Documentation wiki for smartbilling version 5!
¶ 1. Software overview
- 1.1 IntroductionGeneral information about smartbilling software
- 1.2 DefinitionsTerminology and important concepts
¶ 2. Getting started
- 2.0 Login and user setup (draft) Login to the application and setup a user profile
- 2.1 Basic StartBasic setup of a new instance
- 2.2 FAQs (draft) Frequently asked questions from new and experienced users
- 2.3 Use casesCommon use cases for smartbilling
¶ 3. Operating instructions
¶ 3.1 Interface
User interface by modules
¶ 3.1.1 Administration
¶ 3.1.2 Manage tickets & projects
¶ 3.1.3 Manage data
- 3.1.3.1 Suppliers
- 3.1.3.2 Catalogs
- 3.1.3.3 Customers
- 3.1.3.4 Inventory (under construction)
¶ 3.1.4 Manage billing
¶ 3.1.5 Manage sales & orders
- 3.1.5.1 Sales (under construction)
- 3.1.5.2 Orders (under construction)
- 3.1.5.3 Purchase orders (under construction)
¶ 3.2 Data and integrations (under construction)
¶ 3.2.1 Imports
- 3.2.1.0 OverviewImports section overview
- 3.2.1.1 PrerequisitesNon data object-specific data formatting and content requirements prior to data uploads
- 3.2.1.2 Preparing dataActivities to minimize upload errors and maximize successful data loads
- 3.2.1.3 Loading Customer data objectsMass upload of data such as customer accounts, billing locations, and subscriptions data. Loading charges and product charges linked to customer accounts and not the catalog.
- 3.2.1.4 Loading Catalog data objectsAll product or service charges, usage rates, rate plans, and other data objects related to components to bill or rate within the catalog.
- 3.2.1.5 Loading Usage dataSetting up usage imports
- 3.2.1.6 Loading Accounting data objectsMass upload of data such as G/L accounts list and payments
- 3.2.1.7 Loading data for other modules*User lists, support tickets,price lists, inventory, and other non-core billing module data objects such as orders, tickets, inventory, sales, purchase orders, and projects.
¶ 3.2.2 Integrations
- 3.2.2.1 TaxCurrently available tax intergration providers and how to set up in smartbilling for each
- 3.2.2.2 SuppliersUploading a list of suppliers and related data as part of rating usage or charges
- 3.2.2.3 PaymentsIf required, importing data regarding customer payments into SB in order to keep customer balances up-to-date
- 3.2.2.4 CRMsIntegration with Salesforce
- 3.2.2.5 WebhooksGeneral guide on webhook-type integrations and their functions in SB
