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Serving Customers Using the BillMax Staff Interface


Table of Contents

Foreword
1. Logging Into BillMax
2. Interface Overview
3. Administering Accounts
Account Information
Users and Services
Billing Contact
Billing Information
Credit Information
Statistical Information
Actions
Billing Functions
Generating a Statement
Entering a Payment
Giving Store Credit
Entering a One Time Sale
Recording a Refund
Voiding a Transaction
Managing Deposits
Charging a Credit Card
Refunding To a Credit Card
Editing/Deleting a Financial Transaction
Displaying the Account's Transaction History
Working with Allocations
Notes
4. Administering Users
User Information
Personal Information
Security Information
Equipment
Add a Service
Subscribed Services
5. Administering Services
Service Information
Changing to Another Service Definition
Flat Rate Pricing
Usage Based Pricing
Online Time
Service Fields
6. Entering Bulk Payments
7. Calltracks
Ticket Information
User Information
Statistics
Notes
Ticket History
8. Timetracks
9. Non-Financial Reports
BROWSE LOGS
State Files
Nightly Log Files
Other Log Files
CALLTRACK
CUSTOMER COUNT
CUSTOM SQL
DATACALL
GRAPHS
INACTIVE
MARKETING
SEARCH LOGS
TIMETRACK
WAITING
10. Memorized Reports
Creating Memorized Customized Reports
Tables and Fields of the BillMax Reports Database
Accessing a Memorized Report
Managing the BillMax Reports Database

List of Figures

1.1. BillMax Login Page
2.1. Initial BillMax Display
2.2. Search Results Example
2.3. BillMax Timeout Message
2.4. BillMax Bad Authentication Message
2.5. BillMax Navigation Example
3.1. Example of a Locked Account
3.2. Alternate View of Locked Account
3.3. Account Billing Contact Information
3.4. Example Statement Showing Account Billing Contact Information
3.5. Account Billing Functions
3.6. Statement Options
3.7. Example Statement
3.8. Contrived Example Statement Balances
3.9. The Payment Screen
3.10. The Credit Memo Screen
3.11. The Enter Charge Screen
3.12. The Refund Screen
3.13. List of Voidable Transactions
3.14. Voiding a Transaction
3.15. The Manage Deposits Screen
3.16. Example Account Notes
5.1. New Service Information
5.2. Existing Service Information
5.3. Service with a Usage Based Pricing Plan
5.4. Service without a Usage Based Pricing Plan
5.5. Online Time for a New Service
5.6. Online Time for an Existing Service
5.7. Datacall Report
5.8. Password Matches
5.9. Password Does Not Match
5.10. Copy Password
6.1. Entering Bulk Payments
7.1. New Calltrack Ticket Information
7.2. Existing Calltrack Ticket Information
9.1. List of Standard Non-Financial BillMax Reports
9.2. Contents of State Files
9.3. List of Nightly Log Files
9.4. List of non-Nightly Log Files
9.5. Specify Calltrack Report Criteria
9.6. Result of a Calltrack Report
9.7. Select RADIUS data to Display
9.8. Resulting Datacall/RADIUS report
9.9. Select Graph to Display
9.10. Example Graph
9.11. Select Inactive Criteria
9.12. Example Inactive Report
9.13. Select Marketing Criteria
9.14. Example Marketing Report
9.15. Select Timetrack Criteria
9.16. Example Timetrack Report
10.1. Create Memorized Report
10.2. Testing a Memorized Report
10.3. Test Results
10.4. Create Memorized Report with Variable Input
10.5. Testing a Memorized Report with Variable Input
10.6. Variable Data Test Results
10.7. Define Report of Non-Taxable Recurring Sales by Zip Code
10.8. Testing a Memorized Report with a Financial Table
10.9. Results of Memorized Report with a Financial Table

List of Examples

5.1. Service Change Using Store Credit
5.2. Service Change Using Voids

Document Revision A for BillMax 2.2.0   -   Copyright © 1997-2006 The iSpark Group, Inc.

All rights reserved. No part of this documentation may be reproduced or transmitted in any fashion without written permission by The iSpark Group, Inc. This documentation is for the sole use of licensees of the BillMax billing software created by The iSpark Group, Inc. Making the documentation available to a non-licensee of BillMax without written permission of The iSpark Group, Inc. is a violation of the use of this documentation.

While precautions have been taken in the preparation of this documentation, The iSpark Group, Inc. assumes neither liability nor responsibility for errors or omissions, or for damages resulting from the use of the information contained herein.

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Comments about this documentation may be sent to doc@billmax.com