Billing System Settings
Billing system settings define how billing information displays and how bill cycles function in the tenant.
NOTE: The value in the Tenant Editable column indicates whether or not the system setting can be edited by a user.
-
Yes — A user (with the appropriate role and security authorities) can edit the system setting value in the Admin application, as well as return it to the default value. Refer to Edit System Settings.
-
No — The system setting can only be edited by a Gotransverse representative. Contact Gotransverse Technical Support before editing the system setting to ensure the change will not cause issues within the tenant.
Name | Description | Data Type | Possible Values | Default Value | Tenant Editable |
---|---|---|---|---|---|
The label displayed in the heading of Account Information section on the invoice. |
Text |
NULL |
Account Information |
Yes |
|
The accounts to invoice during the bill cycle run. Options include:
|
List |
ALL CHARGES PERIOD |
ALL |
Yes |
|
Controls the date used to set the Agreement Start Date. Options include:
|
List |
Activation Date Order Date |
Order Date |
Yes |
|
Allow the Product Price to have a different service period from the account’s Bill Cycle. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
Allow multi-customer accounts. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
Allow a payment postal address to be entered with a payment. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
Allow a payment email address to be entered with a payment. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
Allow a payment phone number to be entered with a payment. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
|
Allow services to have a different service period from the account's bill cycle. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
Controls the basis for the auto-payment amount. Options include:
|
List |
INVOICE ACCOUNT ALL_INVOICES |
INVOICE |
Yes |
Determines if agreement early termination fees should be applied to only an active service being deactivated. FALSE indicates early termination fees apply to an active or scheduled service being deactivated. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
|
Maximum number of accounts in a batch during the assign accounts part of a bill cycle run. Refer to Bill Batches for more information about bill batches and adding accounts to a bill batch. Also, see Assign Accounts to Bill Cycle Run - Max Accounts Batch Size for Checking Child Accounts and Early suppression bill cycle run processing - Max Accounts batch size system setting definitions. |
Integer |
> 0 |
10000 |
No |
|
|
Maximum number of accounts in a batch for checking child accounts during the assign accounts part of a bill cycle run. Refer to Bill Batches for more information about bill batches and adding accounts to a bill batch. Also, see Assign Accounts to Bill Cycle Run - Max Account Batch Size and Early suppression bill cycle run processing - Max Accounts batch size system setting definitions. |
Integer |
> 0 |
250 |
No |
Defines the behavior of when payment and credit allocations should occur during a bill cycle run - either on approval or on run. TRUE payment and credit allocations occur on approval. FALSEpayment and credit allocations occur on run. If using either OneSource or Vertex tax processors, must be set to TRUE. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
|
Enable calculation of tax during the order process. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
A list of check validation types (generally by country). |
List |
NONE USA |
USA |
Yes |
Create job that initiates the Gotransverse rerate function. This setting cannot be changed from FALSE to TRUE if there are any services or products with a configured usage rule on a tenant that has a recurring allowance with a recurrence interval > 1. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
|
Controls which method is used to evaluate credit adjustment expiration. INVOICE_DATE — The expiration date is evaluated based on the invoice date. The adjustment can be applied if credit adjustment expiration date is greater than or equals to the invoice date. BILLING_PERIOD — The expiration date is evaluated based on billing period dates. The adjustment can be applied only when the credit adjustment expiration date is greater than or equals to the invoice’s bill cycle run Open date AND is less than the bill cycle run Close date. |
List |
INVOICE_DATE BILLING_PERIOD |
INVOICE_DATE |
Yes |
|
|
Select the default application behavior for payments and credits unallocated due to negative Reverse and Adhoc manual invoices. Auto — Payments and credits will automatically apply. Manual — Payments and credits will not automatically apply. |
List |
Auto Manual |
Manual |
Yes |
When change service date is set to today, true sets the date and time of change service to the greater of midnight of today or the date and time of the service start date. False sets the date and time of change service to when it occurred. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
