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Find out what configurations should be performed before you start using the CRM.COM Bills module |
Learn to set up business processes and rules related to Bills.
Mandatory Configuration: Links to manuals of Bills configuration modules that are required for the module to work correctly
Related Configuration: Links to manuals of configuration modules other than of Bills' that offer additional functionality or are required for the module to work correctly
Optional Configuration: Links to manuals of Bills configuration modules that offer additional functionality but are not required for the module to work correctly
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The following modules must be configured in order to use the Bills:
| Module Name | Manual | Description |
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Not Applicable | Not Applicable | Not Applicable |
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The following modules are related to, but are not a part of Bills. Such entities either:
- Must be configured accordingly in order to be able to start using the Bills module (Configuration Type = Mandatory)
OR - May be configured to use the Bills module at its full capacity (Configuration Type = Optional)
Module Name | Manual | Description | Configuration Type |
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Normal Billing Run Definition | Configuring Normal Billing Run Definitions | Normal Billing Run Definitions determine the business rules and default values of Normal Billing Runs throughout their Life Cycle. It is necessary to configure a Normal Billing Run Definition in order to create Bills through a Normal Billing Run. | Optional |
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The following entities are available and can be configured under Bills. A working CRM.COM model can exist without them being configured.
Module Name | Manual | Description |
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| Bill Sending Runs | Using Bill Sending Run Definitions | Bill Sending Run Definitions are used to determine the business rules that will be used to identify Bills that should be send by email, SMS or an external system. |