Auto Actions

Here’s an FAQ based on the provided text and images, explaining the Auto Actions settings and their use cases:

? Frequently Asked Questions about Auto Actions ?

What are Auto Actions?

Auto Actions are automated settings within the system that allow you to manage subscriber accounts more efficiently. They primarily deal with auto-suspension, grace periods, and bad debt write-offs for archived subscribers. These settings help automate various billing and customer management processes.

How do I access the Auto Actions settings?

You can access the Auto Actions settings by:

Clicking on the 9-dot menu (app launcher).
Selecting the Billing tab. 3. Clicking on Auto Actions.

What are the "Default Auto Actions" for Auto Suspend?

The Default Auto Actions for Auto Suspend allow you to configure when subscribers will be automatically suspended. Once you toggle the "Set the following default Auto Action for Auto Suspend" box, you can choose from several options:

At the end of term, if Past Due: Subscribers are suspended at the end of their billing term if they have an outstanding balance.
On a specified date: Suspension occurs on a pre-defined date, likely regardless of billing term.
On a specified day of the month, if Past Due: Suspension happens on a specific day of each month if the subscriber is past due.
On a specified day of the month: Suspension occurs on a specific day of the month, possibly for all subscribers.
On a specified number of days after invoice generation, if Past Due: Subscribers are suspended a set number of days after their invoice is generated if they haven’t paid.
After specified number of inactive days: Suspension occurs after a subscriber has been inactive for a certain period.

What are "Auto Action Settings" within Default Auto Actions?

After selecting one of the auto-suspend options, a blue-highlighted text "Auto Action Settings" will appear. Clicking this allows you to choose how to apply these default settings:

to all subscribers: Applies the chosen auto-suspend settings to every subscriber.
to all subscribers except those that already have custom settings: Applies the settings to new or existing subscribers who don’t have unique auto-suspend configurations.

You must click Apply Now to save your changes or Cancel to discard them.

What is "Exclude New Subscribers"?

This option, located under Default Auto Actions, allows you to exclude new subscribers from auto-suspensions and auto-deletions for a specified number of days after they start billing. Typically, this grace period is 30 days, giving new customers time to settle in before automated actions apply.

What is the "Default Grace Period for Auto-suspends"?

The Default Grace Period for Auto-suspends allows you to set a period during which subscribers will not be suspended, even if they are past due. You can configure:

Allow subscribers [X] day(s) grace period: This sets the number of days a subscriber has before auto-suspension. The example shows 10 days.
[Y] grace amount to the: This specifies a currency amount that can be outstanding before the grace period ends. The example shows 5.
Total Balance Due or Balance Forward: You can choose whether the grace amount applies to the subscriber’s total outstanding balance or their balance forward (likely meaning the previous balance carried over).

What are "Grace Period Settings" within the Default Grace Period?

If you enable "Allow custom settings for individual subscribers" and click on "Grace Period Settings," a pop-up appears similar to Auto Action Settings. This allows you to apply your grace period configurations:

to all subscribers: Applies the grace period settings to all subscribers.
to all subscribers except those that already have custom settings: Applies the settings to subscribers without individual grace period configurations.

Click Apply Now to save or Cancel to discard.

What are "Write-off Settings"?

The Write-off Settings enable auto bad debt write-off for archived subscribers. This feature is specifically for subscribers who have been marked as "archived" in the system. When enabled, it automates the process of zeroing out uncollected charges from their accounts.

How does the Balance Write-off Item work?

By default, the system will automatically add a Balance Write-off Item to archived subscribers. You can click on the blue text "Balance Write-off" to configure the description or text that will appear on the invoice for this write-off. The example shows a "Balance Write-off for archived customers" with a type of "CUSTOM."

What options are available for prepaid balances and outstanding balances during write-off?

For archived subscribers with:

Prepaid balances: You have the choice to either Create Invoice Items/Credit Memo or Create refunds if applicable. The default shown is "Create Invoice Items/Credit Memo."
Outstanding balances: The system automatically creates credit memo items.

What happens when I "Apply Write-Off To Existing Archived Subscribers"?

Clicking "Apply Write-Off To Existing Archived Subscribers" will trigger an adjusting transaction for these customers.

For archived subscribers with prepaid balances, invoice items would be created automatically.
For archived subscribers with outstanding balances, credit memo items would be created automatically.

You can then click Apply Now to proceed with applying the write-offs.

What are some use cases for these Auto Actions settings?

Here are some possible use cases and processes:

Automating Past Due Suspensions: A common use case is to set up auto-suspension for subscribers who are past due at the end of their billing term. This helps in managing delinquent accounts efficiently without manual intervention. You might couple this with a grace period of 10 days and a grace amount of $5, allowing minor outstanding balances or short delays before suspension.
Managing New Subscribers: By excluding new subscribers for the first 30 days from auto-suspension, you can provide a smoother onboarding experience, allowing them time to understand the billing process before any automated actions are taken.
Streamlining Bad Debt Management: When a subscriber is deemed uncollectible and archived, the auto bad debt write-off feature can automatically adjust their account, saving accounting time and ensuring financial records are accurate. You can customize the write-off item’s description to clearly indicate the reason for the adjustment on the invoice.
Handling Refunds for Archived Subscribers: If an archived subscriber had a prepaid balance, the system can be configured to automatically create refunds, ensuring proper financial closure for those accounts.
Mass Application of Settings: The options to apply settings "to all subscribers" or "to all subscribers except those that already have custom settings" are useful for rolling out new policies or updating existing ones across your subscriber base efficiently. For instance, if you decide to change your general grace period, you can apply it to all subscribers at once, while respecting any custom arrangements already in place.

Are there any final steps after configuring Auto Actions?

Yes, once you’ve made your desired changes within the Auto Actions page, remember to click the Save button to ensure your configurations are applied. There’s also a Restore option if you need to revert to previous settings.

Invoicing

It looks like you’re asking for an FAQ based on the provided text and images, specifically focusing on invoicing configuration in the software, with an emphasis on the items manager and billing schedules.

Frequently Asked Questions (FAQ) on Invoicing Configuration

This FAQ provides detailed explanations and use cases for various invoicing settings within the software. These configurations are crucial for managing subscriber billing accurately and efficiently.

1. Invoice Defaults

Q1.1 What are Invoice Defaults and where can I find them?

Invoice Defaults are the initial settings for how invoices are generated and managed within the software. You can access them by navigating to the 9-dot menu (App Launcher), then clicking on the Billing tab, and finally selecting Invoicing. The "Invoice Defaults" tab will be the first one you see.

