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BillMax User Manual
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Notices
Preface
Documentation Standards
Interface Terms
Typographic Conventions
Getting Started
Complete BillMax Paperwork
BillMax Hardware Requirements
Install BillMax
Other Administrative Tasks
Configure BillMax System Parameters
Add Authorized Users
Configure Global Options
Configure Lists
Update Lists
Add Custom Field Definitions
Configure Virtual Company
Update Account Profiles
Configure Taxes
Connect POPs/Access Points to Packages/Service
Configure Products
Configure Payment Processing
Work Flows
Add a Prospective Customer/Bill Before Site Visit
Add a Prospective Customer/Bill After Site Visit
Converting BillMax to Debian
Concepts
Overview
How To
Converting BillMax to Debian Installation Steps
Fundamentals
Automated Processing
Concepts
Automated Processing Overview
Batch Process
Batch Process Group
How To
Modify Email Recipients for a Batch Process Group
Stop Batch Processing
Billing
Concepts
Allocations
Automated Complimentary Service
Billing/Prorate Day of Month
Billing Models
Charge Type
Commissions
Discounts
Fees
Late Fees
Financial Transactions
Financial Transaction Dates
Pending Financial Transactions
Refundable Amount
Usage Based Billing
Bandwidth Usage Billing using Preseem
®
's QOE Platform
How To
Billing Scenarios
Bill a Non-Standard Duration
Bill First Month/Collect for Last Month
Release Funds Collected for Last Month
Bill a Customer Once a Month with Prorating
Bill a Customer Once a Month without Prorating
Bill Usage from Preseem
®
Commissions
Add An Agent
Add Agent to Package or Service
Report Amounts for Commissions
Close an Account on Specific Date
Configure Tier Plan Definition
Create Invoice Fees
Create One Time Fee Using a Selectable Fee Group
Create Promotions
Create Recurring Service Fees Using a Selectable Fee Group
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
Concepts
Bank Deposits
Bookkeeping Overview
Bookkeeping Report
How To
Default the Financial Behavior for Virtual Company and Account Profile Moves
Setup NetSuite
®
in BillMax
Setup Quickbooks
®
in BillMax
Broadband Labels
Concepts
Broadband Labels Overview
Broadband Labels API Overview
How To
Getting Started with Broadband Labels
Update Package/Service Definitions Data
Update List
bblabel
Create a Tag
Draft New Labels
Add Fees
Publish Labels
Customer Organization
Concepts
Customer Organization Overview
Virtual Company
Account Profile
Bill Timing
Late Fees
Account
Guarantor/Beneficiary Accounts
User
Administrative User
How To
Configure POP/AP Outage Banner for Accounts
Flag an Account as Tax Exempt
Flag Account as Tax Exempt for Specific Tax
Specify Business Rules for a Unique Account
Customer Communications
Concepts
Billing Documents
Billing Documents Overview
Billing Statement
Invoice
Receipt
Statement
Emails
Email Overview
Billing Documents
Customer Notices
System Email Templates
How To
Add Additional Late Notices
Add Printed Late Notices
Add Text View to Body of Email for Invoices and Billing Statements
Create/Edit an Email Template
Customize a Billing Document (PDF)
Customize a Billing Document (HTML)
Customize the Credit Card Decline Notice
Customize the Default Late Notice
Reprint Documents from BillMax
Resend Documents from BillMax
Email Customers in Bulk from BillMax
Send An Email for Outages from BillMax
Send Payment Reminders from BillMax
Email Processing
Concepts
Background
Configuration
Sending Email from BillMax
AWS Simple Email Service (SES
®
)
How To
Configure BillMax to use AWS Simple Email Service (SES
®
)
Financials
Concepts
Transactions
Payments and Refunds
Concepts
Payment Processing Overview
Electronic Payment and Refund Transactions
One Time Payments
Processing Check Files
Scanned Checks
Vendor Supplied Payment Files
How To
Add a Credit Card to an Account
Configure Payment Processing by Virtual Company
Create a Bank Deposit
Creating Bank Deposits from IPPay
®
data
IPPay
®
Settlement Files
IPPay
®
Credit Card Charge Backs
IPPay
®
Electronic Check NSF transactions
IPPay
®
Credit Card Chargeback Reversal
Work with Payments
Automate E-check Returns
Manually Process a Credit Card
Manually Process an Electronic Check
Book a Payment while Viewing an Account
