This article explains how to use the Setup > Invoicing > Billing Settings tab to configure your global billing settings as well as the settings for each division and area.
The four fields in the header of the Billing Settings tab apply throughout Helm CONNECT Jobs.
Revenue Allocation Distribution
Revenue allocation distribution is a system-wide setting that determines how much revenue is allocated to each resource if more than one resource is used for a transaction line. There are three options:
- Job Time: Allocates revenue proportionally to each resource based on the time they spent on the job. This is the default setting.
- Job Count: Allocates equal revenue to each resource regardless of the time they spent on the job.
- Job Time + Running Time: Allocates revenue proportionally to each resource based on the time they spent on the job plus running time.
Contract Billing Options
Options for billing contracts: Agent & Tariff Billing, Agent Contract Billing, Customer Contract Billing, or Customer Contract & Tariff Billing. If you don't select one of the tariff billing options, a default tariff won't be used for billing.
From Email Address
The "From" email address used for the invoice email. This must be set to an email address with domain authentication, such as @helmconnect.com.
Invert Exchange Rates
If you select this check box, exchange rates will be inverted instead of being displayed in the conventional manner. For example, if the default currency is BRL the conventional manner would be to display the exchange rate as 1 BRL = 0.26 USD, however, some customers might prefer to invert the exchange rate and display it as 1 USD = 3.75 BRL.
Divisional or Area Settings
The following fields can be managed by division or area.
The default currency type for the division.
Ready For Billing
Indicates when items are ready for billing: at the completion of the trip or at the completion of the order.
Manual Transaction Templates
The default template for manual transactions.
Effective Date Based On
These settings determine the effective date that conditions in billing rules and as well as contract effective and expiry dates are based on. If you don't specify an effective date setting, the system will use “Trip Start”.
You can choose from the available date fields to use a different date to base your contracts and rates on. The system will block you from billing if you are missing the relevant date because without that date the billing rules engine may not be able to apply the correct rates.
Hourly Rounding Rule
These settings determine the default rounding behavior when the hourly quantity type is applied in a billing rule. You can configure your own rounding rules by choosing how many minutes you want the system to round up to, down to, or nearest to.
You can override the default rounding rule for a division or area by creating formulas in the billing rules for any rates that you don't want to use the default.
The default transaction style for invoices.
Invoice BCC email addresses
The Invoice BCC Email Addresses field allows you to enter one or more email addresses to be blind copied on every transaction emailed by the system. This allows you to verify that each transaction has been successfully sent.
If you haven't set a BCC email address for the area and divison of a transaction, the system will use the BCC email address for the parent division or area, if one exists.
Invoice Reply To Email Addresses
The default reply to address selected when someone replies to an invoice email.