Q1.2 What is "Flexible Billing" and how does it differ from "Fixed Billing"?

Flexible Billing allows you to bill a subscriber on the same day they signed up, akin to an anniversary billing cycle. This means each subscriber might have a different billing day within the month.

Fixed Billing, on the other hand, bills all customers on a specific, recurring day of the month (e.g., the 1st of every month).

The "Enable flexible billing options per subscriber" checkbox allows for individual subscriber customization, while the "Billing options per subscriber" radio button (Fixed/Flexible) sets the default for all new subscribers.

Q1.3 What are the key date settings under Invoice Defaults and their relationships?

The key date settings are:

Invoice Day: When the invoice is generated and sent.
Invoice Due Date: When the payment for the invoice is expected. This must not come before the Invoice Day.
Term Start Day: When the billing term begins. This can coincide with the Invoice Day or be earlier.
Auto Pay Day: When automatic payments are processed. Ideally, this should be before the Invoice Due Date to avoid late fees. However, it can be after, but late fees might be incurred unless scheduled to trigger after the auto-pay.

These settings establish the flow of your billing cycle. For example, if your Invoice Day is the 1st, your Invoice Due Date might be the 15th of the same month or a month ahead.

Q1.4 What is the purpose of "Apply Invoice Due Date settings to…"?

This option determines which types of invoices will adhere to the configured Invoice Due Date settings. By default, it’s often set to "recurring full term invoices only". However, you can also apply these settings to "prorate setup fee invoices" and "custom invoices" by clicking on the blue "all invoices" text. This ensures consistent due date behavior across different invoice types.

Q1.5 Explain the "Paid-Through Date & Status Settings" for "Subscriber-Based" and "Invoice-Based" scenarios.

This section dictates how subscriber statuses (like "Due" or "Past Due") and paid-through dates are managed.

Subscriber-Based (default): This provides a general overview for each subscriber. Whatever is configured in the subscriber’s billing schedule will apply to all their invoices, credit memos, and payments. This offers a unified status for the subscriber as a whole.
Invoice-Based: This offers more granular control. Each line item or even each individual invoice can have its own distinct billing schedule. This is useful for complex billing scenarios where different services or charges might have varying payment terms.

Q1.6 How do I configure "Change Subscriber Status to Due" and "Change Subscriber Status to Past Due"?

These settings allow you to define when a subscriber’s status visually changes in the system (e.g., their color changing to yellow for "Due" or red for "Past Due").

Change Subscriber Status to Due: You can set this to override the regular due date. For instance, if set to "0 days after its Invoice Date," a subscriber’s status will immediately turn "Due" (yellow) as soon as the invoice is generated, even if the actual due date is still days away. This can be applied to "all invoices" or specific types.
Change Subscriber Status to Past Due: This determines when a subscriber is marked as "Past Due" (red) if their invoice remains unpaid. You can set this from 1 to 59 days after the invoice date. There’s also an option to "Auto-calculate to end of term for subscribers on flexible billing." Similar to "Change Subscriber Status to Due," you can apply this to "all invoices" or specific types.

Q1.7 What are the "Paid-Through Date Settings: Custom Invoices" and "Invoice Item" options?

Paid-Through Date Settings: Custom Invoices: This section includes an option to "If unpaid, rollback subscriber’s paid-through date to the custom invoice’s" due or invoice date. This ensures that if a custom invoice remains unpaid, the subscriber’s overall "paid-through" status accurately reflects the outstanding amount.
Invoice Item: These options control the display of invoice items on the invoice window and PDF.
- "Use the item’s type for the ITEM column…": This uses the predefined type of the item (e.g., "Service," "Fee") in the item column.
- "Show the ITEM column in the Invoice PDF": This allows you to either display or hide the entire "Item" column on the PDF.
- "Display partially/fully reversed items in the invoice and their reversal credit memos for subscriber view": This provides transparency to subscribers by showing any reversed charges and corresponding credit memos on their invoices.

2. Package Invoicing

Q2.1 What is "When the recurring invoice for the packages is generated, create separate invoice line items for multiple instances of the same package"?

This setting, found under the "Invoicing for Packages" section, determines how multiple instances of the same package are displayed on an invoice. If checked, each instance will appear as a separate line item. If unchecked, they might be grouped together with a quantity indicator.

Q2.2 How does "Invoicing for Suspended/Inactive Packages" work?

This section allows you to configure whether the system continues to invoice for packages that are in a "suspended" or "inactive" status.

You can choose to "Continue to automatically invoice for packages with the following status, until the packages are deleted" and select "Suspended packages," "Inactive packages," or both.
Alternatively, you can select "Do not continue to automatically invoice for packages that are suspended or inactive (Default)", which is the usual practice to avoid billing for non-service.
There’s also an option to "Apply the invoicing suspension to inactive packages that have yet to start billing". This prevents billing for inactive packages even if their billing commencement date hasn’t arrived.

Q2.3 What are the options for "Reversing Charges"?

This feature automates the reversal of charges when a package changes status. You can choose to automatically reverse charges when a package is:

Suspended
Deleted
Hibernated

You can also choose how the charges are reversed: "Reverse all unused days" (prorated) or "Reverse all unused full months."

Additionally, there’s a checkbox for "If the invoice with the package charge that will be reversed has a negative item, deduct the negative item amount." This ensures proper accounting for negative invoice items during charge reversals.

Q2.4 What is the "Default Total Balance Due Date at the bottom of each invoice" option?

This allows you to "Include a mini statement with Balance forward and Total Due" at the bottom of each invoice. This provides subscribers with a concise summary of their previous balance and current total amount due, improving clarity.

3. Paper Invoice

Q3.1 What is the primary function of the "Paper Invoice" tab?

The "Paper Invoice" tab allows you to configure settings related to generating and charging for physical paper invoices, as opposed to electronic ones.

Q3.2 How can I automatically add a "Paper Invoice Fee" and where is it configured?

You can enable "By default, automatically add Paper Invoice Fee to subscribers who want a paper invoice." When you click on the highlighted "Paper Invoice Fee" text, it will take you to the Items Manager.

In the Items Manager, you can configure the specific details of the "Paper Invoice Fee" as an item, including its Code, Type (Fee), Description, Account, Rates, Tax implications, and Automation settings. This allows for flexible pricing and integration with your accounting system.

Q3.3 Can I exempt certain subscribers or apply custom charges for paper invoices?

Yes, you have these options:

"Allow Paper Invoice Fee Exemption for individual subscribers": Enables you to manually exempt specific subscribers from the paper invoice fee.
"Allow Custom charge for Paper Invoice Fee for individual subscribers": Allows you to set a different, custom fee for specific subscribers if needed.

