Fundamentals
- Automated Processing
- Billing
  - Concepts
  - How To
    - Billing Scenarios
    - Commissions
    - Close an Account on Specific Date
    - Configure Tier Plan Definition
      Describes how to setup up a tier plan.
    - Create Credit Card Surcharges
      Credit Card Fees or Surcharges can be added and billed when a credit card is used.
    - Create Invoice Fees
      Invoice Fees are percentage-based recurring fees that are added to each invoice one time based on the positive sum of transactions. Example: State Cost Recovery Fee
    - Create One Time Fee Using a Selectable Fee Group
      One Time Fees can be added and billed with a Package or Bundle. When the Package is billed the first time, the One Time Fee is billed also. Some One Time Fees are limited by the Selectable Fee Group that they belong to. Example: POP
    - Create Promotions
      Promotions are Referral Credits that are offered on particular Packages or Services for a period of time. The Packages or Services must offer a Referral Credit for an amount other than zero.
    - Create Recurring Service Fees Using a Selectable Fee Group
      Recurring Service Fees are flat recurring fees that are added to a Package or Service Definition. When the Package or Service is created, the Recurring Service Fee is created also. Some Recurring Service Fees are limited by the Selectable Fee Group that they belong to. Example: County
    - Do a Sales Return or Store Credit Reversal
    - Return Sales Tax for a Tax Exempt Account
    - Setup a Payment Plan for a One Time Item
- Bookkeeping
- Broadband Labels
- Customer Organization
- Customer Communications
- Email Processing
- Financials
- Inventory Management
- Payments and Refunds
- Products
- Provisioning
- Remote Applications
- Staff Portal
- System Administration
- Taxes
- Reference
- Disable BillMax System

Add Agent to Package or Service

Bring up an existing Package or Service
Click the Sales Agent tab.
Click New Agent
A Service Agent Dialog will appear.
Select the Agent
Enter the Start Date and End Date if necessary.
Click Save.