User Guide

Please email training@callscripter.com for omissions or errors.
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Example Invoice PDF

Invoice PDFs can be made individually in View/Edit Invoices, or in bulk using the Bulk Generate Invoice PDFs option.  The content and layout of the invoice is determined by the settings and graphics specified in Global Billing Options - Edit CallCentre Data.
 
 
Example Invoice PDF
 
 
1

Invoice Logo

1. Invoice Logo
The Invoice logo is set up in the Global Billing Options.  It must be available on the web as it it specified by adding a URL.
2

Call Centre Details

2. Call Centre Details
When setting up your Global Billing options, you must enter at least one entry in the Global Billing Options - Edit Call Centre Data.  If your organisation operates under more than one name, you can then specify which customers will be billed using which contact centre details.
3

Customer Name and Address

3. Customer Name and Address
The customer name and address will appear as it does in the Script Editor and Call Manager.  See Customers and Scripts.
4

Settlement Text

4. Settlement Text
The settlement text will appear as set up in Global Billing Options - Settlement Text.  Different settlement text statements can be associated with each customer in Customer Billing Options - Settlement Terms Text
5

Invoice Footer Message

5. Invoice Footer Message
The Invoice Footer Message is created when setting up Global Billing Options - Edit CallCentre Data
6

Invoice Communications Text

6. Invoice Communications Text
Invoice communications are added in Global Billing Options
7

Invoice Footer

7. Invoice Footer
The invoice footer is added as a URL to an image in Global Billing Options - Edit CallCentre Data
8

Billing Report Detail

8. Billing Report Detail
This section shows all of the detail generated via  generating invoices by running the billing report plus any variable or ad-hoc items added in the View/Edit Invoices section.