Automated Billing Function

Table of Content

• General settings of the accounting function
• Settings for financial and bank accounts
• Country-specific settings (e.g.: billing language)
• Settings for automated e-mailing
• Display for verification of the settings made

Administration of Automated Billing Functions

Automated billing allows you to create invoices at the end of the month for the services consumed by your end customers and EMP/CPO partners. The invoices are created automatically and sent to your customers as a PDF document. Below is an overview of the settings and configurations required to run automated billing.

To manage the automated billing features, please go to Finance/Fare Management/Automated Billing. To activate the billing function, please click "inactive" and note that the automated billing function is subject to a fee.

General settings

INVOICE RUN SETTINGS
Here you can configure your settings for automated billing.

ENABLE AUTOMATIC BILLING?
This option activates the automatic billing for charging processes, monthly surcharges or any activation costs. The invoices are automatically generated on the last day of the current month.

AUTOMATIC EMAIL SENDING?
By activating the automatic mailing, the invoices will be sent to the respective recipient e-mail stored in the CRM contact.

If this setting is deactivated, invoices are created in the system but not sent.

CREATE INVOICES WITH AMOUNT 0,00
By default, invoices are created only with an amount greater than 0,00. If you want invoices to be created for 0.00, please activate this function. 

CREATE AGGREGATED INVOICES
To avoid long PDFs, there is an option to create summarized invoices, i.e., to group invoice items together. This function prevents, for example, the creation of individual accounting lines per RFID card. We recommend activating this option!

CREATE YOUR OWN INVOICES PER SUB-ENTITY?
By creating entity-based billing, you allow the creation of invoices in your own design or individual formats of your sub-entities. For this purpose, it is essential to assign the entity management and the related identification media. 

ADDITIONAL SETTINGS

FORCE TAX CALCULATION IN INVOICE RUN
The Force Tax Calculation function is used solely to recalculate all your chargeable transactions for the month. This function should only be activated in exceptional before the invoice run of the current month. Please remember to deactivate it again after the invoices have been created.

INVOICE CONFIGURATION FOR AUTOMATED DOCUMENT GENERATION
This setting allows you to create an invoice configuration for a specific client that is unique from your entity branded invoice run.

GLOBAL START OF BILLING
Here you can define the start date for when the charging processes will be billed. This feature will overwrite the billing start configuration on charge cards. We ask you to pay attention to the exact format: yyyy-mm-dd.

Finance

Under this menu you can configure the "country codes" in which a billing should be allowed.

Internationalization

COUNTRY-SPECIFIC SETTINGS
Here you have the possibility to configure country-specific settings, which will be applied during the automated invoice run.

E-Mail delivery

Here you can configure the settings for sending out invoices by e-mail.

E-MAIL MESSAGE SENT TO CUSTOMERS

Insert your customized text to be included in the e-mail with the invoice. This can contain many variables. An example is provided below:

E-MAIL TO THE CUSTOMER = desired text to be included in the e-mail can be easily inserted here. This can also be customized and can look like the following:

REPLY TO E-MAIL ADDRESS = reply address for comments/questions/complaints.

CUSTOM E-MAIL TEMPLATE = if you would like to use such a template, please contact the has·to·be support. If you have several instances, or have switched from an old instance to a new one and therefore already have a template, you can simply copy the template name and paste it here. This template will then be available to you and will be used accordingly when sending mails.

BCC ADDRESS FOR DOCUMENT SENDING = BCC address for invoice dispatch.

Invoice run validation

In this tab you will find an automatic system check for all settings required for successful automated invoice run. If the monitor shows an incorrect configuration, please fix it before the end of the month to ensure the invoice run on the last day of the month is accurate.

To finish the configuration of the automated billing function, the next step is to create/complete tax settings with the payment terms and number ranges. You will find detailed instructions on how to do this in the article: "Configuring accounts and tax rates".