|
|
When TRUE, this parameter will default the date of a service deactivation to midnight of the current date. When set to FALSE, it will default to the exact time (to the second) of the deactivation. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
|
Defines when in the bill cycle linking of usage event charges will occur. LEGACY— Linked during RUN and SIMULATE step. RUN— Linked during RUN step. APPROVAL— Linked during APPROVE step. NONE — Links not created. |
List |
LEGACY RUN APPROVAL NONE |
LEGACY |
Yes |
|
Determines whether to use Billing or Service address for tax calculations. |
List |
BILLING_ADDRESS SERVICE_ADDRESS |
BILLING_ADDRESS |
Yes |
Enable distribution of invoice and additional invoice content during bill cycle run. If TRUE, distribute invoice and additional invoice content based on the Invoice Type selected for the billing account. If FALSE, do not distribute anything. Refer to Create Customer and Associated Billing Accounts for more information about creating billing accounts in the Customer Billing application. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
|
Do not perform usage event rerate or rollover processing during bill cycle runs. TRUE — No usage event rerate or rollover processing will occur during bill cycle runs. FALSE — Normal usage event rerate and rollover processing will occur. |
Boolean |
TRUE FALSE |
FALSE |
No |
|
Defines the maximum number of accounts allowed per batch during the Assign Accounts process of a bill cycle run. Refer to Bill Batches for more information about bill batches and adding accounts to a bill batch. Also, see Assign Accounts to Bill Cycle Run - Max Account Batch Size and Assign Accounts to Bill Cycle Run - Max Accounts Batch Size for Checking Child Accounts system setting definitions. |
Integer |
> 0 |
10000 |
No
|
Enable the minimum amount for an Agreement. |
Boolean |
TRUE FALSE |
FALSE |
No |
|
|
Enables balance forward statement processing. |
Boolean |
TRUE FALSE |
FALSE |
No |
Default value for the Bill Batch Auto Approval checkbox when initiating a bill batch. When TRUE, the default value for the auto approval checkbox is checked. When FALSE, the default value is unchecked. Refer to Billing Management Module for more information about bill batches. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
|
Allow billing charges to be the responsibility of another billing account. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
|
|
If set to TRUE, the Manually Apply field on a credit adjustment created in response to negative Standard, On Demand, and On Order invoices will default to Yes, and user will have to manually select to which invoice to apply the credit adjustment. If set to FALSE, the Manually Apply field will default to No, and the credit adjustment is automatically applied to all open invoices, beginning with the oldest open invoice. Refer to Account Adjustments (Customer Billing section) or Invoices (Accounts section) for more information on credit and debit adjustments. |
Boolean |
TRUE FALSE |
FALSE | Yes |
|
Enforces that billing account numbers must be sequential as opposed to ordered. Sequential numbers do not have gaps. Whereas gaps between numbers can exist when using ordered. Ordered (non-sequential) will have a performance benefit. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
Include this section in the (PDF) Invoice. When set to TRUE the Invoice includes an Account Information section. When set to FALSE, an Account Information section will not be included in the Invoice. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
Will include an Account Information section in the PDF invoice. When FALSE, the section will not be included on invoices. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
Invoice new services in advance of their first bill cycle. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
|
|
Maximum number of invoices in a batch during the invoice group processing as part of a bill cycle run. |
Integer |
None |
500 |
No |
Enforces billing address to be required during billing account and order creation. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
|
Specify the maximum number of invoices to process in a single batch during bill cycle invoice distribution |
Integer |
None |
50 |
No |
|
Specify the maximum number of accounts to process in a single batch during bill cycle invoice update |
Integer |
None |
200 |
No |
The highest percentage value that can be entered by the user when defining Bill Cycle Sample Rules. |
Integer |
NULL |
10 |
No |
|
|
The maximum or largest number that can be entered by the user when defining Late Payment Fee Rules. |
Integer |
None |
60 |
No |
|
Maximum number of billing periods within a segmented month bill cycle. |
Integer |
None |
2 |
Yes |
|
Maximum number of invoices to process as a batch for tax posting during the bill cycle run. |