Q3.4 What is "Skip paper invoicing and exclude fee for balance below"?

This setting allows you to prevent the generation of a paper invoice and the application of the paper invoice fee if the outstanding balance for a subscriber falls below a specified amount. This helps in saving printing and mailing costs for very small outstanding amounts.

Q3.5 How does the "Print House Schedule" work?

If you use a third-party print house for physical invoices, you can enable "Automatically send the recurring invoices to the print house X day(s) after they are generated." You can set the number of days (0 to 30) for this delay. Be aware that sending to a print house will incur a fee, which you should coordinate with your Client Success team.

4. Prorate Options

Q4.1 What are "Prorate Options" and why are they important?

Prorate options define how charges are calculated for partial billing periods, which commonly occur when a subscriber signs up or changes their service in the middle of a billing cycle. These settings ensure accurate billing for services consumed only for a portion of the period.

Q4.2 When can I modify prorate options for new invoices?

You can modify prorate options for new invoices only once within 30 days of their generation. This rule is crucial to remember for maintaining billing consistency.

Q4.3 What are the different prorate settings for "When billing new packages"?

When billing new packages, you have several options:

Do not Prorate: No prorated charges are applied; the subscriber is billed for the full term from the start.
Add Prorate to full term: A prorated charge for the partial period is added in addition to the full term charge.
Include Prorate as part of term for terms longer than one month: The prorated amount is integrated into the first bill, effectively making the first term longer to accommodate the prorated period.

There’s also an important note about "if the term start date is set to last, apply prorate exemption appropriately" for the 29th, 30th, and 31st of the month, as the system typically considers 28 days across all months for simplified prorate calculations.

Q4.4 How are prorate options handled "When billing packages after unsuspension" and "after changing billing settings"?

For both scenarios (unsuspension and changing billing settings), the available prorate options are:

Add Prorate to full term
Include Prorate as part of the term for terms longer than one month

These ensure that when a service is resumed or billing terms are altered, prorated charges are applied correctly based on the chosen method.

Q4.5 Can I create a separate invoice for prorate and setup fees?

Yes, there’s an option to "Create a separate invoice for prorate and setup fee" if you prefer to have these charges itemized on their own invoice, separate from regular recurring charges.

5. Late Fee

Q5.1 What are the initial options for configuring "Late Fee"?

The "Late Fee" tab allows you to configure how late payment charges are applied.

Software Label: You can customize the label for the late fee (e.g., "Late Fee" or "Rebuilding Fee").
Automatically add Late Fee: You can set the number of days after a subscriber turns "Past Due" for the late fee to be applied (e.g., "4 days after subscriber turns Past Due"). This fee will then be applied in every subsequent billing cycle if the subscriber remains past due.

Q5.2 How can I set conditions for charging a late fee based on balance?

You can choose to "Charge a late fee only if the subscribers Balance Forward is more than" a specific flat rate. You also have the option to base this on "Balance Forward" or "Balance Due". This prevents charging late fees for very small outstanding amounts.

Q5.3 Can late fees be added to a new custom invoice?

Yes, you can enable the option to "Add the late fee to a new custom invoice" if you prefer to have the late fee appear on a separate invoice rather than integrated into the main recurring invoice.

Q5.4 Are there any exclusion criteria for applying late fees?

Yes, you can exclude subscribers from late fees based on these criteria:

"Exclude subscribers that had a 0 balance in the last X day(s)": This prevents late fees for subscribers who recently cleared their balance.
"Exclude subscribers that have a service activation in the last X day(s)": This can be useful for new subscribers or those who recently had a service activated, providing a grace period.

Q5.5 Can additional late fees be applied for different billing frequencies?

Yes, you can set an option to "Add an additional late fee each subsequent month that Quarterly, Semi-annual and Annual Subscribers are late." This allows for different late fee schedules for subscribers on longer billing cycles.

6. Taxes

Q6.1 What general settings are available under the "Taxes" tab?

The "Taxes" tab allows you to manage all tax-related configurations.

Software Label: You can customize the name for your taxes (e.g., "Taxes," "Taxes and Fees," or "Tax").
Export to CSV: You can export your existing tax details to a CSV file.
Required selection upon adding a new subscriber: This forces a tax selection when creating new subscriber accounts.
Display charges as items on the invoice: This determines if tax charges are shown as separate line items on the invoice for transparency.

Q6.2 How do I add a new tax and what are the key configuration fields?

To add a new tax, click the blue "+" (Add New) button at the bottom of the page. You will configure the following:

Name and Description: For identifying the tax.
Criteria: Defines the conditions under which the tax applies (e.g., City, State, Registrar, Registration Code, VA Group, Initial Access Point, Common Site Name). You can use "Add/Remove Criteria" to add multiple conditions. Operators like "Equal," "Not Equal," "Last X Days," "Last X Months" are available.
Tax Rate: The percentage of the tax (e.g., 7%, 6.5%).
"Use this setting for new subscribers that do not qualify for any tax settings": This applies a default tax to subscribers who don’t meet other specific tax criteria.
Exemption: You can set a tax exemption up to a specific amount per subscriber per month and apply it to various service types (e.g., Internet services, package items with specific service types, equipment, custom invoice items, setup fees, wireless usage). For example, you might set a $25 exemption for Internet service package items in Texas.

7. Accounting Controls

Q7.1 What is the purpose of "Automatically close invoices"?

This feature automates the closing of invoices, which is crucial for maintaining accurate accounting records and preventing further changes to past invoices. You can configure invoices to close:

"when it is Paid-Up": The invoice closes once the full payment is received.
"X day(s) after its Invoice Date, at X PM": The invoice closes after a specified number of days from its invoice date at a particular time.
"0 day(s) after sending to print house or by email to a subscriber": The invoice closes immediately after being sent out, either physically or via email.

Q7.2 How do "Warn Users on Closed Books" and "Allow changes after viewing the warning" work?

This feature helps maintain the integrity of your accounting data by preventing accidental changes to past financial periods.

"Automatically warn users on closed books": When enabled, users will receive a warning if they attempt to make changes to a period that has been marked as "closed."
Closing Date: You manually set the date up to which the books are considered closed (e.g., the last day of the previous month).
"Allow changes after viewing the warning": This option allows users to proceed with changes after seeing the warning.
"Allow changes after viewing the warning and entering a password": This adds an extra layer of security by requiring a password to make changes to closed books. This is highly recommended for stricter control.

Q7.3 What are the different "Statement Options" available?

Statement options control how information is displayed on subscriber statements and invoices.

