. For instance, long call duration; one client might want it to be six hours, another might want it to be two hours.
Customer Specific Message -A message ID assigned just for this customer.
Payment Message ID -Identifieswhich payment message the customer is going to receive, i.e., payment - thank you, etc.
5. Print Detail - Clicking the Print Detail button will take you to the Customers' Print Detail override page. Within this page, the print detail flag at the Client level for all call types can be overridden from this particular customer. Once you have chosen all of the override values, you can click the save button to return to the Billing Setup Tab.
Click Save when you are finished selecting your billing options. You will be brought back to the Billing Setup tab.
Still have questions or concerns? Please contact us at Webtop Support.