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.

Billing System Settings
Name	Description	Data Type	Possible Values	Default Value	Tenant Editable
Account Information Section Heading	The label displayed in the heading of Account Information section on the invoice.	Text	NULL	Account Information	Yes
Accounts to invoice	The accounts to invoice during the bill cycle run. Options include: ALL — Include all accounts. CHARGES — Include only accounts with any charges, adjustments, or payments. PERIOD — Include only accounts with a service period either starting or closing.	List	ALL CHARGES PERIOD	ALL	Yes
Agreement Start Date	Controls the date used to set the Agreement Start Date. Options include: Order Date — Sets the Start Date to the date the order was confirmed. Activation Date — Sets the Start Date to the date the service was activated.	List	Activation Date Order Date	Order Date	Yes
Allow different pricing period	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	Allow multi-customer Accounts.	Boolean	TRUE FALSE	TRUE	Yes
Allow Payment Address	Allow a payment postal address to be entered with a payment.	Boolean	TRUE FALSE	TRUE	Yes
Allow Payment Email Address	Allow a payment email address to be entered with a payment.	Boolean	TRUE FALSE	TRUE	Yes
Allow Payment Phone Number	Allow a payment phone number to be entered with a payment.	Boolean	TRUE FALSE	TRUE	Yes
Allow product service period to differ from account's bill cycle	Allow services to have a different service period from the account's bill cycle.	Boolean	TRUE FALSE	TRUE	Yes
Amount to Auto Pay	Controls the basis for the auto-payment amount. Options include: INVOICE — Invoice amount to pay will be used. ACCOUNT — Lesser of invoice amount to pay or account balance will be used. ALL_INVOICES — Total of all account invoices amount to pay will be used.	List	INVOICE ACCOUNT ALL_INVOICES	INVOICE	Yes
Apply early termination fees on active services only	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
Assign Accounts to Bill Cycle Run - Max Accounts Batch Size	Maximum number of accounts in a batch during the assign accounts part of a bill cycle run.	Integer	> 0	10000	No
Assign Accounts to Bill Cycle Run - Max Accounts Batch Size for Checking Child Accounts	Maximum number of accounts in a batch for checking child accounts during the assign accounts part of a bill cycle run.	Integer	> 0	250	No
Bill Cycle Run - Allocations on Approval Only	Defines the behavior of when payment and credit allocations should occur during a bill cycle run. If set to TRUE, occurs on approval. If set to FALSE, occurs on run. Needs to be set to TRUE for certain tax processors (OneSource, Vertex).	Boolean	TRUE FALSE	TRUE	Yes
Calculate Tax During Order	Enable calculation of tax during order process.	Boolean	TRUE FALSE	TRUE	Yes
Check Validation Types	A list of check validation types (generally by country).	List	NONE USA	USA	Yes
Create job that initiates the TRACT rerate function	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
Credit Adjustment Expiration	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
Default application behavior for payments or credits unallocated in response to negative Reverse and Adhoc manual invoices	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
Default backdate to midnight on change service	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
Default backdate to midnight on service deactivation	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.	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	Determines whether to use Billing or Service address for tax calculations.	List	BILLING_ADDRESS SERVICE_ADDRESS	BILLING_ADDRESS	Yes
Distribute Invoice Content	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 Account 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	Do not perform usage event rerate or rollover processing during bill cycle runs. If TRUE, no usage event rerate or rollover processing will occur during bill cycle runs. If FALSE, normal usage event rerate and rollover processing would occur.	Boolean	TRUE FALSE	FALSE	No
Early suppression bill cycle run processing - Max Accounts batch size	Defines the maximum number of accounts allowed per batch during the Assign Accounts process of a bill cycle run.	Integer	> 0	10000	No
Enable Agreement Minimum Amount	Enable the minimum amount for an Agreement.	Boolean	TRUE FALSE	FALSE	No
Enable Balance Forward Statement Processing	Enables balance forward statement processing.	Boolean	TRUE FALSE	FALSE	No
Enable Bill Batch Auto Approval Default Value	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
Enable Responsible Account Management	Allow billing charges to be the responsibility of another billing account.	Boolean	TRUE FALSE	FALSE	Yes
Enable setting a default value of the manually apply field for credits created in response to negative Standard, On Demand, and On Order invoices	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
Enforce sequential billing account numbers	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 an Account Information section	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