"Automatically unsuspend even if the payment made online covers only the balance forward": Allows for automatic unsuspension of a subscriber even if their online payment only covers the balance forward (previous outstanding balance), not necessarily the full current invoice.
"Display balance due as positive on PDF invoices and Account Manager statements": Determines whether the balance due is shown as a positive or negative amount. Some ISPs prefer a positive display for clarity.
"Display statement date range: X months": Sets the historical period covered by the statement.
"Display subscriber billing contact number on PDF invoices": Includes the subscriber’s contact number on their PDF invoices.
"Include service term dates on PDF invoices and on the Account Manager": Shows the start and end dates of the service term, providing clarity on contract periods.
"In the subscriber’s Account Manager > Check My Statements > Accounting Transaction Register, display the Amount Due for negative invoices as 0.00": Ensures that negative invoice amounts are displayed as zero in the transaction register for consistency.
"Display the current invoice by default upon viewing the Packages & Invoices tab": Ensures that when a subscriber views their invoices, the current one is shown by default, rather than a future or past invoice.
"Include status of the Invoice on PDF Statements": Displays the current status of the invoice (e.g., Paid Up, Past Due, Suspended) directly on the PDF statement.
"Include past terms in current invoice": Allows for the inclusion of billing terms from previous periods on the current invoice.
"Display page numbers on PDFs": Adds page numbers to multi-page PDF invoices.

These settings collectively ensure accurate, transparent, and user-friendly invoicing and statement generation. All configurations made in these tabs are interconnected and ultimately affect the subscriber’s billing schedule and overall account management.

Chart of Accounts

Frequently Asked Questions (FAQ) on Chart of Accounts

The Chart of Accounts (COA) is a fundamental component of a company’s financial system. It acts as an organized list of all financial accounts used to record transactions. This FAQ will guide you through understanding, accessing, and utilizing the Chart of Accounts.

What is a Chart of Accounts (COA)?

The Chart of Accounts (COA) is a structured list of all the financial accounts a company uses to record and categorize its transactions. Think of it as a comprehensive index or a roadmap of your business’s financial structure. It allows you to categorize and journalize transactions, making it easier to track and report your financial activities.

How does the COA relate to financial statements?

The COA is directly related to your primary financial statements: the Balance Sheet and Income Statement. Accounts within the COA are typically grouped into five main categories:

Assets: What the company owns (e.g., cash, equipment, inventory).
Liabilities: What the company owes to others (e.g., loans, accounts payable).
Equity: The owners’ stake in the company.
Revenue: Income earned from business activities.
Expenses: Costs incurred in running the business.

These categories help organize your financial data, providing a clear picture of your company’s financial health.

What is the purpose of account codes in the COA?

Each account in the COA is usually assigned a unique numeric or alphanumeric code. This numbering system helps in quickly identifying and locating specific accounts, streamlining data entry, and facilitating financial reporting. For instance, you might have a "Cash" account with code "1000" or a "Sales Revenue" account with code "4000".

How does the COA differ from the General Ledger?

While closely related, the COA and the General Ledger serve different purposes:

The Chart of Accounts tells you what accounts are available for use. It’s the blueprint of your financial structure.
The General Ledger is the central record where all individual financial transactions are posted. It shows what activity has occurred in those accounts over a period.

Essentially, the COA defines the structure, and the General Ledger populates that structure with actual transaction data.

How do I access the Chart of Accounts?

You can access the Chart of Accounts by following these steps:

Click on the 9-dot menu (also known as the app launcher).
Navigate to the Billing tab. 3. Select Chart of Accounts.

What information is displayed on the Chart of Accounts page?

By default, the Chart of Accounts page will display:

A search bar to quickly find accounts.
A table showing the Code, Description, and Type for each account.
The page also includes pagination, allowing you to display different numbers of rows per page and navigate through various pages of accounts.

How can I add a new account to the Chart of Accounts?

To add a new account:

From the Chart of Accounts section, click on the "Add New Account" button (a blue plus sign with the text "Add New Account").
In the "Add Account" pop-up:
- Specify the Code for the new account. This is a required field.
- Provide a Description for the account. This is also a required field.
- Select the Type of account from the dropdown list. This list can be edited to include custom account types such as Assets, Liabilities, Equity, Revenue, or Expense.

How can I customize account types?

The Chart of Accounts is highly customizable. You can edit the list of account types to fit the specific needs, industry, and complexity of your business. This ensures that your COA accurately reflects your unique financial operations.

How is the Chart of Accounts used with items?

The Chart of Accounts is very useful in managing items within the system:

Go to the 9-dot app launcher.
Navigate to the Billing tab.
Select Items.
When you click on any existing item, or add a new one, you’ll find an "Account" section under the "Item" tab. 5. Here, you can specify the account tagging or account code from your Chart of Accounts.

This allows you to easily apply the correct account category to all items added in the system, simplifying financial tracking and reporting.

User Story: Streamlining Product Sales Tracking with COA

Scenario: A small internet service provider (ISP) wants to accurately track the revenue generated from different service packages.

User: Maria, the Billing Manager.

Problem: Maria needs a clear way to categorize and report the income from various internet packages (e.g., "LTE Package 1," "Fiber Basic," "Premium Bundle") to understand which services are most profitable.

Solution using Chart of Accounts:

Setting up the COA: Maria accesses the Chart of Accounts. She ensures she has distinct "Revenue" type accounts for her different service offerings. For example:
- Code: 4001, Description: LTE Package Revenue, Type: Revenue
- Code: 4002, Description: Fiber Service Revenue, Type: Revenue
- Code: 4003, Description: Premium Bundle Revenue, Type: Revenue
Tagging Items: Maria then goes to the Items manager. For each service package she has configured, she assigns the corresponding Chart of Account code in the "Account" section. For instance, for "LTE Package 2," she assigns the account "ABD-0002" (which in her COA is set up as a revenue account for a specific service).
Outcome: Now, every time an "LTE Package 2" is sold, the system automatically tags that revenue to the "ABD-0002" account. This allows Maria to easily:

Generate reports that show the exact revenue generated by each service package.
Analyze profitability for individual services.
Simplify financial reconciliation at the end of the month, as all sales are automatically categorized.

This demonstrates how the Chart of Accounts acts as a powerful tool for categorizing and managing specific items, ultimately impacting financial reporting and accounting efficiency.

Forms

Frequently Asked Questions (FAQ) about the Forms Section

What is the Forms section and how do I access it?

The Forms section is where you can customize the appearance and content of your billing documents such as invoices, statements, receipts, credit memos, and debit memos. You can access it by clicking on the 9-dot menu (app launcher), then navigating to the Billing tab, and finally selecting Forms.

