Billing Overview

Use the Billing Management feature to set billing rates per registration codes and responses, create invoices, or export data.

Once Billing is set up, the first response that has a charge creates a bill.

Use this procedure to set up billing. Your registration codes and responses must be set up before using this procedure. See Registration Code Summary and Responses.

Steps Description Location
1

Set up rates. For each registration code's response, choose the charges per ticket, per response (and per facility, if needed), and per customer

Billing > Billing Configuration > Create or Modify Bill Rates
2

Optional. Create customer. For each customer, add the registration codes of the companies that they are a customer of

Billing > Billing Configuration > Customers > Add New Customer