User Guide |
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SET UP GLOBAL BILLING OPTIONS
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DONE?
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Up to six time bands can be configured. Calls taken between these times, on specific days can be charged at a specific rate per chargeable minute, or per call. Rates for calls within the time bands are defined at the customer level.
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These are optional extras that can be added to the invoice in addition to the call and event related data extracted from the database.
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Add a range of settlement statements to be shown at the foot of your invoices, e.g., Payment within 30 days"
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(Optional) A message that will appear on the bottom of all invoices, e.g., "Wishing all our customers a Merry Christmas!"
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Set up your address and logo as you want it to appear on the invoice (you must set up at least one)
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Import customers from CallScripter (or Sage Accounts).
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SET UP CUSTOMER BILLING OPTIONS
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These settings apply to every monthly invoice, and include management fees, free minutes, tax rates, etc.
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Choose from the available bands set up in the Global billing Options and apply rates and volume
options.
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Optional fixed rates can be selected from the global rates of billing and applied to the customer as a monthly fixed cost. The can also be set up individually without adding them to the global rates.
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Optional variable Rates can be added to the customer invoice once the billing report has been run and edited accordingly.
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Optional event rates are used in conjunction with a Billable Event Control which should be placed in the script at the point that should result in a fixed charge for a particular service.
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SET UP SCRIPT FOR BILLING
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Add the chargeable control to your script on the Wrap Page. The Chargeable Control is linked to, and populated by the Outcome control.
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When setting up outcomes, each outcome can be set as Chargeable, or not. The Outcome chosen by the agent updates the content of the Chargeable control
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(Optional) Where a specific response to a script by a caller results in a chargeable service, you can add an event to the script which logs the event and it's associated cost in the billing system.
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