BillMax User Manual

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  • Notices
  • Preface
  • Documentation Standards
    • Interface Terms
    • Typographic Conventions
  • Getting Started
    • Complete BillMax Paperwork
    • Install CentOS 7.x® for BillMax
    • Install BillMax
    • Additional Tasks
    • Configure BillMax System Parameters
      • Add Authorized Users
      • Configure Global Options
      • Configure Lists
      • Update Lists
      • Add Custom Field Definitions
      • Configure Virtual Company
      • Update Account Profiles
      • Configure Taxes
      • Connect POPs/Access Points to Packages/Service
      • Configure Products
      • Configure Payment Processing
    • Work Flows
      • Add a Prospective Customer/Bill Before Site Visit
      • Add a Prospective Customer/Bill After Site Visit
  • Fundamentals
    • Automated Processing
      • Concepts
        • Automated Processing Overview
        • Batch Process
        • Batch Process Group
      • How To
        • Modify Email Recipients for a Batch Process Group
        • Stop Batch Processing
    • Billing
      • Concepts
        • Allocations
        • Automated Complimentary Service
        • Billing/Prorate Day of Month
        • Commissions
        • Discounts
        • Fees
          • Late Fees
        • Financial Transactions
        • Financial Transaction Dates
        • Pending Financial Transactions
        • Refundable Amount
        • Usage Based Billing
        • Bandwidth Usage Billing using Preseem®'s QOE Platform
      • How To
        • Billing Scenarios
          • Bill a Non-Standard Duration
          • Bill First Month/Collect for Last Month
          • Release Funds Collected for Last Month
          • Bill a Customer Once a Month with Prorating
          • Bill a Customer Once a Month without Prorating
          • Bill Usage from Preseem®
        • Commissions
          • Add An Agent
          • Add Agent to Package or Service
          • Report Amounts for Commissions
        • Close an Account on Specific Date
        • Configure Tier Plan Definition
        • Create Invoice Fees
        • Create One Time Fee Using a Selectable Fee Group
        • Create Promotions
        • Create Recurring Service Fees Using a Selectable Fee Group
        • Do a Sales Return or Store Credit Reversal
        • Return Sales Tax for a Tax Exempt Account
        • Setup a Payment Plan for a One Time Item
    • Bookkeeping
      • Concepts
        • Bank Deposits
        • Bookkeeping Overview
        • Bookkeeping Report
      • How To
        • Default the Financial Behavior for Virtual Company and Account Profile Moves
        • Setup NetSuite® in BillMax
        • Setup Quickbooks® in BillMax
    • Customer Organization
      • Concepts
        • Customer Organization Overview
        • Virtual Company
        • Account Profile
          • Bill Timing
          • Late Fees
        • Account
        • Guarantor/Beneficiary Accounts
        • User
        • Administrative User
      • How To
        • Configure POP/AP Outage Banner for Accounts
        • Flag an Account as Tax Exempt
        • Flag Account as Tax Exempt for Specific Tax
        • Specify Business Rules for a Unique Account
    • Customer Communications
      • Concepts
        • Billing Documents
          • Billing Documents Overview
          • Billing Statement
          • Invoice
          • Receipt
          • Statement
        • Emails
          • Email Overview
          • Billing Documents
          • Customer Notices
          • System Email Templates
      • How To
        • Add Printed Late Notices
        • Add Text View to Body of Email for Invoices and Billing Statements
        • Create/Edit an Email Template
        • Customize a Billing Document (PDF)
        • Customize a Billing Document (HTML)
        • Customize the Credit Card Decline Notice
        • Customize the Default Late Notice
        • Reprint Documents from BillMax
        • Resend Documents from BillMax
        • Email Customers in Bulk from BillMax
        • Send An Email for Outages from BillMax
        • Send Payment Reminders from BillMax
    • Email Processing
      • Concepts
        • Background
        • Configuration
        • Sendmail and Postfix
        • AWS Simple Email Service (SES®)
      • How To
        • Configure BillMax to use AWS Simple Email Service (SES®)
    • Financials
      • Concepts
        • Transactions
    • Payments and Refunds
      • Concepts
        • Payment Processing Overview
        • Electronic Payment and Refund Transactions
        • One Time Payments
        • Processing Check Files
        • Scanned Checks
        • Vendor Supplied Payment Files
      • How To
        • Add a Credit Card to an Account
        • Configure Payment Processing by Virtual Company
        • Create a Bank Deposit
        • Creating Bank Deposits from IPPay® data
          • IPPay® Settlement Files
          • IPPay® Credit Card Charge Backs
          • IPPay® Electronic Check NSF transactions
          • IPPay® Credit Card Chargeback Reversal
        • Work with Payments
          • Automate E-check Returns
          • Manually Process a Credit Card
          • Manually Process an Electronic Check
          • Book a Payment while Viewing an Account
          • Book Payments for Multiple Accounts
          • Book Payments from Scanned Checks
          • Book a Payment Reversal
