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

Update Lists

We recommend updating this lists before going live with BillMax.


adcodes	List of advertising codes - reasons people found your company
bankaccounts	List of bank accounts that money will be deposited
cancelreasons	List of reasons that customers list your service
chargetypes	List of categories that revenue is earned or QuickBooks® income accounts
nosuspendoverduedates	List of holidays not to suspend accounts. See Avoid Suspending a Service on Holidays
accountclasses	List of Account Classes. Used for financial reports. Also used for product selection.

Review and update each list above. There are others that you might want to review as you continue using BillMax.