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BillMax User Manual
  1. Home
  2. Getting Started
  3. Configure BillMax System Parameters
  4. Configure Taxes
  • 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 Taxes

For the internal tax engine, see Configure Taxes Using the BillMax Tax Engine.
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