Client – Billing Tab Configuration
The Billing tab contains settings related to client billing, rate management, and call allowances. It is divided into five expandable sections:
1. Address
Enter the client’s billing address details.
Fields include:
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Street 1
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Street 2
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City
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State
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Postal Code
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Latitude
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Longitude
Use this section to define the official billing location of the client.
2. Billing Codes
Define internal or custom billing identifiers used for client invoicing.
Fields include:
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Name – A label for the billing code (e.g., “Support Fee”, “Maintenance”).
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Code – The internal code or reference used for tracking.
Click Add New to include multiple billing codes.
3. Billing Email Addresses
Specify where billing-related notifications and invoices should be sent.
Fields include:
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Name – Contact name or department (e.g., “Accounts Payable”).
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Address – Email address to receive billing notifications.
Use Add New to include additional recipients.
4. Override Center Rates
This section allows overriding default center rates for specific services.
Fields include:
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Service – Select the service type from the dropdown.
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Unit Cost – Cost per unit (e.g., per call, per minute).
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Surcharge – Optional additional charge.
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Surcharge Type – Choose from:
• None
• Percentage
• Flat
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Levels – Define pricing tiers if applicable (Level 1, Level 2, Level 3).
Click Add New to apply custom rates for multiple services.
5. Client Allowances
Configure the client’s usage limits or credit allowances.
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Check Override Center Allowances if the client’s limits differ from center defaults.
Fields include:
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Service – The applicable service (e.g., Call Handling, Outbound Calls).
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Amount – Numeric limit of the allowance.
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Apply To – Determines how the allowance is applied. Options include:
• Most Expensive First
• Least Expensive First
• Divide Evenly
• Single Most Expensive
• Single Least Expensive
• In Date Order
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Description – Optional note for internal reference.
Click Add New to set multiple allowances.
Tip:
These configurations are typically used by administrators or billing managers to customize client billing preferences and control how costs are calculated or distributed.