Posts Tagged ‘Invoicing’

August 2010 Newsletter – Volume 6, No. 8

Monday, August 2nd, 2010

IN THIS ISSUE

Question Of The Month – How can I find out WHEN  a package was created / added to a customer?

Feature Of The Month – Webservices and API

Tip Of The Month – Need To Open An Invoice Again?

Enhancement Of The Month – New Credit Rating Email Tokens Available For Balance Due

How can I find out WHEN a package was created / added to a customer?


We have added the ‘created date’ to the packages list so at a glance you can see when a package was added without needed to sift through the event log for such information. This is great when applying contracts or just to get an idea for the time period in which a customer has billed

Webservices and API

A great way to extend EngageIP and even to create your own backend software for it is to use our API methods. For more detail on using this for your own programs or to customize the customerportal, please see KB article #73

Need To Open An Invoice Again?



You now have the ability to open an invoice even if it has been sent to the customer. Only when an invoice is open can transactions be added to it or adjusted. This functionality should only be available to administrators or managers to avoid having many invoices that have been sent to the customer already and being updated.

New Credit Rating Email Token For Balance Due

There are now three new balance tokens to be placed in emails primarily for credit rating emails but are also available to regular canned emails. For more information, please see KB Article #242

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July 2010 Newsletter – Volume 6, No. 7

Tuesday, July 6th, 2010

IN THIS ISSUE

Question Of The Month – I need to print only a specific list of invoices at a time and I need them sorted, how can this be accomplished?

Feature Of The Month – Role Based Password Security

Tip Of The Month – Have you checked your maintenance plan lately?

Enhancement Of The Month – BillSoft Tax Exemption – New Option For ALL

I need to print only a specific list of invoices at a time and I need them sorted, how can this be accomplished?


With the new print tool, you can fully filter and sort the invoices that sit in your print queue in EngageIP.  To do this, start the print tool, then click the ‘Filter’ button, once your invoices are filtered, you can click ‘Start Printing’. For more information, see KB Article #56

Role Based Password Security

Securing EngageIP should be your first priority since all customer data is potentially accessible via the adminportal interface – with the exception of credit card numbers which are not viewable through the interface in accordance with PCI compliance.  Adminportal passwords however is a major piece of the security puzzle so hardening them is one way to increase your overall security. To ensure  your system passwords are secure for the adminportal, configure the roles in your system to enforce strong password rules including alpha-numeric passwords, password history restrictions and minimum password lengths. For more information, see KB Article #276

Have you checked your maintenance plan lately?



The first step to performance, security and disaster recovery is to have a good maintenance plan in place in MSSQL. You should be regularly checking that the maintenance plan is processing its jobs successfully and for example the backup location is not out of space, that the plan is purging old data as configured and that no errors are showing up in the log reports. For more information on using MSSQL maintenance plans, see  KB Article #40

BillSoft Exemption – New Option For All

A new option in the BillSoft exemption component allows you to select ‘All’ so that all transactions are exempt from all taxes. For detail, please see KB Article #20

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June 2010 Newsletter – Volume 6, No. 6

Thursday, May 27th, 2010

IN THIS ISSUE

Question Of The Month – How often is the API updated or methods added? What is the process for getting new methods added?

Feature Of The Month – Invoice voiding now resets credits and usage so that they can be billed again

Tip Of The Month – Bill Run Text Box Labels Updated

Enhancement Of The Month – Accounts can be upgraded to unbranded owners when there are transactions / invoices on them

How often is the API updated or methods added? What is the process for getting new methods added?


We have a large assortment of API functions for your use when integrating with EngageIP or when using the customerportal. Sometimes you may find a need to pull more information from EngageIP than is accessible via the existing methods. If you’d like to suggest API functionality, please feel free to send an email to support@logisense.com or create a ticket and we can add that to our development queue. If you would like it sooner, please call us to schedule professional services time.

Invoice voiding now resets credits and usage

The void invoice process now will reset usage and credits so that they can be re-billed and displayed on the next invoice that is created. See KB Article #282 for more information

Bill Run text box labels updated



Bill run date labels have been updated to clarify their use and increase confidence in what they represent. For an example here and further detail, please review KB Article #266

Accounts can now be upgraded to unbranded owners when transactions or sub accounts exist

You now have the ability to upgrade regular EngageIP accounts to unbranded owners even though the account has existing transactions or sub accounts. Previously this was not possible.  For more detail, please see KB Article #314

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April 2010 Newsletter – Volume 6, No. 4

Thursday, April 1st, 2010

IN THIS ISSUE

Question Of The Month – When do payments show up on an invoice?

Feature Of The Month – XtendaBase – Dynamic Attributes

Tip Of The Month – Where to find what enhancements and system updates will be available to you

Enhancement Of The Month – Invoice Printing Tool

When do payments show up on an invoice?


