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.

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

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.

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

Bill Cycle Run - Allocations on Approval Only

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

Calculate Tax During Order

Enable calculation of tax during the 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 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

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

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. 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 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 show the maximum allowed fractional digits for product prices, instead of showing fractional units based on currency.

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.

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.

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

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

 

 

 

Topic updated: 10/2024.