3. Assigning services to a customer for rebilling

1. Assigning services to a customer for rebilling

From the Customer page you can assign one or more services to the enabled customer. Click on the ‘Assign Service’ button at the top of the `Customer Details` section.

Services that you have purchased and have been enabled for ‘Rebilling’ will appear in this list. Currently only VoIP services have been enabled as displayed below.

Once you find the service you want to assign select it and click ‘Save’ to assign it to the customer.

Note when looking at `VoIP Service Providers` you may notice some services missing from the list. Once you select `VoIP Service Providers` you will see a second drop down list appear shown in the example below. As these are child services you can assign these to the customer.

Once a service has been added to a customer the service will automatically be invoiced when an invoice is generated. If you wish for a service to be excluded from the next invoice you can click on the Trash Can icon to remove it.

Once the service has been removed from the next invoice it now can be removed from the customer by clicking the Minus symbol.

Once a service is unassigned you are able to assign the service to another customer.

Please Note: Customers who are disabled will still have their services assigned to them, however an invoice will not be emailed out to the customer.

Any Active customers who do not have any services assigned will not receive an invoice at the start of every month.

2. Assigning services to an Autotask account

From an Autotask account page you can assign one or more services to the enabled customer. Click on the ‘Assign Service’ button at the top of the `Customer Details` section.

Services that you have purchased and have been enabled for ‘Rebilling’ will appear in this list. Currently only VoIP services have been enabled as displayed below.

After clicking on Assign Service you have four select options to assign a service.

  1. Select a Hosted Network Service

  2. Select the Contract to assign the Hosted Network Service to.

  3. Select the Product for the selected Contract.

  4. Select the Material Code for the selected Product

For Once off and Recurring items you specify the description and value as well as selecting the Contract, Product and Material Code.

Once of Items
Recurring Items

All linked Autotask accounts will have their assigned services sent to Autotask and an invoice will be generated by the Rebilling system.

These services will not be uploaded to Xero if you have configured Xero from the Configuration page in step 1.1

3. VoIP Service Summary

Once a service has been assigned to a customer you are able to view a breakdown of each service by Monthly Total, Call Type and Users. This can be done by clicking on the “View” button next to the service assigned to a customer.

At the top of the Service Summary page gives you a breakdown of what has happened in the month you are viewing. This shows total cost, Total Calls, a detailed breakdown of the type of calls made and how many calls per user for the service.

There is also a breakdown per user assigned to the service showing a more detailed view of what calls the user made including destination, duration, date the call was made, duration and the cost.

If a user is assigned to the service you are viewing but hasn’t made any calls that month a simple “No Records Found” is displayed in the table.