Book Payments for Multiple Accounts
Book Payments from Scanned Checks
Book Payments Using a Nacha File
Book a Payment Reversal
Correct a non-Settled Credit Card or Electronic Check Payment
Correct a Settled Credit Card or Electronic Check Payment
Resolve a Credit Card or Electronic Check Transaction Flagged as Held
Resolve a Credit Card or Electronic Check Transaction Flagged as Unknown
Work with Refunds
Create Refundable Amounts
Create Refundable Amounts Using Sales Returns
Create Refundable Amounts Using Allocations
Create Refundable Amounts using Store Credits
Manually Process a Credit Card Refund
Manually Process an Electronic Check Refund
Book a Refund while Viewing an Account
Correct a Settled Credit Card or Electronic Check Payment
Products
Concepts
Product Overview
Bundle Definition
One Time Item/Fee Definition
Package Definition
Service Definition
How To
Service Configuration
Use D01 for Service Identification
Configure New Service for Automated Future Billing and Provisioning
Limit Product Selection By Account Class
Create Automated Referral Credits
Provisioning
Concepts
Overview
Provisioning Implementation
Provisioning Glossary
BillMax RADIUS Implementation
Provisioning Executable
Resources
Bandwidth Shaping
How To
Activate Asynchronous Hook Processing
Avoid Suspending a Service on Holidays
Examine the Account Hook Environment
Implement Service Provisioning
Manage Asynchronous Hook Processing
RADIUS Configuration
Configure Bundled FreeRADIUS
®
Server
Configure a Network Access Server (NAS)
Bandwidth Shaping with Radius
Bandwidth Management with Preseem
®
Bandwidth Management with Saisei™
Configure New Product Using Saisei
Remote Applications
Concepts
Remote Applications Overview
How To
Generate a Session ID
Staff Portal
Concepts
Lists
Staff Portal Overview
Hidden Template Fields
Using the Generic Search Facility in the Staff Portal
Re-Opening Accounts, Users, Services
Reopening an Account/User/Package/Service
How To
Modify Existing Staff Portal Pages
Expose Hidden Template Fields (Text/Integer)
Turn a Staff Portal Input Field into a Yes/No Selection
Changing which Data are Required
Configure the Default Account Company Search to Include Accounts Closed or in Collections
Add Staff Portal Validation
System Administration
Concepts
Billing Log Files
Backups, Redundancy and Archiving
Customizing BillMax
Security
Data Security
User Names and Passwords
PCI Compliance
Permissions
Authorization Levels
Authorized Users
How To
Licensing
Determine Information for License Key (Staff Portal)
Determine Information for License Key (Command Line)
Install the BillMax License Using the Staff Portal
Install License Key (Command Line)
Modify a Server-side Binary
Permissions
Add Authorization Level to Permissions
Add an Authorization Level
Set Minimum Permission to Login and Logout
Add Permissions
Create a Log File
Update Permissions to Add Actions
Update Permissions to Limit Actions
System Settings
Change the AES Encryption Key
Setup USPS Address Verification
Install the BillMax License Using the Staff Portal
Modify the Customer Portal Application Login Credentials
Modify the Staff Portal Timeout
Upgrade BillMax on a Debian Server
Taxes
Avalara
®
Integration
Concepts
Integration Overview
How To
Configure Taxes Using the Avalara
®
Integration
Configure Avalara
®
T/S Pairs
Configure Packages with All-in-One Services
Set Avalara
®
Parameters
Set Place Codes for Users
Set Virtual Company Parameters
Setup for Accounts for Avalara
Setup an 800 Number
Setup an Avalara Tax Exemption
Update Pending Transactions
Internal BillMax Taxing Module
Concepts
Tax Classes
Tax Groups
Tax Items/Fees
Tax Regions
Tax Rules
Tax Specification on the Account
Tax Specification on the User
How To
Add a Tax Class
Add A Tax Group
Add A Tax Item or Fee
Add A Tax Region
Add a Tax Rule
Add Tax Exemptions
Check Tax Setup
Configure Taxes Using the BillMax Tax Engine
Tax Setup Report
Reference
API
Command Line
enter_account.cgi
enter_saleorcredit
enter_service.cgi
Add a Item Sale
Add a General Sale
Add a Service Sale
Add a Credit Card to an Account (API)
Edge
edgeLogin
getLists
Staff Interface
authLogin
staffGetRecord
staffPutRecord
Customer Interface
Database Checking (
dbck
) Error codes
Database Tables
account
