Customer Account Management

This comprehensive training course is designed to equip billing administrators, customer service representatives, and account managers with the practical skills and knowledge needed to proficiently manage accounts using the LogiSense Billing platform.

Participants will learn how to efficiently create and configure customer accounts, assign packages and products, set up contracts, and apply specialized pricing models. Through a combination of instructional modules and hands-on exercises, users will gain a solid understanding of the account lifecycle within the platform and how to tailor account configurations to meet complex business requirements.

Topics Covered:

• Overview of the account management interface in LogiSense Billing

• Creating and managing customer accounts, including hierarchies and classifications

• Assigning and configuring packages and products

• Setting up and managing account contracts (terms, durations, and effective dates)

• Applying specialized pricing through discounts, overrides, and custom rate plans

• Understanding billing cycles and their impact on account-level invoicing

• Best practices for maintaining and updating account data