Module Descriptions

Last Updated: Mon Nov 08 2021

LogiSense Billing is a modular platform that is designed to provide maximum flexibility and scalability for customer deployments. An architectural view of the platform stack is illustrated below. These modules contain the capabilities necessary for businesses to monetize their offerings while optimizing and automating their workflow.




A web based interface that can be accessed by system administrators who will be responsible for the configuration of the product catalog and other back office business rules and templates. In addition, the interface is to be used by customer service representatives to obtain a 360 degree view of subscriber data and transactions.

Users Management

Manage users that can login to the system and their credentials. Users can have roles associated with them with access control permissions to entities within the system.

Account Management

Management of customer, partner or prospect accounts. LogiSense supports a hierarchical account tree with multi- level nested accounts to mirror customer account relationships.


LogiSense Lead-to-Activate-to-Cash for Salesforce empowers your sales team with the tools to simplify on-boarding of new clients, promote upsell opportunities and provide E2E visibility into customer account details all without ever having to leave the Salesforce platform or interface with the company's billing department.

Product Catalog

The product catalog is made up of packages that comprise a series of one or more services that are to be sold. A service is defined as a one time or recurring charge which relates to a piece of hardware or a service that is being marketed. One time and recurring pricing can be configured with multi- currency support. Products can also have usage rates assigned to them for pay for what you use product configuration.


Creation of one time and recurring subscription charges with different cadences. Granular usage pricing that can vary based on conditions. Full customization of pricing at the account level. Account price plans can be created to set up rule based pricing with different rules.


Expand your global footprint, by offering products and services in multiple currencies. LogiSense Billing allows you to set up subscription and usage pricing in multiple currencies, manage exchange rates and reconcile your reporting.

Data Management/Mediation

The mediation module is responsible for setting up and managing usage record feeds from a source recording billable events. In addition, the mediation engine performs aggregation, simplification and generally will normalize the data set from the raw feed and map the appropriate information into a data set that is to be consumed by the rating engine for pricing.

Usage Rating

The LogiSense rating engine can rate any usage anywhere and any time. Conditional rates can be configured based on time of day and event location parameters.

Bucket Allowances and Share Plans

Bucket allowances act as collectors that allow you to aggregate usage across 1 or more entities. Multiple types can be aggregated including data volumes, time/duration and counting units such as messages or even API calls. This allows businesses the flexibility to provide free or multi-tiered usage allowances to their customers.

Contract Management

LogiSense allows you to establish contractual relationships with your customer including the flexibility to set up fixed and variable terms along with renewal options. Contracts can be based on subscription volumes, usage amounts and dollar amounts. Ramp up schedules can be established to allow the customer to meet commitment thresholds over a period of time with penalties imposed when thresholds are not met or if the contract is terminated early. Commitments on contracts handle scenarios where the customer has not met a minimum commit that they had contracted to.


Reduce billing complexities with automated tools for effective billing including; the ability to manually and automatically schedule bill runs, creating multiple bill groups for account grouping. Support for multiple billing cycle dates.


Ability to generate invoices for subsequent email to customer. Custom designs for customer invoices.


LogiSense offers an internal tax engine for basic taxing and integration with Avalara for complex tax rate selection. Tax codes can be set up with one or more tax rates. These can be further categorized by tax category at the account and service level. Reverse taxation is supported for those businesses who have their customers reconcile their taxation.


Many pre-canned reports available out of the box. The report configuration tool along with flexible data sources allow for the creation of report data the way you want to see it.


Quick views of visualized dashboard information are available at the business and account level.

Regional Settings

Support for countries, number formats and communications in multiple languages which enable customers to roll out deployments globally.


LogiSense provides RESTful API support for integration into CRM, self care and other enterprise applications that require interface capability with back office systems.

Custom Fields and Screen Extensions

Extend the functionality of existing screens and entities by adding additional fields to capture customer specific unique needs.

Data Import and Export

The ability to manage your data is a key source of maximizing operational efficiencies. LogiSense provides powerful mechanisms for importing data into the billing system and exporting them to other ERP systems such as finance and accounting.

Notifications and Events

Event based automation for integration with 3rd party systems. Notifications can be setup to trigger on events. Multiple notification types are supported including configurable webhooks and customizable emails.