Billing Models

BillMax allows for multiple recurring billing models in addition to one time sales and general sales.

1. 1st of Month Billing - bill everything of the current month, i.e. 1/1-1/31.
   1. Settings
      1. Set Account Profiles->Billing Day of Month/Prorate Day to 1.
      2. Account Profiles-Billing Timing should have a Monthly Bill Sending option set.
      3. All Accounts should have Billing/Prorate Day of Month to 1.
      4. All Package/Service Definitions should have Prorate Dates/Amount set to Yes.
   2. Effect
      1. Customers will get a bill once a month on the 1st.
      2. Any Additional Recurring Services added mid-month will be pro-rated.
   3. Options
      1. If Post Pending Transactions Daily set to No, mid-month billing not added until the 1st. If Post Pending Transactions Daily set to Yes, mid-month billings added to balance.
      2. To send bill xx days early, set Service Offset Days to xx. The billing date will float due to number of days in a month.
2. Anniversary Billing
   1. Settings
      1. Set Account Profiles->Billing Day of Month/Prorate Day to "Date of Account Creation".
      2. Account Profiles-Billing Timing should have a Monthly Bill Sending option set.
      3. All Accounts should have Billing/Prorate Day of Month to 1.
      4. All Package/Service Definitions should have Prorate Dates/Amount set to Yes.
   2. Effect
      1. If Service is Pending, the day the Account is billed will be modified when the first Package/Service is opened.
      2. Accounts billed on the 29/30/31 will be billed on that day or on the last day of the month.
3. Asynchronous Billing - no prorating, bill once a month
   1. Settings
      1. Set Account Profiles->Billing Day of Month/Prorate Day to "Date of Account Creation".
      2. Account Profiles-Billing Timing should have a Monthly Bill Sending option set.
      3. All Accounts should have Billing/Prorate Day of Month to 1.
      4. All Package/Service Definitions should have Prorate Dates/Amount set to No.
   2. Options
      1. With Service Offset Days set to 0, billings that are on the same day as the billing date are prebilled. Billings that are after the billing date are partially prebilled and partially post billed.
      2. With Service Offset Days set to 1 and Offset Day of Month selected, all Accounts will be billed on the Billing/Proate Day of Month for all Services that have a billing date less then the next billing date. Accounts with Billing/Prorate Day of month of 29-31 will be billed on the 28th.
      3. With Service Offset Days 2-28 and Offset Day of Month selected, the actual day of billing will depend on the Billing/Prorate Day of Month.
4. Daily Billing - no prorating, bill multiple times a month
   1. Settings
      1. Account Profiles-Billing Timing should have a Daily Bill Sending option set.
      2. Posting Pending Transactions should be set to Yes.
      3. All Package/Service Definitions should have Prorate Dates/Amount set to No.
   2. Effect
      1. Billings occur multiple times a month if there are multiple services with different service periods.
         Note: On the Bill Timing tab, click Billing Date Examples to verify your selections will produce the billings as expected.