When payments are added, they will show on the current OPEN invoice if one exists or the system will display them in the payments and credit section of the next invoice to be opened. The reflection of the payment in the total balance tokens will only also be reflect if there is an invoice open, or it will calculate in with the previous balance on the next invoice (and total due on that next invoice) For detail, please see KB Article #282

XtendaBase – Dynamic Attributes

Dynamic Attributes through our XtendaBase functionality allows the collection of custom data integrated directly with EngageIP. It is the evolution of ‘Profile Questions’ of which you are familiar. Another look at dynamic attributes means that you may be able to consolidate many like packages or services down to just 1 or 2 of the same by collecting unique pricing data for example within dynamic attributes rather then creating unique packages for each price set. This greatly simplifies your EngageIP interface and experience and limits input errors. All dynamic attributes are also available in report by clicking on the ‘View’ link on lists and selecting them. For details, see KB Article #364

Where to find what enhancements and updates will be available to you

To find out what enhancements and feature updates will be available to you, please regularly review the release notes always updated in KB Article #267


Invoice Printing Tool

The invoice printing tool has been significantly enhanced for 8.2.6+ versions of EngageIP Billing. You can now manage the  print queue by filtering out bill groups, date ranges etc when printing. This allows you to print only the invoices you need and in batches. For detail on this great enhancement, please see  KB Article #56

Productivity Tools – Firefox Addons

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March 2010 Newsletter – Volume 6, No. 3

Monday, March 1st, 2010

IN THIS ISSUE

Question Of The Month – Is it possible to create negative pricing on packages by way of discounts?

Feature Of The Month – XtendaBase – Dynamic Attributes Grouping

Tip Of The Month – Configuring Descending Ticket Search Results By Default

Enhancement Of The Month – Invoice Template Options

Is it possible to create negative pricing on packages by way of discounts?


Yes. You can create promotional services with negative pricing using a ‘Fixed’ type of discount which is greater then the value of the service. For example, if the service has a price of $10 and you want the customer to receive a $10 credit, you  could use a fixed type discount with a value of $20. This would effectively reduce the price of the cost to $-10 (or a credit of $10). For details, please see KB Article #313


XtendaBase – Dynamic Attributes Grouping

Dynamic Attributes are the best way to collect information that does not already have a specific field in EngageIP. If you have many Dynamic Attributes, you can group them together for easier editing and viewing customer accounts for example. To learn more about the grouping options of Dynamic Attributes, please see KB Article #364


Descending Ticket Search Results By Default

When using the ticket search option on the left side menu, by default it returns items by ID in ascending order. You can create a custom saved view to default this list descending which really makes reviewing searched tickets easier. To do this, search for a ticket to return the list, then sort by the column you wish to use, then click view, enter a name of the view and hit enter. Then click view again and click on the ‘D’ beside your saved view to define it as default. Going forward, when you search for a ticket, the list will be sorted as you have selected in your saved view.


Invoice Template Options

Invoice templates now have quick a few options that are relatively new if you have not looked at your invoice templates for a few months. We have provided options to not show reversal transactions as well as options to send or not send CDR detail and summary data to the invoice. As an example, if you are not showing CDR Detail on the invoice, you can un-select that from the invoice template configuration; this will result in less database space used and faster rendering. For details on streamlining your invoice templates, please see KB Article #433

Productivity Tools – Firefox Addons

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February 2010 Newsletter – Volume 6, No. 2

Monday, February 1st, 2010

IN THIS ISSUE

Question Of The Month – How can I reverse an incorrectly voided invoice?

Feature Of The Month – Financial Periods – Closing Periods For Reporting Purposes

Tip Of The Month – Using Languages To Rename Tabs And Functions

Enhancement Of The Month – Email To Ticket functionality now auto records only the last email when replied to

How can I reverse an incorrectly voided invoice?


The best method here is to bill the account again for the specified period, and with version 8.2.6 or later, this is very simple even when telecom usage is involved. For more information, please see KB Article #427


Financial Settings – Closing Periods For Reporting Purposes

EngageIP includes a feature called Financial Settings. This allows you to define financial periods and the closing of those periods so that when end of period reporting occurs, you can be sure that no changes will be made to the system. To find out how to setup financial settings in EngageIP, see KB Article #379


Using Language To Rename Tabs And Functions

A simple way to enhance EngageIP, especially within a business where multiple applications are required and terminology for the user is varied, is to use the Language options on the setup tab to rename labels, buttons and tabs. This feature is not only useful for converting EngageIP to other language, indeed its a great way to synchronize terminology within your organization. This shortens the learning curve for new admin users, potentially saves mistakes  by using more understood / recognizable terms to tools, and further brands your EngageIP installation.


Email To Ticket Functionality Records Last Email Only

When using the Email to Ticket functionality, EngageIP will now on initial creation auto enter the complete email, and then on subsequent replies to that thread / ticket, will only auto enter the last response from the email. This saves redundant additions to the ticket to keep it clean and readable. This enhancement is available in EngageIP 8.2.6 or later

Productivity Tools – Firefox Addons

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