Include Account Information on PDF invoices	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 a new Service in advance of its first bill cycle.	Invoice new services in advance of their first bill cycle.	Boolean	TRUE FALSE	FALSE	Yes
Invoice Group - Max Invoice Batch Processing Size	Maximum number of invoices in a batch during the invoice group processing as part of a bill cycle run.	Integer	None	500	No
Mandatory Billing Address	Enforces billing address to be required during billing account and order creation.	Boolean	TRUE FALSE	TRUE	Yes
Maximum batch size for processing bill cycle invoice distribution steps	Specify the maximum number of invoices to process in a single batch during bill cycle invoice distribution	Integer	None	50	No
Maximum batch size for processing bill cycle invoice update steps	Specify the maximum number of accounts to process in a single batch during bill cycle invoice update	Integer	None	200	No
Maximum bill sample percentage	The highest percentage value that can be entered by the user when defining Bill Cycle Sample Rules.	Integer	NULL	10	No
Maximum days past due	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.	Maximum number of billing periods within a segmented month bill cycle.	Integer	None	2	Yes
Max number of invoices for batch Tax Posting	Maximum number of invoices to process as a batch for tax posting during the bill cycle run.	Integer	None	50	No
Maximum number of Days to create Counter before it resets	This parameter specifies number of days in advance a Counter should be created before it resets.	Integer	None	7	Yes
Maximum number of tiers allowed for tiered pricing	The number of tiers supported for product prices.	Integer	None	10	No
Maximum number of accounts per bulk bill cycle change request.	Sets the maximum number of accounts that can be processed per bulk bill cycle change request.	Integer	None	100	No
Maximum quantity for non-unique product	The maximum allowed quantity for non-unique products. Max supported value is 9999999.99999.	Long	None	99999	Yes
Maximum Refund In Days	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	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	Number of days in advance that usage rules are copied from product to service.	Integer	NULL	2	No
Overall Invoice Distribution	Defines which invoice distribution methods should be used during the process of invoice generation. Possible values: None Email Paper Paper Email	List	Email None Paper Paper & Email	Email None	Yes
Posting days to display	The number of days in the past for which the system will display posted general ledger transactions.	Integer	NULL	10	Yes
Redistribute Usage Rules	Redistribute service period usage rules of services in usage allocation pools.	Boolean	TRUE FALSE	FALSE	Yes
Render Invoice Content	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
Show product price Maximum Fractional Digits	When TRUE, instead of showing fractional units based on currency, will show the maximum allowed fractional digits for product prices.	Boolean	TRUE FALSE	FALSE	Yes
Specifies batch size for Invoice status updates during bill cycle processing	Specifies the batch size for Invoice status updates during bill cycle processing.	Integer	None	1000	No
Specifies transaction batch size for invoice status updates during bill cycle processing	Specifies the transaction batch size for Invoice status updates during bill cycle processing.	Integer	None	50000	No
Supported Credit Card Types	A list of credit cards supported by the application.	List	AMEX DISCOVER MASTERCARD VISA	AMEX DISCOVER MASTERCARD VISA	Yes
Suppress the generation of an invoice if there is a 100% discount and invoice total equals zero.	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 invoices if invoice total equals zero; even if there is payment, credit adjustment, manual invoice, or child invoice activity.	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
Suppress the generation of invoices that contain only a previous balance.	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
Suppress the generation of invoices that contain zero amount item charges.	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
Suppress the generation of invoices that have zero amount rated activity records.	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 that contain only payment and/or credit adjustment charges and invoice total is 0.	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
Suppress zero rated activity records on the invoice	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
Tax Calculation for Discounts	Determines whether a discount should be taxed based on the charge category of the product being discounted or the Discount Charge category. Refer to	List	DISCOUNT_CHARGE_CATEGORY PRODUCT_AND_PRICE_CATEGORY	DISCOUNT_CHARGE_CATEGORY	Yes
The Number of billable days for Invoice report	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 High Water Mark Service Quantity value during billing	Use this setting if a Service Quantity is changed.	Boolean	TRUE FALSE	TRUE	Yes
Use Payment Term default value	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.	Boolean	TRUE FALSE	TRUE	Yes
Use SSN number in Avalara integration	When TRUE, social security number will be used as tax ID in Avalara tax processing.	Boolean	TRUE FALSE	FALSE	Yes