Table (Account)
servdef
Table (Product Definitions [Package/Service, Recurring Fee, One Time, Bundle] )
service
Table (Products)
ticket
Table (Ticket)
user
Table (User)
config
Table (Virtual Company)
nightly
Typical Batch Processes
Customer Portal
Concepts
Customer Portal Overview
Architecture
Setting up the Customer Portal on Debian
How To
Configure Customer Portal for Debian
Setup the Customer Portal on a Remote Host
Customize the Customer Portal
Add Authorization in Customer Portal
Add Shop by Virtual Company in Customer Portal
Allow Customers to Sign into Customer Portal with Social Accounts
Limit Payment Methods in the Customer Portal
Reference
Customer Portal API
Portal REST Endpoints
Integrations
Calix Integration
Concepts
Calix Subscriber Provisioning
How To
Configuring BillMax for Calix
Market Broadband Integration
Concepts
Integration Overview
How To
Activate Market Broadband
®
Integration
MagicMail Integration
Concepts
Integration Overview
Salesforce Integration
Concepts
Integration Overview
How To
Update Salesforce Schema
Add Database Trigger to Populate
Account.Name
Setup Outbound Messages
Setup
Workforce Actions
and
Workflow Rules
Edit BillMax Customer Portal Configuration File
Create Salesforce CRM User
Configure BillMax Hooks
Reference
Salesforce Field Mappings
Salesforce Synchronization Log Files and Error Messages
Zoho CRM Integration
Concepts
Integration Overview
How To
Configure Zoho
Create REST API Credentials
Configure BillMax for Zoho CRM
Reference
Zoho CRM Log Files
Reports
CDR Billing Reports
Concepts
FCC 477
Concepts
Financial Reports Overview
How To
Geocode User Locations
Verify Service/Package FCC Classification
Create POP Regions
Create Access Points
Validate Data Pass 1
Generate Coverage
Merge Census Blocks
Generate 477 Report
FCC BDC Report
Concepts
FCC BDC Overview
BillMax Coverages
FCC Classifications
How To
Load Fabric Data
Load Coverage Polygons
Validate Data and Generate BDC Files
Financial Reports
Concepts
Financial Reports Overview
Scheduling and Appointments
Concepts
BillMax Scheduling Overview
How To
Jump Start Scheduling
Prepare an Authorized User for Scheduling
Setup Scheduling and Appointments
Add Customer Appointment from the Account
Generate Appointment Documents
Ticketing
Concepts
BillMax Ticketing Overview
Messages and Notes
Service Level Agreements
(SLAs)
Issues and Resolutions
Team Members and Ticket Subscribers
Tickets
Queues
How To
Enabling Inbound Email
Enabling Outbound Email Messages
Enabling Ticket Notifications
Jump Start Ticketing
Jump Start SLA Use
Stop Assignment of Tickets to Certain Authorized Users
Service Availability Determination
Fundamentals
Concepts
Overview
Service Availability Sources
Service Availability No Sources
TowerCoverage Concepts
Integration Overview
Processing "
How Did You Hear About Us?"
Account Creation
Logging and Error Handling
Message Creation
Requirements
Ticket Creation
User Creation
How To
Configure Service Availability
TowerCoverage How To
Configure
EUS
Configure BillMax for TowerCoverage
Testing TowerCoverage Setup
Deployment
VOIP/Telecommunication
Concepts
CDR Billing
BillMax VOIP/Telecommunication Overview
Call Detail Record (CDR) Association
CDR Rating
CDR Preprocessing
CDR Classification - NANP
CDRs and the Federal Universal Service Fund
CDRs and the State Universal Service Fund
CDR Billing Plans
Timezones and Service Locations
Taxes, Fees and Universal Service Funds (USF)
Fees
Taxes
Universal Service Fund (USF)
Reporting USF Revenue
Recovering USF Contributions
How To
CDR Billing
Getting Started with CDR Billing
Upload a CDR Rate Deck
Create a CDR Billing Plan
Add a CDR Billing Plan to a Package/Service Definition
Create a CDR Source
Create Package/Service Association for a CDR
Upload CDR File
Associate CDRs
View CDR Usage
Insert CDRs in Batch Mode
Override a CDR Billing Plan for a Package/Service
Remove CDRs from Documents
Taxes, Fees and Universal Service Funds (USF)
Create a Federal Universal Service Fee
Create a State Universal Service Fee
Reference
BillMax CDR Rate Deck
BillMax CDR Input Format
VoIP Glossary
CentOS Documentation
CentOS 7 Documentation Items
Convert from CentOS 6.x
®
to CentOS 7.x
®
Install CentOS 7.x
®
for BillMax
Setup the Customer Portal (CentOS 7)
Upgrade BillMax on CentOS