          • Correct a non-Settled Credit Card or Electronic Check Payment
          • Correct a Settled Credit Card or Electronic Check Payment
          • Resolve a Credit Card or Electronic Check Transaction Flagged as Held
          • Resolve a Credit Card or Electronic Check Transaction Flagged as Unknown
        • Work with Refunds
          • Create Refundable Amounts
            • Create Refundable Amounts Using Sales Returns
            • Create Refundable Amounts Using Allocations
            • Create Refundable Amounts using Store Credits
          • Manually Process a Credit Card Refund
          • Manually Process an Electronic Check Refund
          • Book a Refund while Viewing an Account
          • Correct a Settled Credit Card or Electronic Check Payment
    • Products
      • Concepts
        • Product Overview
        • Bundle Definition
        • One Time Item/Fee Definition
        • Package Definition
        • Service Definition
      • How To
        • Service Configuration
          • Use D01 for Service Identification
          • Configure New Service for Automated Future Billing and Provisioning
        • Limit Product Selection By Account Class
        • Create Automated Referral Credits
    • Provisioning
      • Concepts
        • Overview
        • Provisioning Implementation
        • Provisioning Glossary
        • BillMax RADIUS Implementation
        • Provisioning Executable
        • Resources
        • Bandwidth Shaping
      • How To
        • Activate Asynchronous Hook Processing Centos 7.x®
        • Avoid Suspending a Service on Holidays
        • Examine the Account Hook Environment
        • Implement Service Provisioning
        • Manage Asynchronous Hook Processing
        • RADIUS Configuration
          • Configure Bundled FreeRADIUS® Server
          • Configure a Network Access Server (NAS)
        • Bandwidth Shaping with Radius
        • Bandwidth Management with Preseem®
        • Bandwidth Management with Saisei™
          • Configure New Product Using Saisei
    • Remote Applications
      • Concepts
        • Remote Applications Overview
      • How To
    • Staff Portal
      • Concepts
        • Lists
        • Staff Portal Overview
        • Hidden Template Fields
        • Using the Generic Search Facility in the Staff Portal
        • Re-Opening Accounts, Users, Services
        • Reopening an Account/User/Package/Service
      • How To
        • Modify Existing Staff Portal Pages
          • Expose Hidden Template Fields (Text/Integer)
          • Turn a Staff Portal Input Field into a Yes/No Selection
          • Changing which Data are Required
        • Configure the Default Account Company Search to Include Accounts Closed or in Collections
        • Add Staff Portal Validation
    • System Administration
      • Concepts
        • Billing Log Files
        • Backups, Redundancy and Archiving
        • Customizing BillMax
        • Security
          • Data Security
          • User Names and Passwords
          • PCI Compliance
          • Permissions
          • Authorization Levels
          • Authorized Users
      • How To
        • Convert from CentOS 6.x® to CentOS 7.x®
        • Licensing
          • Determine Information for License Key (Staff Portal)
          • Determine Information for License Key (Command Line)
          • Install the BillMax License Using the Staff Portal
          • Install License Key (Command Line)
        • Modify a Server-side Binary
        • Permissions
          • Add Authorization Level to Permissions
          • Add an Authorization Level
          • Set Minimum Permission to Login and Logout
          • Add Permissions
            • Create a Log File
            • Update Permissions to Add Actions
            • Update Permissions to Limit Actions
        • System Settings
          • Change the AES Encryption Key
          • Setup USPS Address Verification
          • Install the BillMax License Using the Staff Portal
          • Modify the Customer Portal Application Login Credentials
          • Modify the Staff Portal Timeout
        • Upgrade BillMax
    • Taxes
      • Avalara® Integration
        • Concepts
          • Integration Overview
        • How To
          • Configure Taxes Using the Avalara® Integration
          • Configure Avalara® T/S Pairs
          • Set Avalara® Parameters
          • Set Place Codes for Users
          • Set Virtual Company Parameters
          • Setup for Accounts for Avalara
          • Setup an Avalara Tax Exemption
          • Update Pending Transactions
      • Internal BillMax Taxing Module
        • Concepts
          • Tax Classes
          • Tax Groups
          • Tax Items/Fees
          • Tax Regions
          • Tax Rules
          • Tax Specification on the Account
          • Tax Specification on the User
        • How To
          • Add a Tax Class
          • Add A Tax Group
          • Add A Tax Item or Fee
          • Add A Tax Region
          • Add a Tax Rule
          • Add Tax Exemptions
          • Check Tax Setup
          • Configure Taxes Using the BillMax Tax Engine
          • Tax Setup Report
    • Reference
      • API
        • Command Line
          • enter_account.cgi
          • enter_saleorcredit
          • enter_service.cgi
          • Add a Item Sale
          • Add a General Sale
          • Add a Service Sale
          • Add a Credit Card to an Account (API)
        • Edge
