Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Engagement
  5. Service Desk
  6. Project Management
  7. Automation & Wide-Area-Monitoring
  8. Job Cards
  9. Education & B-2-B online training
  10. Billing and customer statements
  11. Inventory & Asset management
  12. Production management
  13. Human Resources and Payroll
  14. Procurement and Supply chain
  15. Ledgers & Accounting
  16. Reporting and Analytics
  17. Administration & configuration
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Batch Billing

Billing customers typically involve the creation of invoices and statements. In the Orax SDI system there is a Batch Billing function. The Batch Billing function allows you to create a billing batch. A billing batch is a process that is typically run once per month to create invoices and statements for all your customers in a batch format (not one by one).

There are two distinct features of the Batch Billing function. The first is to automatically create invoices based on Billing Configurations setup in the customer record. The second is to generate statements for all your customers and to send them via email.

Billing Configuration & Usage Based Configuration
 In the Financial tab of a Customer Record you can configure a billing setup for each customer. This setup may include monthly charges for services based on the inventory or specific usage based billing items. Usage based billing requires a data source record where the usages are stored and queried for billing purposes. This type of usage based billing has to be configured and often start with custom development. The usages have to be tracked during the month and saved in the usage record. This is the first component. The second component is that usage based billing items have to be created in the Batch Billing configuration tab on the Customers menu to tell the system how to query the usage record. The system needs to know how a usage metric relates to a customer account and how much to charge for it. The third setup component is to allocate a usage based billing item to a customer account. After these 3 setup component are in place the system is able to perform usage based invoice generation in a Batch.

Statement Generation
 When a new batch is created you can tell the system whether it should generate invoices or statements. One of the most common uses for a batch is statement generation as no usage based setup is required. The system will query the customer account ageing records of each customer and generate a statement for each customer in one go in the Billing Batch. Once the statements have been generated you may review them and then send them out in batch via email.

 

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