Billing Configuration

Set up rates. For each registration code's response, choose the charges per ticket, per response (and per facility and customer, if needed).

1. On the top menu bar, click Billing > Billing Configuration. Result: The Billing Rate Summary page appears 
2. On the Billing Rate Summary page, find the registration code that you want to set rates for:
   1. Search or use the page links at the bottom right corner. Click column headings to sort in ascending or descending order
3. In the Code column, click the registration code

4. On the Registration Code Bill Rate page, make your changes: 

                                                                                                                                                                         

   Field	Description
   Customer Name	The name of the customer you send the bill to.                                                                                      Choose customer from list or add new customer: See Add New Customer, below
   Flat Charge per Ticket	The charge per ticket is fixed, regardless of the number or type of responses or units of work.                                                                                       This field must contain number. To have no flat charge, enter a zero (0).

                                                                       

   Response

           

   Field	Description
   Flat Rate	The charge per response is fixed, regardless of the units of work
   Per Facility (Optional)	Checked: Set rates per facility                                                                                      Unchecked: Rates are the same for all facilities
   Unit Rate	The charge per unit of work. Units of work usually measure time (hours) or distance (feet)

                                                                       

   Calculation

                                                                       

   The system calculates bills by processing the prices in the order below. 

                         

   Response	Rates Applied /Billed
   First Response to Ticket	Ticket flat rate plus any response rates (flat and unit)
   All Later Responses	Any response rates (flat and unit). Responses without rates are listed as rows with zeroes for all prices

                                                                       

    

5. Click Save

For each customer, add the registration codes of the companies that they are a customer of.

1. On the top menu bar, click Billing > Billing Configuration. Result: The Billing Rate Summary page appears
2. On the Billing Rate Summary page, in the left column, click Customers
3. On the Customer Summary page, in the upper right corner, click Add New Customer
4. On the New Customer page, fill in the fields. See Modify Customer, step 3, below

1. On the Customer Summary page, find the customer. Click column headings to sort in ascending or descending order
2. In the Name column, click the customer

3. On the customer page, fill in the fields:

                                                                       

   Customer Information

                                                                                                                                             

   Field	Description
   Address1	Address of the customer
   Address2 (Optional)	Additional address information, if needed
   Billing Method	Billing methods are set by your company
   City	City of the customer
   Contract Number (#)	Contract numbers are set by your company
   Feet Per Quantity	Feet per quantity of the unit
   Name	Name of the customer
   Operator	Operators are defined by your company
   State	State of the customer
   Time Zone	The time zone of the customer
   Zip Code	Postal code of the customer

                                                                        

   Not Billable Reason

   The reason the customer was not billed

                                                                       

   To add a not billable reason, click + Add Not Billable Reason

                                                                       

   Registration Codes

   Click codes or use the page links at the bottom right corner to find registration codes that are associated with the customer or not associated with the customer                                                                                                                                        

4. Click Save 

For each customer, add the registration codes of the companies that they are a customer of.

1. On the top menu bar, click Billing > Billing Configuration. Result: The Customer Summary page appears
2. On the Customer Summary page, in the left column, click Billable Overrides
3. On the Billable Override Summary page, in the upper right corner, click Add Billable Override
4. On the Billable Override page, fill in the fields. See Modify Billable Override, step 3, below

1. On the Billable Override Summary page, find the billable override. Click column headings to sort in ascending or descending order
2. In the Name column, click the billable override

3. On the Billable Override page, fill in the fields:

                                                                       

   Customer Information

                                                       

   Field	Description
   Billable Default	For the tickets that match the response/registration codes and ticket types you choose, set the billable default:                                                                                      Yes: The ticket is set to default to billable                                                                                      No: The ticket is set to default to not billable
   Description	The description of the billable override
   Name	The name of the billable override
   Response Code	The registration code from the ticket
   Ticket Type	The standard ticket types:  Aerial Damaged Utility Design Emergency Late Meet Recall Regular Revision Short

    

4. Click Save