Every Saas Billing Platform needs subscriptions in order to bill customers on a monthly basis.

To have a subscription we need Products, Charges, and Usage Rates. When Products, Charges, and Usage Rates are all set click on our customer (from the Customer in the top menu) and then click on Add Subscription to add a new subscription.

In Add Subscription page enter all information that’s needed. Pick a category (that can be Internet), a Service, and an Address for the bills to be sent to. Then you can assign it to a particular salesperson and also enter Service Start Date which is mandatory and Service End Date in case there’s one.

In a VOIP billing software usually a typical subscription is applied to a group of products, charges and rates.

On the same page you’re able to choose a number of products that will be included in the subscription. Some of them can be Recurring (usually monthly) and some may be One Time. Then include Charges and Rates that have to be included.

Save them all. You have created a new subscription.

It just takes a few clicks to know how many subscriptions you have: Click on Customers in the menu bar to see the list of customers; and then click on the customer of your choice and then on Subscription.

For any organization that uses Telecom BSS OSS invoicing time is a critical period during which operations better be smooth.

Imagine it’s time for an invoice run. Click on Billing in the menu bar. Then clicking on Add Invoice Run gives you the opportunity to create, well, an invoice run.

The information that you need to enter is pretty standard to any IoT Billing Software or similar system:

  • Billing Cycle Period which is usually a certain month (Let’s say Dec-2020)
  • Billing Cycle; that can be 1st of the Period
  • Invoice Date which is mandatory
  • Charge Cut Off Date that is optional and only for new charges
  • A Usage Cut Off Date. This is for usages that have already been rated. They have to be charged up to this date

There’s also an option called Calculate Taxes. If we unclick this option it will create an invoice draft without tax and that’s useful for American users of Smartbilling’s Saas Billing Platform, as many of them use third party tax compliance services. Taxes can be turned off when users are doing the invoice draft and then turned on later when they are posted.

After you enter all this information and click on Save the processing starts. In the Billing page you’ll see a hyperlink to invoices for this invoice run and when you click on it you can see the list of invoices and when you click on the last one, the fruit of your work pops up in the form of a PDF Invoice.

 

About Smartbilling:
Smartbilling is a cloud-based subscription billing and OSS for telecom industry.

Our software supports full customer life cycle and features a seamless quote to order to cash process.

www.smartbilling.ca

 

Contact
Shane Dian
shaned@smartbox.ca