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Getting Started
Configure BillMax System Parameters
Configure Products
Create and set parameters for Products in BillMax. Below are the steps for creating a Product Definition for a Recurring Service

Getting Started
- Complete BillMax Paperwork
  A quote and lease agreement will be supplied by BillMax Sales staff. To begin the implementation both documents must be returned.
- BillMax Hardware Requirements
- Install BillMax
- Other Administrative Tasks
- Configure BillMax System Parameters
  - Add Authorized Users
    Each staff member at your company must have their own unique login id and password. Because BillMax tracks activity by login id, only one person can use the login at any given time.
  - Configure Global Options
  - Configure Lists
    BillMax has many lists to make it easy to customize the system to better meet your local environment. Lists can be drop down lists of items or a set of parameters to meet your business needs.
  - Update Lists
  - Add Custom Field Definitions
    Additional fields may be added to particular database tables to capture unique information for your company.
  - Configure Virtual Company
    Create and set parameters for each company that will bill and report from BillMax.
  - Update Account Profiles
  - Configure Taxes
  - Connect POPs/Access Points to Packages/Service
    BillMax has several steps to tie a package/service to a POP and Access Point for Fixed Wireless Services.
  - Configure Products
    Create and set parameters for Products in BillMax. Below are the steps for creating a Product Definition for a Recurring Service
  - Configure Payment Processing
    Set parameters for Payment Processing in BillMax. Remember there is a list for credit cards and one for e-check for each processor.
- Work Flows

Configure Products

Create and set parameters for Products in BillMax. Below are the steps for creating a Product Definition for a Recurring Service

Select Billing Administration > Recurring Service.
Select highlighted underlined number or New.
Enter the Name that will be used in the drop-down list of Services.
Enter the Billing Display for the text that the customer will see on a bill.
Choose the Charge Type to indicate the category for financial reporting.

Note:

When using the BillMax tax engine, if no tax is to be collected and there 
is no requirement to report non taxable sales in your state, set 
taxable on the service definition to 'Not Applicable' instead of 'No' to avoid
tax columns on billing documents.

Enter Recurring/Usage Taxable.

Review and enter any other field on the General tab. There are many settings for services available including pricing, setup fees, FCC report settings and tax information. The tool tips give detailed information about a field.
Select the Provisioning tab to enter provisioning field information. Documentation for Radius provisioning is included in BillMax RADIUS Implementation .
Select the Additional Usage Billing tab if desired. For example, this tab allows you to connect a VoIP Plan to a service definition for VoIP services.
Select Save.