          • edgeLogin
          • getLists
          • Staff Interface
            • authLogin
            • staffGetRecord
            • staffPutRecord
          • Customer Interface
      • Database Checking (dbck) Error codes
      • Database Tables
        • account Table (Account)
        • servdef Table (Product Definitions [Package/Service, Recurring Fee, One Time, Bundle] )
        • ticket Table (Ticket)
        • user Table (User)
        • config Table (Virtual Company)
      • nightly Typical Batch Processes
  • Customer Portal
    • Concepts
      • Customer Portal Overview
      • Architecture
    • How To
      • Setup the Customer Portal
      • Customize the Customer Portal
      • Add Authorization in Customer Portal
      • Add Shop by Virtual Company in Customer Portal
      • Allow Customers to Sign into Customer Portal with Social Accounts
      • Limit Payment Methods in the Customer Portal
    • Reference
      • Customer Portal API
      • Portal REST Endpoints
  • Integrations
    • Market Broadband Integration
      • Concepts
        • Integration Overview
      • How To
        • Activate Market Broadband® Integration
    • Salesforce Integration
      • Concepts
        • Integration Overview
      • How To
        • Update Salesforce Schema
        • Add Database Trigger to Populate Account.Name
        • Setup Outbound Messages
        • Setup Workforce Actions and Workflow Rules
        • Edit BillMax Customer Portal Configuration File
        • Create Salesforce CRM User
        • Configure BillMax Hooks
      • Reference
        • Salesforce Field Mappings
        • Salesforce Synchronization Log Files and Error Messages
    • Zoho CRM Integration
      • Concepts
        • Integration Overview
      • How To
        • Configure Zoho
        • Create REST API Credentials
        • Configure BillMax for Zoho CRM
      • Reference
        • Zoho CRM Log Files
  • Reports
    • CDR Billing Reports
      • Concepts
    • FCC 477
      • Concepts
        • Financial Reports Overview
      • How To
        • Geocode User Locations
        • Verify Service/Package FCC Classification
        • Create POP Regions
        • Create Access Points
        • Validate Data Pass 1
        • Generate Coverage
        • Merge Census Blocks
        • Generate 477 Report
    • FCC BDC Report
      • Concepts
        • FCC BDC Overview
        • BillMax Coverages
        • FCC Classifications
      • How To
        • Load Fabric Data
        • Load Coverage Polygons
        • Validate Data and Generate BDC Files
    • Financial Reports
      • Concepts
  • Scheduling and Appointments
    • Concepts
      • BillMax Scheduling Overview
    • How To
      • Jump Start Scheduling
      • Prepare an Authorized User for Scheduling
      • Setup Scheduling and Appointments
      • Add Customer Appointment from the Account
      • Generate Appointment Documents
  • Ticketing
    • Concepts
      • BillMax Ticketing Overview
      • Messages and Notes
      • Service Level Agreements (SLAs)
      • Issues and Resolutions
      • Team Members and Ticket Subscribers
      • Tickets
      • Queues
    • How To
      • Enabling Inbound Email
      • Enabling Outbound Email Messages
      • Enabling Ticket Notifications
      • Jump Start Ticketing
      • Jump Start SLA Use
      • Stop Assignment of Tickets to Certain Authorized Users
  • Service Availability Determination
    • Fundamentals
      • Concepts
        • Overview
        • Service Availability Sources
        • Service Availability No Sources
        • TowerCoverage Concepts
          • Integration Overview
          • Processing "How Did You Hear About Us?"
          • Account Creation
          • Logging and Error Handling
          • Message Creation
          • Requirements
          • Ticket Creation
          • User Creation
      • How To
        • Configure Service Availability
        • TowerCoverage How To
          • Configure EUS
          • Configure BillMax for TowerCoverage
          • Testing TowerCoverage Setup
          • Deployment
  • VOIP/Telecommunication
    • Concepts
      • CDR Billing
        • BillMax VOIP/Telecommunication Overview
        • Call Detail Record (CDR) Association
        • CDR Rating
        • CDR Preprocessing
        • CDR Classification - NANP
        • CDRs and the Federal Universal Service Fund
        • CDRs and the State Universal Service Fund
        • CDR Billing Plans
        • Timezones and Service Locations
      • Taxes, Fees and Universal Service Funds (USF)
        • Fees
        • Taxes
        • Universal Service Fund (USF)
        • Reporting USF Revenue
        • Recovering USF Contributions
    • How To
      • CDR Billing
        • Getting Started with CDR Billing
        • Upload a CDR Rate Deck
        • Create a CDR Billing Plan
        • Add a CDR Billing Plan to a Package/Service Definition
        • Create a CDR Source
        • Create Package/Service Association for a CDR
        • Upload CDR File
        • Associate CDRs
        • View CDR Usage
        • Insert CDRs in Batch Mode
        • Override a CDR Billing Plan for a Package/Service
        • Remove CDRs from Documents
      • Taxes, Fees and Universal Service Funds (USF)
        • Create a Federal Universal Service Fee
        • Create a State Universal Service Fee
    • Reference
      • BillMax CDR Rate Deck
      • BillMax CDR Input Format
      • VOIP Glossary