What does this section cover?
Billing Term Schemes for Subscriptions
Billing term schemes are used to control the creation or modification of billing terms by providing the allowed options for each input field and by setting the default values, and also to control billing engine processes by providing the billing rules and policies that should be applied during billing runs
Each Billing Term Scheme has a life cycle state which determines how the billing term scheme can be used. Each billing term scheme has an effective and expiration date, which are set automatically when the life cycle state is set to effective and terminated accordingly. Billing Term schemes can be modified or deleted only if there is no billing terms (effective or terminated) related with that billing term scheme.
If there is a need to modify a billing term scheme, then a specific action is applied which creates a new billing term scheme in life cycle state Effective related with the previous one, which is updated to status terminated and moved to billing term schemes history
Creating, Editing & Deleting Validations & Restrictions
Action | Validations | Restrictions | Additional Information |
---|---|---|---|
General | |||
Create | |||
Edit | |||
Delete |
Billing Term Schemes for Subscriptions attributes
Defining your own Billing Term Schemes for Subscriptions tailored to your company's needs
- Navigate to CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM SCHEMES
- Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide information for the following fields
CODE: Provide name for the scheme
- NAME: Provide name for the scheme
- TYPE: Select Normal from the Drop down list
- CLASSIFICATION: Select Subscription from the Drop down List
- DESCRIPTION: Provide a description for the scheme
ALLOWED ATTRIBUTES
SERVICES
- Click on ADD to search and add the services that will be available for subscription created based on the specific scheme
Billing Type: Select between pre-Bill and Post Bill
Changing Billing Type for multiple services
•Add all the services
•Select all the services that will have the same billing type
• Click on SET BILLING TYPES to open the modal
•Select the Billing Type you would like to apply
BILLING FREQUENCIES
- Click on ADD to select the Billing Frequencies that will be available for subscription created based on the specific scheme
BINDING PERIODS
- Click on ADD to select the Binding Periods that will be available for subscription created based on the specific scheme
- PRICE PLANS
- Click on ADD to select from the drop down list the price plans that will be available for subscription created based on the specific scheme
- Click on ADD to select from the drop down list the price plans that will be available for subscription created based on the specific scheme
BILLING RULES
GENERIC
Billing Method: Select the billing method from the drop down list
Allowed Cycle Day: Provide the day up until which a subscription will be billed
If the Billing Method chosen is ANNIVERSARY then you can define ALLOWED CYCLE DAY RANGE, and the user will select the day when creating the subscriptionBillable Period Start Date: Select the billing method from the drop down list
Billing Effective Date: Select the billing method from the drop down list
Discount Option: Select the billing method from the drop down list.
Select Flexible Pricing if you would like to enable Additive Discounts applicationAllow Concurrent Usage: Check the box if you would like to enable concurrent usage
BINDING PERIOD EXTENSIONS
- Causes Extending Binding End Date: Check the box next to the process that you would like to extend the defined date
- Causes Extending Allowed Cancellation Date: Check the box next to the process that you would like to extend the defined date
- Causes Extending Tiered Rate, Maturity-Based Price Rates: Click on ADD and search for Product / Product Type, that when added it will force the End Dates to be extended
- Services Extending Binding: Click on ADD and search for Product / Product Type, that when added it will force the End Dates to be extended
- Extension Options: Select from the drop down list, whether Allowed Cancellation date and/or Binding End Date will be updated
LOG INFORMATION
Log information section keeps all the logging information related to the specific record
- Basic set of information available in all entities
- Created By User: The user that created the entity
- Created By Unit: The unit of the user that created the entity
- Updated By User: The user that last updated the entity
- Updated by Unit: The unit of the user that last updated the entity
- Date Created: The date the account was entity
- Date Updated: The date the account was last entity
- Basic set of information available in all entities
- From the Actions Menu click on SAVE
Amending Billing Term Schemes for Subscriptions
Billing Term Schemes cannot be updated in case there is at least one subscription/job that uses the specific Billing Term Scheme. If a Billing Term Scheme is required to change then a new Version of the scheme will be created. In this way:
- When Billing Term Scheme A Version 1 is amended and Version 2 is created
- Then
- Subscriptions that have been created with Billing Term Scheme A Version 1, will keep abiding by rules and restrictions on Billing Term Scheme A Version 1
- Subscriptions that have been created with Billing Term Scheme A Version 2, will abide by rules and restrictions on Billing Term Scheme A Version 2
Amend Billing Term Scheme
To amend a Billing Term Scheme follow the steps below
- Navigate to CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM SCHEMES
- Search for an existing Billing Term Scheme
- Click on the number of the scheme to go to the Data Entry Page
- From the Actions Menu click on Actions > AMEND
- Make the required changes
- Note that the following fields cannot be amended
- Code
- Type
- Classification
System Processing
- New Billing Term Scheme
- Version number will increase by 1
- Effective Date will be set to the current date
- All the configuration will be carried over from previous version
- Previous Billing Term Scheme
- Expired On will be set to the current date
- Life Cycle Date will be updated to Terminated
Viewing Previous Versions
Accessing a definition with multiple versions, you will always see the latest version, while you have the option to View configuration and Runs of Previous versions by using th "VIEW PREVIOUS VERSIONS" link found in the Main Information tab
- Click on the VIEW PREVIOUS VERSIONS link
- Search from the modal for the version you would like to see
- Select the version
- The system will now show the configuration and the process runs of the version you have selected.
- To go back to the current version click on the CURRENT VERSION link under Main Information
Deleting Billing Term Schemes for Subscriptions
- Search for the entity that you would like to delete
Visit Using Summary Pages to find out how you can search using CRM.COM Summary Screens - Click on the link of the record you would like to delete, to be transferred to the Data Entry page
- From the actions menu click on "DELETE"
The entity will be deleted given that the validations are satisfied
Related Areas
-
Configuring Billing Term Subscription Definitions — Learn to configure Billing Term Subscription Business Definitions that will determine the overall behaviour of Billing Term Subscription
-
Configuring Billing Term Job Definitions — Learn to configure Billing Term Job Definition that will dictate rules regarding billing of Jobs
-
Configuring Normal Billing Term Schemes for Subscriptions — Learn to configure Normal Billing Term Schemes required to define Subscriptions Billing Rules
-
Configuring Billing Term Schemes for Jobs — Learn to configure Billing Term Schemes for Jobs
-
Understanding Normal Billing Run Execution Steps — Discover each step of the Normal Billing Run
-
Managing Normal Billing Runs — Learn to configure Normal Billing Runs that will be used to bill Normal Subscribers and Jobs
-
Understanding Normal Billing — Understand the usage of Normal Billing within CRM.COM
-
Configuring Normal Billing Run Definitions — Learn to configure Normal Billing Run Business Definitions that determine the overall behaviour of Normal Billing Runs
-
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