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BillMax Billing Solutions 877.245.5629 sales@billmax.com |
| Chapter 5. Administering Services | ||
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Serving Customers Using the BillMax Staff Interface | 
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Table of Contents
Clicking on the "Service" link in the "Navigation Bar" brings up the "Service Admin" page which is composed of several sections.
Figure 5.1. New Service Information
| (1) | The State of the Service. If created in Wait_For_Payment State, the next time a Payment is entered for the Account, the Service State will be changed to Open State. Changing the State to Closed State sets the enddate. See documentation for the Service end date for further information. |
| (2) | The start date of the Service. If the date is in the future (and the date is not within the time frame covered by config.prebilldays), then only the setup fee and the Deposit Charge, if either are applicable, will be billed. This technique may be used when billing for the subscription should be delayed until installation is complete. |
| (3) |
Specifying an end date before the end of a term may result in crediting the account for unused billed service. The following screen may be displayed: 
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| (4) | The type of service to be sold. |
| (5) | A value must be specified. |
| (6) | The number of the Account that should receive credit for referring this service. Setting this may result in Store Credit be granted to the Account. |
The most critical issue to understand changing from one Service Definition to another Service Definition is how the billing is affected. Credits and new billings are done from the date of the Service Change. Therefore, any subscription billings that are in the future relative to the date of the Service Change will be credited to the Account. Credits may be done in one of two ways:
Using Store Credit. Amounts that are credit are done so in the form a Store Credit. Note that Store Credit may not be refunded.
Example 5.1. Service Change Using Store Credit
Assume the following:
Customer signs up for one year beginning January 1st for $120.00.
Customer pay $120.00 for the service.
Customer requests a Service Change to a more expensive monthly service beginning February 1st that is $20.00 per month.
Using the Store Credit method, on February 1st, Store Credit of $110.00 will be generated. A Sale of $20.00 will be billed to the Account leaving a balance of $90.00 in Store Credit. This will be used up by subsequent monthly charges, and is not refundable.
Using Voids. This method Voids any billings for service that includes or are after the date of the Service Change. If necessary, a prorated bill for past Service is created. This method potentially frees up any payments made for refunding.
Example 5.2. Service Change Using Voids
Assume the following:
Customer signs up for one year beginning January 1st for $120.00.
Customer pay $120.00 for the service.
Customer requests a Service Change to a more expensive monthly service beginning February 1st that is $20.00 per month.
Using the Void method, on February 1st, The original Sale of $120.00 will be Voided. The effect of this Void is to make the Account have a credit balance of $120.00 for the payment made Payment. A Sale of $10.00 is generated for the old Service Definition for the period of use in January. Then a Sale of $20.00 will be billed to the Account leaving a balance of $90.00 in cash. This amount is refundable.
| (1) | Select the date that the Service Change is to be effective. The change will occur when closeofday runs that date. If the date is in the past, the |
| (2) |
The new Service Definition to which the Service will be associated. By default, only Service Definitions with equal settings for Resources are shown. This may be behavior may be modified by changing the value of the "newserviceresources" entry of the "BillMax System State" list. Acceptable values are:
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| (1) | Status of the setup fee for the old Service Definition. If a check box, the selection may be made to credit the setup fee associated with the old Service Definition. |
| (2) | Status of the Deposit Charges for the old Service Definition. If a check box, the selection may be made to credit any Deposit Charges associated with the old Service Definition. |
| (3) | Status of the billings for usage for the old Service Definition. If checked, any billings for usage will be credited. |
| (4) | If checked, make any credits available for refund is applicable. See previous discussion. |
| (1) | Check this box if billing for the new service should commence with the initial price/duration/number of times as specified on the Service Definition or if billing should commence with the recurring price. |
| (2) |
Click on |
| (3) |
Click on |
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| Subscribed Services |  |
Flat Rate Pricing |
