Product Overview

8

• Product Overview
• Terminology
• Quick Start Guide
• Core Data Model Guide: How Billing Objects Relate
• Month End Close
• Proration Logic
• Rounding Behavior
• Dates in LogiSense Billing

Release Notes

5

• LogiSense Billing 10.8.x.x Release Notes
• LogiSense Billing 10.7.x Release Notes
• LogiSense Billing 10.6.x Release Notes
• LogiSense Billing 10.5.x Release Notes
• LogiSense Billing 10.4.x Release Notes

Accounts

18

• Accounts Overview
• Account Hierarchy
• Account List Screen
• Account Overview Screen
• Account Packages Screen
• Account Settings Screen
• Account Credits Screen
• Account Transactions Screen
• Account Notes Screen
• Account Contacts Screen
• Creating a New Account Screen
• Account Examples
  • Adding Account Contacts Example
  • Adding and Disbursing a Credit Example
  • Adding a Transaction Example
  • Account Package Example
  • Child Account Creation Example
  • Account Contract Example
  • New Account Creation Example

Admin - Configuration

22

• Admin Overview
• Users and Roles
• Owner Configuration Screen
• Email Settings Screen
• Account Types Screen
• Account Status Types Screen
• Contact Types Screen
• Users Screen
• Roles Screen
• Role Groups Screen
• Fiscal Periods Screen
• Admin Examples
  • Password Policy Example
  • Account Status Types Example
  • User Example
  • Role Example
  • Role Group Example
  • Contact Types Example
  • Account Types Example
  • Email Settings Example
  • Branding Example
  • Financial Settings Example
  • Regional Settings Example

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Billing - Configuration

11

• Billing Overview
• Billing Fundamentals
• Bill Runs Screen
• Bill Run History Screen
• Bill Groups Screen
• General Ledger Codes Screen
• Billing Examples
  • Bill Run Auto-Pay Example
  • Billing an Account Example
  • General Ledger (GL) Code Example
  • Bill Run Example
  • Bill Group Example

Contracts & Commitments

8

• Contracts Overview
• Contracts & Commitments
• Early Termination
• Account Contracts Screen
• Account Contract Status Types Screen
• Package Contracts Screen
• Contract Examples
  • Package Contract Example
  • Account Contract Status Types Example

Customer Experience

3

• Customer Experience Overview
• Customer Portal
• Email Templates Screen

Dunning & Collections

9

• Dunning & Collections Overview
• Dunning Fundamentals
• Accounts Receivable Terms Screen
• Payment Terms Screen
• Dunning Rules Screen
• Dunning Examples
  • Dunning Rules Example
  • Accounts Receivable Terms Example
  • Dunning/Payment Overdue Email Template Example
  • Payment Terms Example

Extensibility

9

• Extensibility Overview
• Billing Extension Points
• Field Extensibility
• CRM and CPQ Integration Guide
• Custom Fields Screen
• Plugins Screen
• Custom Tables Screen
• Event Subscription Screen
• Transfer Locations Screen

Importing & Exporting Data

12

• Importing & Exporting Overview
• Bulk Export & Data Delivery
• Archiving Data
• Data Profiles
• Mapping
• Transforms
• Validations
• Debugging
• Data Profiles Screen
• Data Imports Screen
• Data Map Screen
• Import History Screen

Invoicing & Credit Notes

12

• Invoicing & Credit Notes Overview
• Word Invoice Template Mail Merge Tips
• Invoice Lifecycle & Adjustments
• Embedding Reports in Invoice Templates
• Account Invoices Screen
• Account Credit Notes Screen
• Invoice Delivery Screen
• Invoice & Credit Notes Templates Screen
• Invoicing Examples
  • Automatic Naming Example
  • Invoice Management Example
  • Invoice Delivery Example
  • Invoice Template Example

Notifications & Events

5

• Notifications & Events Overview
• Entitlement Provisioning Guide
• Available Events
• Available Event Tokens
• Notifications Screen

