Billing Configuration

Use Billing Configuration to set billing rates and manage customers.

Responses and Rates, Prices, and Charges

Billing starts when you respond to a ticket.

Bills can have two kinds of charges:

Charge/Rate/Price Description
Response: Unit Rate/Price and Flat Rate/Price These charges apply to each response on a given ticket
Ticket: Flat Charge per Ticket (Ticket Base Price) This charge applies to all tickets with a given registration code. It is applied by the first response (even if the response has no price/rate of its own)

The system adds all charges per ticket response to create a total price.

In the Billing Summary, each ticket’s responses are separate bills (row/line), including responses without charges.

All responses show up in the Billing Summary, whether they have charges or not. If a ticket has a flat ticket price, the first response bills it, regardless of the response's price/rate.

  1. On the top menu bar, click Billing > Billing Configuration. Result: The Billing Rate Summary page appears
  2. On the Billing Rate Summary page, find the registration code that you want to set rates for:
    1. Search or use the page links at the bottom right corner. Click column headings to sort in ascending or descending order
  3. In the Code column, click the registration code

  4. On the Registration Code Bill Rate page, make your changes:

    Field Description
    Customer Name

    The name of the customer you send the bill to.

    Choose customer from list or add new customer: See Add New Customer
    Flat Charge per Ticket

    The charge per ticket is fixed, regardless of the number or type of responses or units of work.

    This field must contain number. To have no flat charge, enter a zero (0).

    Response

    Field Description
    Flat Rate The charge per response is fixed, regardless of the units of work
    Per Facility (Optional)

    Checked: Set rates per facility

    Unchecked: Rates are the same for all facilities
    Unit Rate The charge per unit of work. Units of work usually measure time (hours) or distance (feet)

    Calculation

    The system calculates bills by processing the prices in the order below.

    Response Rates Applied /Billed
    First Response to Ticket Ticket flat rate plus any response rates (flat and unit)
    All Later Responses Any response rates (flat and unit). Responses without rates are listed as rows with zeroes for all prices

     

  5. Click Save

 

  1. On the top menu bar, click Billing > Billing Configuration. Result: The Billing Rate Summary page appears
  2. On the Billing Rate Summary page, in the left column, click Customers
  3. On the Customer Summary page, in the upper right corner, click Add New Customer
  4. On the New Customer page, fill in the fields. See Modify Customer, step 3, below

 

  1. On the Customer Summary page, find the customer. Click column headings to sort in ascending or descending order
  2. In the Name column, click the customer

  3. On the customer page, fill in the fields:

    Customer Information

    Field Description
    Address1 Address of the customer
    Address2 (Optional) Additional address information, if needed
    City City of the customer
    Name Name of the customer
    State State of the customer
    Zip Code Postal code of the customer

    Registration Codes

    Click codes or use the page links at the bottom right corner to find registration codes

  4. Click Save