Integer |
None |
50 |
No |
|
This parameter specifies number of days in advance a Counter should be created before it resets. |
Integer |
None |
7 |
Yes |
|
The number of tiers supported for product prices. |
Integer |
None |
10 |
No |
Sets the maximum number of accounts that can be processed per bulk bill cycle change request. |
Integer |
None |
100 |
No |
|
|
The maximum allowed quantity for non-unique products. Max supported value is 9999999.99999. |
Long |
None |
99999 |
Yes |
|
Determines if a refund is possible from a date perspective. The set number of days defines how many days after the payment was made a refund can be accepted. |
Integer |
None |
90 |
Yes |
|
Number of Account Components allowed to display on a billing account. |
Integer |
NULL |
2 |
Yes |
Number of days in advance that usage rules are copied from product to service. |
Integer |
NULL |
2 |
No |
|
|
Defines which invoice distribution methods should be used during the process of invoice generation. Possible values:
|
List |
None Paper Paper & Email |
None |
Yes |
|
The number of days in the past for which the system will display posted general ledger transactions. |
Integer |
NULL |
10 |
Yes |
|
Redistribute service period usage rules of services in usage allocation pools. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
Enable rendering of invoice and additional invoice content during bill cycle run. If TRUE, render the invoice and additional invoice content based on the Invoice Type selected for the billing account. If FALSE, do not render anything. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
|
When TRUE show the maximum allowed fractional digits for product prices, instead of showing fractional units based on currency. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
|
Specifies the batch size for Invoice status updates during bill cycle processing. |
Integer |
None |
1000 |
No |
|
Specifies the transaction batch size for Invoice status updates during bill cycle processing. |
Integer |
None |
50000 |
No |
|
A list of credit cards supported by the application. |
List |
AMEX DISCOVER MASTERCARD VISA |
AMEX DISCOVER MASTERCARD VISA |
Yes |
|
Suppresses the generation of invoices when there is a 100% discount and invoice total equals zero. FALSE indicates invoices will be generated even if the invoice has 100% discount and invoice total equals zero. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
|
Suppress the generation of zero dollar invoices if there are only payments, credits, or manual or child invoices. TRUE indicates zero dollar invoices will NOT be generated if they would show only these payments, credits, or manual or child invoices. |
Boolean |
TRUE FALSE |
FALSE |
No |
Suppresses the generation of invoices that would only contain a prior balance. FALSE indicates invoices will be generated even if the invoice only has a previous balance. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
Suppresses the generation of invoices when there are zero amount item charges. FALSE indicates invoices will be generated even if the invoice has zero amount item charges. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
|
Suppresses the generation of invoices when they have activity records and all of them are rated as zero amount. FALSE indicates invoices will be generated even if they contain only zero rated activity records. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
Suppress the generation of invoices when there are only payment and/or credit adjustment charges and invoice total equals zero. FALSE indicates invoices will be generated even if there are only payment and credit adjustments and the total equals zero. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
|
Suppresses the display of activity records on invoices if the activity records are rated as zero amount. FALSE will display zero rated activity records on the invoice. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
Determines whether a discount should be taxed based on the charge category of the product being discounted or the Discount Charge category. |
List |
DISCOUNT_CHARGE_CATEGORY PRODUCT_AND_PRICE_CATEGORY |
DISCOUNT_CHARGE_CATEGORY |
Yes |
|
The number of billable days supported for calculating charges in Service Activity Charges section of the Invoice report. Refer to Gotransverse Reports Knowledge Base articles for more information about reports. |
Integer |
NULL |
1 |
No |
|
|
Use this setting if a Service quantity is changed. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
Default value for the Use Payment Term checkbox when running a bill cycle run. A payment term is used in determining the invoice due date. Refer to Add a Bill Cycle in the Rating & Billing section of the user guide for information on how to select this checkbox. |
Boolean |
TRUE FALSE |
TRUE |
Yes |
|
When TRUE, social security number will be used as tax ID in Avalara tax processing. |
Boolean |
TRUE FALSE |
FALSE |
Yes |
Topic updated: 10/2024.