Adding service file information to a product

  1. First, click the Products link in the left-hand navigation menu and then select the product you wish to edit from the Products listings page by clicking its respective Edit button in the Actions column.


  2. On the Edit Product screen, click the Service Files tab at the top-right of the screen.



  3. For a breakdown of the fields:

    Service Code
    The name of the product/service within the service file. You can use the * asterisk character as a wildcard, for example, Seat * would match Seat 200, Seat 201, Seat 202 etc.

    Use service file charge description
    By checking this, Billingbooth will use the product description provided by the service file.

    Services with zero cost create zero amount charges
    By checking this, any service file charges with a cost of zero will not use the associated tariff amounts and apply a charge of zero to the customer.

    Display associated CLI in charge
    Display the service charge's respective CLI against the charge.

    Always skip processing charge
    Check this if you wish to match a charge to a product but you don't want to pass the charge onto the customer. For example, some providers offer non-chargeable numbers as part of seat rentals, which would appear on a service file but you wouldn't charge the customer for.

    If the sell price is zero, skip processing charge
    By checking this, if the sell price of the charge is 0, Billingbooth will skip processing this charge and assigning it to a customer. This option can be used in conjunction with the Services with zero cost create zero amount charges field.

    Allow Credits/Refunds
    Checking this means if the charge value is ever negative, it will create a negative charge against the customer which will reduce the invoice's total amount by the service charge cost when billed.

  4. Once you are happy with the values you have entered, click the Save changes button at the bottom of the form to complete the process and update the product's details.


Next: Uploading a service file

Updated on 2018-10-02 15:26:05 +0100

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