What aspects of my billing documents can I customize in the Forms section?

You have extensive control over various elements:

Logo: You can upload your company’s logo, which will appear at the top right of your invoices, statements, receipts, and memos.
Color: Adjust the color scheme of your documents to match your branding.
Date Format: Choose your preferred date format (e.g., MM/DD/YYYY) for consistency across all documents.
Messages: You can add custom text to different areas of your documents:
- Invoice Message: This message appears in a prominent box on your invoices. It’s great for important announcements, special offers, or detailed explanations related to the invoice itself. For example, you could embed a link to a new online payment portal.
- Statement Message: Similar to the invoice message, this text is displayed on your statements.
- Custom Message: This message is placed in the middle-bottom section of your invoices and receipts. It’s suitable for general information, greetings, or a more personalized touch.
- Payment Message: This message appears outside the typical content area, usually at the bottom of your invoices and receipts. It’s ideal for payment instructions, terms, or important reminders.

How can I see how my changes will look before saving them?

The Forms section includes a convenient Preview function. You can click on different document types (Invoice, Statement, Receipt, Credit Memo, Debit Memo) within the preview to see real-time how your custom messages, logo, and other settings will appear on the final PDF.

What are the "AutoPay setup options" and how do they work?

The software allows you to display specific AutoPay options on subscriber invoices, payment memos, receipts, and quotes, depending on whether the subscriber’s AutoPay is enabled or disabled. This helps guide subscribers on payment methods.

For subscribers with AutoPay enabled: A checkbox option will appear saying: "DO NOT PAY. Your account is setup for autopay." This helps prevent subscribers from accidentally making a manual payment when AutoPay is already active.
For subscribers with AutoPay disabled: Subscribers will see options to:
- "Bill my Credit Card"
- "Automatically deduct from my checking account. (Attach a voided check)"
  These options encourage them to set up automatic payments for convenience.

Can you give an example of how the message fields are used?

Certainly! Imagine you want to announce a new policy and provide specific payment instructions.

You could use the Invoice Message to state: "Effective [Date], our service terms have been updated. Please review the new terms on our website." This places crucial information directly on the invoice.
For the Payment Message, you might add: "Please make checks payable to Visp.NET and mail to [Your Company Address] by the due date." This provides clear payment instructions separate from the main invoice details.
The Custom Message could be a friendly reminder like: "Thank you for being a valued customer!" This adds a personal touch to the bottom of the document.

By utilizing these distinct message areas, you can convey various types of information effectively on your billing documents.

Items Manager

Managing items is essential for accurate billing and service provisioning. The Items Manager allows you to create, configure, and track various types of items, ensuring flexibility and control over how services and products are charged and presented to subscribers.

Frequently Asked Questions (FAQ)

What is the Items Manager and how do I access it?

The Items Manager is a tool that allows you to create and manage various items for billing, such as custom charges, equipment, fees, packages, and services. You can access it by navigating to the 9-dot menu (app launcher), clicking on the Billing tab, and then selecting Items.

What features are available in the Items Manager interface?

The Items Manager interface provides several key features:

Search bar: Allows you to quickly find specific items.
Item type filters: Buttons for "Custom," "Equipment," "Fee," "Package," and "Service" to categorize and filter items.
"Add new item" button: To create new items.
Columns: Displays "ID," "Code," "Type," "Rate," "Tax," and "Active" status for each item.
Hamburger menu: (first column) Allows you to add or remove columns and export data to CSV.

How do I add a Custom Item?

To add a custom item:

Click on "Add new item."
Set the "Type" to "Custom."
Enter a "Code" (a memorable identifier).
Provide a brief "Description."
Optionally, select an "Account" from your chart of accounts for categorization.
Ensure the "This item is active" toggle is on.
The "Date Added" will default to the current date.
Click "Add."

What are the available settings for an item’s Rate?

After creating an item, you’ll see a "Rates" tab. Here, you can define the charge type and amount:

Rate Option: Choose from:
- Non-Recurring Flat Rate: A one-time charge.
- Recurring Flat Rate: A charge that repeats at regular intervals.
- Percent Based (Invoice Item): A percentage of a specific invoice item.
- Variable Quantity: Price depends on the quantity.
- Variable Rate: Price can vary.
- Percent Based (Balance Forward): A percentage of the forward balance.
- Percent Based (Balance Due): A percentage of the current balance due.
Amount: Specify the monetary value for the selected rate option.
"Allow custom rates per subscriber" checkbox: Enables customization of the rate for individual subscribers.

How do I configure tax settings for an item?

The "Tax" tab allows you to define how taxes are applied:

Non-taxable: The item is not subject to tax.
Use Subscriber’s Tax Settings: The item inherits tax settings from the subscriber’s profile.
Avalara Tax: Integrates with Avalara for tax calculation. If selected, you can specify:
- Transaction Type
- Service Type
- Discount Type
- "Price Includes taxes" checkbox: To indicate if the displayed price already includes taxes.

What is Access Restriction and how does it work?

The "Access Restriction" tab allows you to control which application users can access or add a specific item to invoices. By switching on the toggle, you can select specific users from a list. If switched off, there are no restrictions.

What information is available in the Activity log?

The "Activity" tab provides a log of all changes made to the item’s settings. It displays the Date, Type of change (e.g., ADD, CHANGE), Details of the change, and the App User who made the change. A search bar is available to filter the activity log. This is useful for auditing and reverting unintended changes.

How is adding an Equipment item different from a Custom item?

When adding an "Equipment" type item, an additional switch called "Invoice item on add" appears. This allows you to charge for the equipment as an invoice item without necessarily adding the physical equipment to the subscriber’s equipment profile. The rates, tax, access restriction, and activity tabs remain similar to custom items.

What is Automation for Fee-based items?

When you add a "Fee" type item, an "Automation" tab becomes available. This feature allows you to specify events that can trigger this fee. For example, a fee can be automatically applied based on a "Subscriber Suspension."

How are Package items configured, and what are their unique features?

Adding a "Package" type item introduces several unique features:

Package Items: You can add "add-on" items to the package, such as "Equipment Rental." For these add-ons, you can choose to:
- Bill separately
- Auto-Suspend
- Auto-Reverse
Legacy Package Configurations: For packages created through the "Billing tab > Packages" route, you might see a "Legacy Package Configurations" tab. This provides access to settings for older package setups, including Services and Package Hibernation options.
Options Tab: This tab provides advanced settings for packages, including:
- Package Type: Residential or Business.
- Display in Signup Server:
- Require Credit Card Payments Upon Signup:
- After a successful signup: Activate package services, invoice the package.
- Location ID:
- Enable location-based router login:
- Invoice Display Settings: Allows you to select specific information to display on the customer’s invoice for this package, such as "Bill to Information," "Internet Service -> (Main) Device Description," "Package -> Description," and "VoIP service -> VoIP PTNs."

