Add or Edit HTTP Request Operations for Billing Actions

Billing HTTP operations are managed in the Setup application’s Notification Management Module. Refer to Configure HTTP Request Operation for Invoice Notifications for more information about invoice notifications.

Complete the following steps to add or edit HTTP request operations:

1. Select Rating & Billing from the Gotransverse application menu .

   

   Billing Management Window

   Click the icon in the left pane to hide it. Click the icon to open it.

2. In the Actions section, click the Friendly Name active link of the action you wish to configure to open the Action Configuration window.

   

   Actions Section

3. On the Action Configuration window, in the HTTP Request Operations section, click the Add button to add a new HTTP request operation, or click Edit in the Actions column for an operation to edit the operation. Both actions will open the Configure HTTP window.

   

   Action Configuration Window

4. On the Configure HTTP Request window, enter the required and relevant information:

   The fields in the configuration window are based on the type of Invoice notification. The first image shown is an example of a Configure HTTP Request window for Distribute Invoice. The second image is an example of a Configure HTTP Request window for Invoice Overdue. Both windows include the same list of Palette parameters.

   

   Configure HTTP Request Window - Distribute Invoice

   

   Configure HTTP Request - Invoice Overdue

   Required fields are marked with an asterisk.

   • Enable Operation checkbox — Indicates whether the operation is on and available for use. Select or deselect the checkbox to enable or disable this action as follows:

     • Selected: The request will occur.

     • Not selected: The request will not occur. This request can be enabled later. Any request operation can be enabled at any time after they are created.

   • Days From Due Date* — Only for Invoice Overdue. Defines the number of days before or after a customer's payment is due to be paid.

     Also select either the Before Due Date or After Due Date radio button.

   • Before Due Date radio button — Indicates that the action occurs the specified number of days before the due date.

   • After Due Date radio button — Indicates that the action occurs the specified number of days beyond the due date.

   • Amount Due — Sets a monetary amount that triggers the action. For example, if the amount due is set to less than $0.00, then no notification is sent for any invoice with an overdue amount less than $10.00 and all invoices with an overdue amount greater than $10.00 triggers notification.

     Select an operator:

     • > greater than the amount due.

     • >= greater than or equal to the amount due.

     • < less than the amount due.

     • <= less than or equal to the amount due.

     Then, enter or change the dollar amount. If the field is left blank, all dollar amounts are considered.

   • Auto Payment Method — Only for Invoice Overdue. Select a payment method from the drop-down list.

   • Invoice Type — Only for Distribute Invoice. Select an option from the drop-down list:

     • All Invoices: Notification is sent for all invoices.

     • Standard Invoices Only: Notification is sent for standard invoices.

     • Manual Invoices Only: Notification is sent for manual invoices. If selected, also select a Manual Invoice Reason.

   • Manual Invoice Reason — Only for Distribute Invoice and Manual Invoices Only invoice type. Select either the Inclusive or Exclusive radio button and a corresponding reason in the text box below it. You can select one reason for Inclusive or Exclusive.

   • Billing Account Custom Field — Only for Distribute Invoice. Select from the list of enabled Account Custom Fields. The list also includes the option All to select all enabled Account Custom Fields.

   • Billing Account Custom Field Value — Only for Distribute Invoice. For text custom field types, enter a value that will trigger the notification. For list custom field types, select from a list of options, including All, to trigger the notification.

     If the option All was selected in the Billing Account Custom Field field, this field does not display.

   • Account Category — For multi-entity tenants only. Select the account category from the drop-down list.

   • External Application* — Select an HTTP external application that you configured in External Applications.

   • URL* — Enter the URL of the website to access. Access to an external website is configured in the External Applications module.

   • Http Method* — The type of call this action makes. Select an option from the drop-down list: POST, GET, or DELETE.

   • Content Type* — Enter the provided content type, if needed. You can enter up to 255 characters.

   • Date Format* — Change the provided format if needed. Default is MM/dd/yyyy, which displays the date as 09/24/2023.

   • Add New Header Name/Value — Click this button to display two additional fields, which can be used to add extra content to the header.

     If you have added too many Name/Value fields, you can click the Remove Last Header Name/Value button to remove the last set of Name and Value fields.

     • Name*: The header’s name.

     • Value*: The value to be included in the header.

   • Payload: Select items from the Palette on the right to add to the Payload text box.

     You can highlight a palette item and then drag it to the Payload text box.

5. Click Finish to save the request. The HTTP request is added (or updated) in the HTTP Request Operations section of the Action Configuration window.

 

 

 

Topic updated: 04/2024.