 | Many of the following fields can be hidden from the user based on the template chosen. See the topic on service templates for more information. |
Services |
Previous Top Next |
Menu Navigation
Lists ... Billing ... Services
Activities ... Billing ... New Service
About Services
The service record is used to record information about a recurring service that is being rendered to a customer, and to charge the customer for that service. Each service record contains information concerning that particular customer's service, as well as the service plan that customer is being charged under. The recurring charges for this service plan are held in a separate tab, under which additional sundry charges can be added.
In this Topic
Field by Field Help - Services screen
Related Topics
9.1 Billing Groups
9.4 Service Plans
Field by Field Help - Services screen
Buttons
View Activity Log
Click this button to view the activity log for this service record, which denotes any changes made to any field in the record.
Attach documents to this record
Click this button to view or attach documents to this record in the Intellifile Explorer.
General
Service Template
Select the service template to which the service belongs. Selecting this template will pre-fill other items in the service record.
| Many of the following fields can be hidden from the user based on the template chosen. See the topic on service templates for more information. |
Account Number
Enter or select the account number for the customer that is being billed for service.
Billing Status
| Active | The service is active and the customer will be billed. |
| Suspended | The service is temporarily inactive and the customer will still be billed. |
| Inactive | The service is inactive and the customer will not be billed. |
Billing Cycle
Choose the billing cycle on which this charge should be billed. The options presented here are found on the billing cycle tab of the customer's particular billing group, and will control the frequency and quantity of recurring charges.
Commencement Date
Choose or enter the date on which billing should begin for this service. A blank entry indicates that this item should begin billing immediately. The choices in the list reflect the start dates for upcoming billing periods.
Termination Date
Choose or enter the date on which billing should end for this service. A blank entry indicates that this item should continue to bill indefinitely. The choices in the list reflect the end dates for upcoming billing periods.
Figure 9-3. Service record
Prepaid Through Date
Choose or enter the date on which billing has been paid through when initially entering the service record. This field will only be visible until a billing has been run that affects this service record.
Extended Description
Enter the extended description for this service. Any description entered here will appear on the recurring charge items created in the recurring charge tab, and accordingly, on the customer statement. Customers with multiple recurring charges will have the charges sorted by the extended description on their statement.
| The prompt used by ManageMore in place of the Extended Description is determined by the service template setup. |
Billing Reference
Enter a billing reference note. This billing reference will appear on the recurring charge items created in the recurring charge tab, and accordingly, on the customer statement.
Service Plan Code
Enter or select a service plan code for this customer. The recurring charges related to this plan will automatically be filled on this service record.
Promotion Code
Enter or select the service promotion code that is to be used to reduce the recurring billing amounts for a predetermined number of billing periods.
Contract Number
Enter the contract number for this customer, if desired.
Contract Start Date
Enter or select the date on which the service contract period begins.
Contract End Date
Enter or select the date on which the service contract period ends.
Dealer Account
Enter or select the account number for the dealer associated with this service record, if desired.
Address
Copy Customer Address for service address
Check this box to copy address information from the customer record into this service record. ManageMore will copy whatever information below that is found on the customer record.
Company Name/First Middle Last Name
Enter the name(s) to which this service applies. This is generally used when the customer name and the service name are different.
Service Address
Enter the address the service is effective here. This is generally used when the customer address and the service address are different.
Notes
Enter any miscellaneous notes pertaining to this service record here.
Recurring Charges
Plan Code
Displays the code for the service plan this recurring charge belongs to.
SKU Item
Displays the SKU item number for this recurring charge.
Billing Description
Displays the description that will appear on the customer's statement for this recurring charge.
Billed Thru
Displays the date thru which this recurring charge has been billed.
Promo Amount
Displays the price of the recurring charge as defined in the service promotion used on this service record. Will display N/A if the particular recurring charge is not affected by the service promotion.
Billing Amount
Displays the standard billing amount for this recurring charge.
New
Click this button enter a new recurring charge on this service record.
Edit
Click this button to modify the selected recurring charge.
Delete
Click this button to remove the selected recurring charge.
| Q01. | I don't see my question here. Where else can I get information? |
| A01. | Visit our website's Technical Support section. |
 |
|
| © 2015 - Intellisoft Solutions, Inc. All rights reserved. | |
| Other Related Links | |
| Business Software | Cellular Software | Pager Software | Business Management Software |