What is the limitation for Service type items?

By default, "Service" type items cannot be immediately activated upon creation. They can only be set to active when they are associated with an active service profile. This implies a dependency on other service configurations within the system.

What are the benefits of using the Items Manager?

The Items Manager is a powerful tool that offers several benefits:

Centralized Item Management: All billing-related items are created and managed in one place.
Flexibility in Pricing: Supports various rate options (flat, recurring, percentage-based) and allows custom rates per subscriber.
Accurate Tax Calculation: Integration with Avalara ensures correct tax application.
Access Control: Restrict item access to specific users for better security and control.
Auditing and Tracking: Activity logs provide a clear history of changes for accountability and troubleshooting.
Streamlined Billing: Ensures that all necessary items are configured before being added to invoices or subscriber profiles, simplifying the billing process.

Payments

It sounds like you’re looking for an FAQ document about the Payments section of the software, covering Payment Controls and Payment Gateways, with detailed explanations and use cases based on the provided screenshots and descriptions. Let’s break this down into a comprehensive FAQ.

Payments Section: Frequently Asked Questions (FAQ)

The Payments section of the software offers robust control over payment processing, from automatic applications to managing various payment gateways. You can access this section by navigating to the 9-dot menu (app launcher), clicking on "Billing," and then selecting "Payments." The Payments section is divided into two main tabs: Payment Controls and Payment Gateways.

1. Payment Controls

Payment Controls allow you to manage how payments are applied, handle autopay settings, and define accepted payment methods.

1.1 Payment Distribution

Q1: What is "Auto-apply payments to invoices (oldest first)"?
A1: This feature ensures that payments received are automatically applied to your subscribers’ outstanding invoices using a FIFO (First-In, First-Out) method. This means the oldest invoices will be paid first.

Q2: How does "Auto-apply autopay and account portal payments to invoices" work?
A2: When this option is enabled, any payments made via autopay or through the subscriber’s account portal will be automatically assigned to their invoices by default.

Q3: Can account credits be automatically applied to invoices?
A3: Yes, with the "Auto-apply any account credits as payments on invoice generation" option, any existing account credits a subscriber has will be automatically applied as payments when new invoices are generated.

Q4: What happens to reversed credits?
A4: The "Auto-apply reversed credits to the next open invoice" option allows for any credits that were previously applied and then reversed to be automatically applied to the subscriber’s next available open invoice.

1.2 Autopay

Q5: How do I enable autopay processing for my subscribers?
A5: To enable autopay processing, check the box for "Enable Autopay processing for my subscribers." This activates the automatic payment collection feature.

Q6: Can autopay process payments for suspended, hibernated, or inactive subscribers?
A6: Yes, you can configure autopay to include these subscriber types by checking the respective boxes:

"Include Suspended subscribers when performing Autopay processing."
"Include Hibernate subscribers when performing Autopay processing."
"Include Inactive subscribers when performing Autopay processing."

Q7: What happens if an autopay credit card transaction fails?
A7: You can set the system to "By default, automatically retry processing unsuccessful autopay credit card transactions." You can specify the retry frequency (e.g., once every 3 days) and the maximum number of retries (e.g., up to 15 times).

Q8: What are the options for Autopay in the Online Signup and Account Manager?
A8: For both the Online Signup and the Account Manager, Autopay can be configured as:

Off: Autopay is not available.
Optional: Subscribers can choose whether to enable Autopay.
Required: Autopay is mandatory for subscribers.

1.3 Payment Options

Q9: What payment options can the system accept?
A9: The system allows you to accept various payment options, including major credit cards (Visa, MasterCard, AmEx, Discover), tokens, PayPal, EFT (Electronic Funds Transfer), and eCheck. You can select which options to accept by checking the corresponding boxes.

2. Payment Gateways

The Payment Gateways tab is where you activate and configure the specific payment processors you wish to use for your account. You can have more than one payment gateway active and switch between them based on the payment options available for each subscriber.

2.1 NACHA

Q10: What is NACHA and what is it used for?
A10: NACHA (National Automated Clearing House Association) is primarily used for ACH (Automated Clearing House) processing, which facilitates electronic funds transfers. In this software, NACHA functionality is generally for generating reports that are sent to the bank for ACH processing.

Q11: What information do I need to set up NACHA?
A11: To set up NACHA, you’ll need to provide details such as:

Immediate Destination Routing Number and Immediate Destination Name (Bank Name)
Immediate Origin Routing Number and Immediate Origin Name
Company Name (Batch header) and Company ID Number (Batch header)
Company Entry Description (Batch header) and NACHA File Type (either Balanced or Unbalanced)
Bank Account No. (Offset Entry), Account Type (Offset Entry) (Savings or Checking), Routing Number (Offset Entry), and Description (Offset Entry).

Q12: Can I set NACHA as the default for eCheck and receive notifications?
A12: Yes, you can set NACHA to be Active and Default for eCheck. You can also choose to Notify when daily manual payments are posted and specify who will receive email notifications when daily NACHA files are generated.

Q13: Who should I contact for NACHA setup assistance?
A13: For assistance with NACHA setup, you can call Visp.net at 541-955-6900.

2.2 IP Pay

Q14: What are the key options available for IP Pay?
A14: IP Pay offers various options including:

Active/Inactive Switch: To enable or disable the gateway.
Default for Credit Card: To set it as the primary gateway for credit card processing.
Default for E Check Processing: To set it as the primary gateway for eCheck processing.
Require CVV when entering card information: Enhances security by requiring the Card Verification Value.
Sync option to sync customer billing contact charges: Helps maintain consistent billing information.
Charge a processing fee: Allows you to add a fee to credit card payments, associated with a specific item created in the items manager.
Allow credit card and E check payments to be refunded: You can specify the number of days after posting (maximum 90 days) during which refunds are allowed.
Account Updater: Automatically updates expired card details or changed card information directly from the bank, preventing payment failures due to outdated card information.
Voiding payments for ACH rejects automatically: This is for ACH processing that may have failed.
Monitor transactions: For a specified number of days.

Q15: Can I set up email notifications for IP Pay transactions?
A15: Yes, you have the option to set who can receive email notifications in the system for IP Pay.

