BILLING
Billing refers to the process of managing and tracking financial transactions related to products that have been provided. It involves the generation of invoices, managing subscriptions, and ensuring that all financial records are accurate and up to date.
Billing Module Accessibility
The Billing module is an essential component accessible to Distributors, Partners, and Customers. This module provides a centralized location for managing all billing-related activities, ensuring that each entity can efficiently handle their financial responsibilities.
Billing Module Sub-Modules
- Invoices:
- This sub-module allows users to view, generate, and manage invoices for products purchased. It ensures that all billing is recorded and that payments are tracked.
- This sub-module allows users to view, generate, and manage invoices for products purchased. It ensures that all billing is recorded and that payments are tracked.
- Credit Notes:
- Credit notes are issued to adjust the amount owed by the partner and customer. This could be due to a return, a discount, or a correction in the original invoice.
- Credit notes are issued to adjust the amount owed by the partner and customer. This could be due to a return, a discount, or a correction in the original invoice.
- Subscriptions:
- A subscription refers to a collection of licenses grouped under a single account, which is also used for billing purposes. This interface allows users to define the name of the subscription, select the associated region, state/province, and link it to a specific billing profile. Users can also set the subscription as the default for easy management and viewing.
- A subscription refers to a collection of licenses grouped under a single account, which is also used for billing purposes. This interface allows users to define the name of the subscription, select the associated region, state/province, and link it to a specific billing profile. Users can also set the subscription as the default for easy management and viewing.
- Payment Methods:
- A Payment Method is the option through which users can facilitate transactions by selecting their preferred financial account for payments. It ensures that payments are processed smoothly and securely within the system.
- A Payment Method is the option through which users can facilitate transactions by selecting their preferred financial account for payments. It ensures that payments are processed smoothly and securely within the system.
- Billing Profiles:
- Billing profiles contain the necessary billing information, including addresses, payment method, and contact details, ensuring that each invoice and payment method is linked to the correct account.
- Billing profiles contain the necessary billing information, including addresses, payment method, and contact details, ensuring that each invoice and payment method is linked to the correct account.
Navigate to the Billing menu in the Distributor Tenant
Login to Distributor Tenant -> Main menu -> Billing
Navigate to the Billing menu in the Partner Tenant
Login to Partner tenant -> My profile -> My Account -> Billing
Navigate to the Billing menu in the Customer Tenant
Login to Customer tenant -> My profile -> My Account -> Billing
