A service record is one billable thing a customer has: a phone number, an NBN connection, a licence. Each record points at a service type and carries its own fee, quantity and start date. Calls only rate against a service that exists, so add the record before the first call records arrive.
¶ Add a service to a customer
- Open the customer's page and scroll to the Services panel. Click Create Service Record.
- Choose the Service Type. Without one, calls on this service will not rate.
- Enter a Billing Name, a friendly label printed next to the service ID on the invoice, e.g. 0391234567 (Main office trunk).
- Enter the Service ID: the phone number, circuit ID or licence reference the carrier uses.
- Check the Quantity and Monthly Fee. The fee defaults from the service type's list price; change it here for a customer-specific price.
- Set Date Started. Billing is calculated from this date.
- Click Save.
The service inherits the customer's rate card. To price this one service differently, pick a Call Rates card under Billing Options before saving.
¶ Billing options
| Setting | What it does |
|---|---|
| Bundle / Site | Group the service into a bundle or a customer site. |
| Contract Term | Contract length in months; drives early-termination charges. |
| Call Rates | Rate card override for this service only. |
| Service Status | Active, Pending, Suspended, Pending Disconnection, Disconnected or Churned. Pending services are not billed. |
| Billing Cycle | Leave on Default to follow the customer. |
| Show Free Items on Invoice | Override the service type's setting for $0 lines. |
| Custom Next Invoice Date | Force the date this service next bills. Rarely needed. |
| Notes | Free text that prints on the invoice. |
The other cards (Wholesale Provider, Site, IP, User, NBN, CPE and Data details) hold provisioning information and are covered in Services and subscriptions.
Next: run your first bill run.