Smile News – August 2017
|Bulk invoice processing
A Smile billing run generates and sends bulk invoices then schedules automatic payments. Each billing run generates a bulk invoice for accounts and subscriptions with an invoicing period that ends on a specific date.Understanding how Smile software processes bulk invoices helps you troubleshoot problems with the billing run. When the billing run starts, the following occurs:
You can approve invoices manually or automatically.
As part of the billing process it is useful to understand the following concepts:
|Make a payment from search
You can quickly pay an account or an invoice from search in Smile. Search for an account name or the number of the invoice to pay in Smile. Select the account or invoice entry and then you can either click the icon or right-mouse click on the required entry and click Payment. Complete payment details, then click Pay. All done!For more detailed instructions on how to make a payment from search see the User Guide.
Account notes let you add information to an account. For example, you can use notes to record a summary of a conversation with a customer to help other operators manage the account. Notes appear on the Notes page of an account and under the Account Balance panel. You can classify highlighted notes as notes or warnings.In addition to notes, you can also add collection notes to an account. Collection notes let you add notes about your progress in recovering the balance of the account’s overdue invoices.For more detailed instructions on how to add account notes see the User Guide.
|New in the Smile API:
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