Services
Last updated
Last updated
The Services section within the End Customer page shows all the services that are assigned to the end customer. The only exception to this rule are “Service Provider - Multi Tenant PBX” services. If you have purchased one of these services it will appear across all end customers. This is because the Organisations within the “Service Provider - Multi Tenant” are the end customers and can’t be automatically assigned.
To start configuring a service for your end customer click on “Configure Services For Rebilling”.
On the next screen you will see the list of services that have not yet been configured for this end customer.
Click on the checkbox for the service that you want to configure.
If you have selected a “Service Provider - Multi Tenant PBX” without choosing an Organisation, you will get an error stating you need to select VoIPNow Organisation.
Click on the “Select VoIPNow Organisation” dropdown menu and select the correct Organisation.
Each Service that was selected will appear in their own section. The first service will be expanded as highlighted below.
Click on the arrow to expand and close the Service.
Depending on the service you selected, there are different products that need to be configured:
If you have purchased a Service Provider - Multi Tenant PBX service from Hosted Network, you can configure:
Call Usage
Standard Extensions
Advanced Extensions
These three products are directly pulled from the VoIPNow platform and are utility based charges.
Call Usage
The Rebilling system pulls the call usage and associated charges directly from the VoIPNow platform and doesn't alter the cost for calls. In order to add margin to the calls for your customer you will need to login to the VoIP platform directly and modify the charging plans.
Below is a link to an article that will guide you through how to modify the charging plans:
If you wish to display the CDR report on the invoice, you can check the box labelled “Display Call Usage” to include this on the invoice. If this is unchecked, only the total value for the Call Usage will be displayed.
Standard & Advanced Extensions The quantity of extensions assigned to your Organisations are directly pulled from the VoIPNow system, unlike Call Usage, you can add your margin and sell price to these two products.
If you have purchased either VoIP Bundle, PAYG Trunk or an Unlimited Trunk service, you will also see all the products associated with the service. You can include or exclude the products, and adjust the margin or sell price.
If you wish to display the CDR report on the invoice, you can check the box labeled “Display Call Usage” to include this on the invoice. If this is unchecked, only the total value for the Call Usage will be displayed.
Data service
If you have purchased a vCloud or an LTE service from Hosted Network that has a Data Pack purchased with it, you will be able to assign the Excess Usage Price. This will then be calculated per GB over the allocated Data Pack.
In the example for LTE, the Excess Usage Price has been set to $12 which is the current fee per GB from Hosted Network.
The calculation for excess data usage is done through the formula below:
Standard Service
A standard service will have a list of all products and only the Group Products option available as seen in a NBN TC4 example below:
Xero Integration
If an account code needs to be different for a product, click on the drop down and select the appropriate account code for your product
The Account Codes that are pulled into the Rebilling system are your the Revenue accounts.
Autotask Services
For the Rebilling system to be able to add the products to Autotask every time you run an invoice, you need to configure the Contract, Product and Material Code for each individual product.
The contracts are pulled directly from assigned Autotask Customer that was configured to this End Customer.
If a contract doesn’t exist. You can click on the plus symbol to create a new contract directly from the Rebilling system
Once you have created a new contract from the Rebilling System it will be automatically assigned next to the Product.
Once you have finished configuring your service and its products you can click “Submit” to save your configuration.
ConnectWise Services
For the Rebilling System to be able to add the products to ConnectWise every time you run an invoice, you need to configure the Agreement and the Product that is going to be used.
The agreements are pulled directly from assigned ConnectWise Customer that was configured to this End Customer.
If an Agreement doesn’t exist. You can click on the plus symbol to create a new agreement directly from the Rebilling System
Creating an Agreement from the Rebilling System will ask for Name, Date range, Billing Cycle, Type and the contact for the agreement.
Once you click Save, the agreement will be automatically selected against that service.
Creating a product from the Rebilling System will ask for Description, Identifier, Subcategory, Type and Customer Description for the product.
Once created it will automatically be selected against the product.
Once you have finished configuring your service and it’s products you can click “Submit” to save your configuration.
For the Rebilling system to be able to add the products to Xero every time you run an invoice, you can choose the account code for where the revenue will be assigned in Xero. When you first configured Xero you chose your default account code. That account code is used when you configure your services.
Creating a contract from the Rebilling System will only ask for Name, Start and End date as these are the only required fields to create a contract.