Payments

10

• Payments Overview
• Payment Operations Guide
• Payment Lifecycle & Invoice States
• Account Payment Methods Screen
• Account Payments Screen
• Payment Gateway Screen
• Payments Examples
  • Adyen Payment Gateway Example
  • Payments Example
  • Payment Gateway Example
  • Payment Types Example

Pricing

12

• Pricing Overview
• Advanced Pricing Models 
• Product Codes, Price Books and Promo Codes
• Account Price Plans
• Optional Services
• Service State Based Pricing
• Global Add-ons
• Counting Rules
• Product Codes
• Account Price Plans Screen
• Tiered Monthly Recurring Charge
• Counting Rules for Tiered Pricing

Product Catalog

21

• Product Catalog Overview
• Price Books
• Services Screen
• Service Status Screen
• Service Transitions Screen
• Service Types Screen
• Packages Screen
• Package Frequencies Screen
• Package Status Screen
• Counting Rules Screen
• Price Books Screen
• Price Book Regions Screen
• Promo Codes Screen
• Catalog Examples
  • Toll Free & Trunk Groups Products Use Case
  • Global Add-on Package Example
  • Recurring and One Time Charges Package Example
  • Package Status Example
  • Service Example
  • Service Transitions Example
  • Service Status Example
  • Service Type Example

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Regional & Currency Settings

7

• Regional & Currency Settings Overview
• Configuring Countries
• Multi-Currency
• Currency Exchange Screen
• Exchange History Screen
• Regional Examples
  • Currency Exchange Example
  • Locales Example

Reporting & Analytics

5

• Reporting & Analytics Overview
• Financial GL Export and AR Reporting
• Creating A Report From A View
• Generating, Viewing and Downloading Reports
• Reporting Examples
  • Filtering, Generating and Downloading Reports Example

Revenue Recognition

3

• Revenue Recognition Overview
• Revenue Recognition Configuration
• IFRS 15 and ASC 606

Sales Orders

2

• Sales Orders Overview
• Account Orders Screen

Share Plans

5

• Share Plans Overview
• Using Tiered Pricing with Share Plan Add-Ons
• Account Share Plans Screen
• Share Plans Screen
• Share Plan Buckets Screen

Single Sign On

2

• Single Sign On Overview
• Single Sign On Configuration

Taxes

9

• Taxes Overview
• Tax Exemptions
• Usage Aggregate Taxation
• Tax Codes Screen
• Tax Vendor Screen
• Tax Rates Screen
• Service Tax Categories Screen
• Account Tax Categories Screen
• Taxes Example
  • LogiSense Tax Example

Usage & Rating

30

• Usage & Rating Overview
• Usage Fundamentals
• Mediation Fundamentals
• Advanced Rating & Aggregation
• Rounding Rules
• High Watermark Usage
• Dynamic Usage Classes
• Usage Event ReRating
• Rerate-Triggering Changes, RerateNow API, And Monitoring
• Usage Rate Groups Screen
• Usage Rates Screen
• Usage Rate Plans Screen
• Usage Classes Screen
• Usage Class Types Screen
• GeoTree Screen
• Time Periods Screen
• Location Groups Screen
• Usage Data Feeds Screen
• Dynamic Usage Classes Screen
• Import Usage by API
• Usage Exceptions
  • Usage Exceptions
  • Exceptions Screen
  • No UDR Usage Identifier match
  • UDR time does not match time period of UDR Usage Identifier
  • Usage Rate matching UDR not found
  • Usage Rate Group matching UDR not found
  • Usage Rate Plan not defined
  • Final Usage Bill issued
  • Software System Error

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Usage Buckets

8

• Usage Buckets Overview
• Consumption Drawdown
• Entitlements
• Threshold Notifications
• Multi-Class Bucket Tier Calculation
• Billing Activation Rules
• Base Buckets Screen
• Usage Buckets Screen

System Administration

10

• Audit Log Screen
• JSON API Logs
• Usage Rerates Screen
• Jurisdiction Codes Screen
• Webhook Monitor Screen
• Identifier History Screen
• File Transfer Screen
• Security
• Upgrade Strategy
• LogiSense Billing Upgrade Request Process