Q16: Can I create alerts on subscriber records for specific events with IP Pay?
A16: Yes, you can "Auto raise or auto create an alert on the subscriber record" if a specific event happens. You can also specify the app users to be alerted, set it as user dismissible, determine the severity, and add an alert message.

Q17: Who should I contact for IP Pay setup?
A17: For setting up IP Pay, including username, password, account updater URLs, and sign-in keys, you should reach out to your Visp client success team.

2.3 Authorize.Net

Q18: What are the essential credentials for Authorize.Net setup?
A18: To set up Authorize.Net, you’ll need a Login Key and a Transaction Key.

Q19: What functionalities does Authorize.Net offer within the software?
A19: Authorize.Net allows you to:

Enable/Activate the gateway.
Set it as Default for Credit Card and Default for E Check.
Charge a processing fee when processing a credit card payment.
Allow credit card and E check payments to be refunded even after the payment has been posted.

2.4 PayPal

Q20: What is required to enable PayPal as a payment gateway?
A20: Enabling PayPal requires additional configuration. You’ll need to enable PayPal payments in the Account Manager and the Sign-up Server. You’ll also need your PayPal Client ID and PayPal Client Secret.

Q21: What are the primary settings for PayPal?
A21: Similar to other gateways, you can:

Enter your username.
Set it as Active.
Set it as Default for Credit Cards and Default for E Check.
Charge a processing fee for credit card payments.
Enable PayPal payment on account manager and sign up.

Q22: Who should I contact for PayPal configuration assistance?
A22: For assistance with PayPal configuration, reach out to your Visp client success team.

2.5 Propay

Q23: What is important to know about automatic payment processing with Propay?
A23: For successful automatic payment processing with Propay, credit cards saved in the UBO (Ultimate Back Office) or the Vista app must already have corresponding tokens on Propay. If tokens are not present, the credit card information will need to be re-entered in UBO/Vista to generate them.

Q24: Can I view lists of credit cards or eChecks without Propay tokens?
A24: Yes, the system provides links to view lists of credit cards and eChecks that do not have corresponding Propay tokens.

2.6 Oriental Bank

Q25: What is unique about the Oriental Bank payment gateway?
A25: The Oriental Bank gateway is specifically for Puerto Rico. It offers additional configuration options and is best suited for businesses in Puerto Rico with a large number of subscribers.

2.7 Stripe

Q26: What is needed for Stripe payment processing?
A26: Similar to Propay, Stripe requires tokens to be available first. You will also need your Stripe secret key.

Q27: What functionalities are available with Stripe?
A27: With Stripe, you can:

Set the option as Active.
Set it as Default for Credit Card and Default for E Check.
Charge a processing fee.
Allow credit card and E check payments to be refunded.

2.8 Plug and Pay

Q28: What is the primary characteristic of Plug and Pay for automatic payments?
A28: Plug and Pay can handle automatic payment processing as long as the necessary tokens are available and the Plug and Pay gateway is enabled. Its options are similar to other gateways.

Service Profile

No worries, here are some FAQs about the Service Profile feature:

Frequently Asked Questions (FAQ) – Service Profile

What is the Service Profile feature?

The Service Profile feature, found under the Billing tab, appears to be a section within the software where users can define and manage different service types and their associated items for billing purposes. It allows for the creation of new service profiles, specifying details like name, description, service type, and the items to be charged.

How do I access the Service Profile section?

You can access the Service Profile section by navigating to the app launcher (the 9-dot menu), clicking on the Billing tab, and then selecting Service Profile.

What information can I see and manage within a Service Profile?

When you access the Service Profile page, you’ll see a search bar to look for existing profiles and an "Add New Service" button. For each service profile, you can typically specify the Name, Description, Type, and Item that will be charged. You can also indicate if the service profile is Active or if the service should be excluded from invoicing.

What is a "Service Type" and how does it relate to the Service Profile?

A Service Type is a classification within the Service Profile feature. It appears that services must be enabled for usage in an extension to be used as a service type. The default configuration also suggests that the service type skips default configuration requirements. It seems you need to create these service types first in the Profiles service profile section.

What does "Active Account Count" mean in the Service Profile?

While not explicitly detailed, "Active Account Count" likely refers to the number of active accounts currently associated with or utilizing a specific service profile. As the screenshot shows "No Data Available…", this column would presumably populate with numbers once service profiles are actively in use.

Why am I seeing "No Data Available…" in the Service Profile list?

The "No Data Available…" message, as seen in the provided screenshot , indicates that no service profiles have been created or configured yet in your system. This is a normal state if the feature hasn’t been used.

Can I activate an item within a Service Profile if its associated service profile isn’t active?

No. Service type items can only be set to active if they are associated with an active service profile. This suggests a hierarchical relationship where the service profile’s active status dictates the activeness of its constituent items.

Who should I contact for more detailed information about the Service Profile feature?

As this feature appears to be still under development or its complete process is not yet fully documented, for any further questions or more in-depth details regarding the Service Profile feature, please reach out directly to the Visp Client Success team.

Packages

Here’s an FAQ section based on the provided information about the "Packages" section of the software:

Packages Section FAQ

This section provides answers to common questions about configuring and managing packages within the system, covering various settings like billing, tax, options, alerts, provisioning, and network authentication.

General Package Settings

Q1: How do I access the package settings?
A1: To access package settings, navigate to "The Night That Moon You," then click on "Billing," and finally select "Packages."

Q2: What are the two main tabs under "Packages"?
A2: Under "Packages," you will find two main tabs: "Packages" and "Vportal." This FAQ focuses on the "Packages" tab.

Q3: Can I define packages as residential or business?
A3: Yes, from the "Packages" section, you can configure your packages as either "Residential" or "Business" using the "Package Type" dropdown.

Q4: How do I add a new package?
A4: To add a new package, click on the blue plus icon with the text "Add New."

Q5: What basic information is required when creating a new package?
A5: When creating a new package, you need to provide a "Package Name" (the label for your package) and a "Package Description" (which can include details like upload and download speed). You can also list "Package Includes" for additional items like routers.

Q6: What is the "Exclude this package from invoicing" option?
A6: If you select "Exclude this package from invoicing," no invoice will be generated for customers using this specific package. However, other packages applied to the customer’s account will still be billed if this option is not toggled.

Q7: Can I set up one-time charges and recurring fees for a package?
A7: Yes, you can specify a "Setup Fee" (a one-time charge) and recurring fees for "Monthly," "Quarterly," "Semi-annual," and "Annual" billing cycles.

Q8: What does "Allow custom pricing per subscriber for this package" mean?
A8: This option allows you to set a unique, custom price for the package for each individual subscriber to whom it is applied.

