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Application Help

Last Updated: Aug 28, 2020

Administration Console

LogiSense exposes a web console for billing configuration and management. The interface provides the business with the ability to configure product pricing and execute billing functions.

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Users and Roles

A user is represented by a set of login credentials in LogiSense Billing. Associated with a user is a user name, password, first and last name, email address, status (enabled or disabled) and role.

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Account Management

An account is one of the fundamental entities in LogiSense Billing and an understanding of the account structure is an essential prerequisite for configuring the system.

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Orders & Salesforce

LogiSense Billing for Salesforce empowers your sales and customer representatives with the tools to simplify on-boarding of new clients, promote upsell opportunities and provide end-to-end visibility into customer account details.

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Product Catalog

LogiSense supports a flexible and customizable package and service catalog. A Package is a combination of recurring, one-time and usage charges. Packages are what are being sold to the customer.

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Pricing

Price configuration is one of the crucial elements of account management. Pricing in LogiSense Billing can be configured at the catalog level and overwritten at the account level with account specific price plans.

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Multi-Currency

LogiSense supports a default currency ("system currency"). This default is used as the account currency if a currency code is not provided during account creation.

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Taxation

A tax code defines the attributes associated with a tax rate. For example, a tax code can be defined with the name VAT. LogiSense also supports Avalara tax integration.

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Contracts & Commitments

Ramp up schedules can be set up on contract commitments. Ramp up schedules are based on product volumes, invoiced amounts or on usage. Create personalized contracts and automate your back office contract collection processes.

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Metered Usage Rating

LogiSense Billing has a powerful usage rating and mediation engine that can rate any type of usage event in near real time or batch. Usage data can take the form data size, time duration, or the number of times something was used/consumed.

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Bucketing

An Allocation Bucket represents a data aggregator. The motivation of a bucket is best explained by providing an example. It is quite common for businesses to provide a free usage amount as part of their offering before additional charges are applied.

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Share Plans

Usage can be pooled between thousands, even millions of subscriptions. Pool sizes are fixed or grow dynamically as new subscriptions are activated based on pre-configured rules.

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Mediation

Customers often require the processing of usage data records from a number of different sources. These sources all share a distinct format and may contain one or more types of usage.

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Billing Details

Billing itself is a core competency of the LogiSense platform and a key aspect of the value proposition. The platform has a full featured billing engine that can handle both subscription, one-time and usage billing.

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Invoicing

An invoice is a summary of all charges incurred by that account during the billing period. If the account has child accounts, then the invoice can include all charges incurred by the account and its children.

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Reporting & Analytics

The LogiSense Reporting framework has the ability to report on customer activity over the course of the relationship. These include the products they have purchased, usage history, changes they have made and so on.

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Charts & Dashboards

View charted information on business level and account level information. Visualize the performance of your business through this high level summarizations.

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Regional Settings

Regional Settings can be set up such as lists of countries, provinces, states and cities. All dates and times in the system are stored in UTC. Client facing operations such as the scheduling of Bill Run’s can be configured in client time.

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API Platform

LogiSense Billing is an API first microservices architecture. All functionality has been built on top of a powerful RESTful interface. The APIs that power the system are also exposed externally.

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Custom Fields

Custom fields can be added to multiple entities in the system. The admin console offers tooling for defining new custom fields on these entities and how they are displayed on configuration screens.

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Data Import/Export

LogiSense Billing provides powerful capabilities to transform data and schedule import from multiple different file formats such as CSV and columnar. The powerful data transformation engine allows you to take file export formats available from your existing back office systems and import the data.

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Notifications & Events

LogiSense supports an eventing system that will generate events based on entities in the system. In order and Out of order queuing of events are supported. Subscribers can register for access to the event queue.

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Security

LogiSense provides a layered approach to security starting with strong password and account management. The LogiSense admin portal can only be accessed via the secure HTTPS based protocol.

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