Q9: What types of services can be included in a package?
A9: The system supports a wide range of services, including: AT&T DSL, Accelerated Dial-up, Alien Cable, Centrelink DSL, Custom, DIRECTV, Dial-up Network, Email, Fiber Circuit, Hosting, Independent Alias, Independent Dial-up Network, Independent Email, Independent Hosting, Internet, Internet Hotspot, LTE, Labor, Other Connection, Other Service, Prepaid Support Event, Satellite, Sodacloud IPTV, TV, VoIP, and VPN.

Q10: How do I add or remove services from a package?
A10: Click on "Add/Remove Services" to select or deselect the services you want to include in the package. For many ISPs, "Internet" is a standard choice.

Q11: What are "FCC Tech Code" and "USOC" for services?
A11:

FCC Tech Code: This field offers various options based on your FCC technical code, which is important for fixed wireless businesses.
USOC (Universal Service Order Codes): These are typically 3 to 5 character codes used to describe a specific product, service, or data element, particularly in fixed wireless businesses.

Q12: How do I save my new package settings?
A12: After configuring your package, click "Save." You can also click "Restore" to cancel any adjustments.

Tax Settings

Q13: What tax options are available for packages?
A13: The "Tax" tab offers the following options: "None," "New Subscriber Tax Setting," "Custom Package Settings," and "Avalara Tax." You must click "Apply" to implement your selection.

Q14: Can I apply tax to setup fees and excess usage charges?
A14: Yes, you can apply default package tax settings to "Setup Fee" and "Excess Usage Charge" by checking the respective boxes.

Options Settings

Q15: What is the purpose of the "Options" tab?
A15: The "Options" tab covers various critical settings for your package, including online settings, sign-up server configurations, account manager visibility, package devices, and package hibernation.

Q16: What does "Sign Up Server" refer to?
A16: If you toggle "Sign Up Server," your package will be displayed on the sign-up server. You can use the dropdown to specify if it should display options for Dial-up, DSL, or Internet.

Q17: What are the available settings under "Sign Up Server"?
A17: Under "Sign Up Server," you can choose to "Require Credit Card on Signup," "Require payment on signup," and indicate if it "Participates in the ACP (Affordable Connectivity Program)." Note that the ACP ended as of June 1, 2024.

Q18: Can I request additional information during sign-up?
A18: Yes, you can request additional information such as "SIM Card image" and "Modem Sticker image with IMEI number and MAC address."

Q19: What happens after a successful sign-up?
A19: After a successful sign-up, you have the choice to either "Activate the package services" or "Invoice the package."

Q20: What is the "Location ID" field used for?
A20: The "Location ID" field allows you to group certain packages or authenticate them simultaneously for a specific location.

Q21: What does "Account Manager: Include this package in the list of packages available" mean?
A21: This setting makes the package visible in the Account Manager, allowing subscribers to upgrade or downgrade to it if necessary.

Q22: What are the "Package Devices" settings?
A22: In "Package Devices," you can allow up to three unique devices to authenticate (this number can be changed). You can also require subscribers to re-enter their username and password every X days and allow for same-device login in a non-multi-MAC setup.

Q23: What is "Package Hibernation" and its uses?
A23: Package hibernation allows you to temporarily suspend a customer’s package. You can:

Set a limit on the number of times hibernation is allowed.
Define a minimum hibernation length in days.
Allow reactivation via RADIUS Hotspot.
Require username and password to reactivate.
Allow hibernation limits to be modified per subscriber.
Allow UBO app users to supersede these hibernation settings.
Allow subscribers to hibernate/reactivate the package in Account Manager.
Set auto-hibernate options in Account Manager (at the end of the term or on a specific date).
Send notification emails for hibernation/reactivation.

Alerts Settings

Q24: What is the "Alerts" tab for?
A24: The "Alerts" tab allows you to configure subscriber alerts, such as when there are more sign-ups for a specific package. You can typically copy existing alert configurations as needed.

Provisioning Settings

Q25: What is the primary function of the "Provisioning" tab?
A25: The "Provisioning" tab is used to configure settings related to third-party devices and internet service provisioning.

Q26: How do I set internet speed limits for a package?
A26: Under "Provisioning," you can enable "Speed Limits" and then specify the "Download Speed" and "Upload Speed" for your package. If this option is turned off, the speed is unlimited.

Q27: Can I configure burst speeds and throttling?
A27: Yes, you have options to set "Down Burst," "Up Burst," and "Burst Time." You can also configure throttling "After" a certain amount of gigabytes and specify a "Throttle To" lower download and upload speed. There’s also an option to "Disconnect" the customer.

Q28: Can speed limits and throttling be modified per subscriber?
A28: Yes, you can allow speed limits and throttling to be modified on a per-subscriber basis.

Q29: What is "HyperRADIUS" used for?
A29: "HyperRADIUS" can be used to set speed attributes in MikroTik Simple Queues.

Q30: What are the options for "Internet Usage Based Billing"?
A30: This feature allows you to:

Limit by auto-charge or extension.
Enable data limits.
Limit by number of hours per month (with auto-charge or disconnect options).
Limit by megabytes per month (bandwidth-based, with auto-charge).
Disable limits for a specified number of days for new subscribers.

Q31: Can subscribers see their usage in the invoice?
A31: Yes, you have the option to "Show subscriber usage in the invoice."

Q32: What are the "Data Accounting Exclusion Settings"?
A32: These settings allow you to configure data accounting for "Usage Data," "Upload Free," and "Throttled." The columns displayed include "Throttling," "Usage-based Billing," and "Usage Report," depending on the data you want to track.

Network Authentication Settings

Q33: What are "Custom RADIUS Attributes"?
A33: "Custom RADIUS Attributes" can be configured with the assistance of the client success team. This section displays fields for "Vendor," "Attribute," "Value," and "Actions."

Gear Icon Settings (Package Information, Pre-signup Authentication, Top-up Options)

Q34: What information is available when clicking the gear icon?
A34: The gear icon provides access to "Package Information," "Pre-signup Authentication Settings," and "Top-up Options."

Q35: What are "Pre-signup Authentication Settings"?
A35: If enabled, this setting allows devices to connect and capture their MAC addresses at specified "Location IDs." You can define "Access Time," "Access Unit," "Download Speed," "Upload Speed," and more for pre-signup authentication. You can also add additional options.

Q36: What are "Top-up Options"?
A36: "Top-up Options" allow you to enable and configure the ability for subscribers to purchase additional data or time (top-ups) for their current service. This includes setting top-up data amounts, charges, and raising alerts on top-up purchases.

Billing Settings Q&A