Title and Copyright Information
Preface
- Audience
- Documentation Accessibility
- Diversity and Inclusion
1 Getting Started with Billing Care
- About the Billing Care User Interface
- About Authorization
- About the User Menu
- About the Account Bar
- About the Actions Menu
- About the Home Section
- About the Bills Graph
  - Bill and Payment Indicators
  - Account Information Indicators
- About the Bills Section
- About Exporting Grid Contents
- Using Keyboard Shortcuts
- About Date and Time Formats (Release 15.0.1 or later)
2 Creating and Finding Accounts
- Finding an Account
  - Search Dialog Box
  - Sorting Search Results
- Creating an Account
  - Configuring SIM Cards
- Working with Subscription Groups
- Making Account Services Inactive or Terminating Them
3 Account Information
- Viewing and Changing Account Information
  - Changing Customer Security Hints and Answers
- Changing the Account Status
  - Products and Account Status
  - Hierarchical Groups and Account Status
- Working with Deferred Actions
- Working with the Newsfeed
- Working with Account-Level Notes
- Working with Credit Limits, Credit Floors, and Thresholds
  - Setting up Credit Limit, Floor, and Thresholds
  - Credit Limit, Floor, and Thresholds Dialog Box
- Finding a Bill
- Viewing and Adding Subscriber Preferences
  - Filter Services Dialog Box
- Viewing Bill Details
- Viewing Refunded Bills
- Viewing Account Balances
- Viewing an Invoice
- Working with Events
- Working with an Account in Collections
- Returning to the Landing Page
4 Purchases
- Purchasing New Products and Services
- Purchasing Add-On Products
- Transitioning Bundles and Packages
5 Assets
- About Assets
- Working with Service-Focused Asset Cards
- Working with Assets in a Product-Focused Table
- Working with Contracts (Release 15.0.1 or later)
6 Subscriptions (Release 15.0.0 only)
- About Account Subscriptions
- Viewing Subscriptions
- Working with No-Contract Subscriptions
- Working with Contracts
7 Billing
- Creating a Bill on Demand
- Generating Corrective Bills
8 Batch Payments, Refunds, and Reversals
- Importing a Batch Payment File
- About Batch Payment Template Files
- Creating, Editing, and Processing Payment, Refund, and Reversal Batches (Release 15.0.1 or later)
- Working with Batch Templates (Release 15.0.1 or later)
- Create Batch Page (Release 15.0.1 or later)
- Create or Edit Template Page (Release 15.0.1 or later)
- Search Dialog Box (Release 15.0.1 or later)
- Suspend Payment Dialog Box (Release 15.0.1 or later)
9 Payments
- Initiating a Payment
- Making a Payment
  - Make a Payment Dialog Box
- Viewing Payment Details
- Allocating Payments
- Allocating a Payment
  - Allocating a Payment to a Bill Unit or an Item
  - Allocate Payment Dialog Box
- Reversing a Payment
- Working with Suspended Payments
10 Accounts Receivable
- Working with Adjustments
- Working with Disputes
- Working with Settlements
- Working with Refunds
- Working with Write-Offs
- Transferring Negative Balances to Another Bill
11 Organization Hierarchies
- About Organization Hierarchies
- Creating an Organization Hierarchy
- About Account Hierarchy Types
- Assigning Hierarchy Types to Accounts
- Adding Child Accounts to an Organization Hierarchy
- Adding a Parent Account to an Organization Hierarchy
- Modifying the Hierarchy Relationships of Child Accounts
- Modifying the Hierarchy Relationships of Parent Accounts
- Removing a Child Account from an Organization Hierarchy
- Viewing an Account's Organization Hierarchy
12 Billing Hierarchies
- About Billing Hierarchies
- Creating a Billing Hierarchy
- Adding Nonpaying Children to a Parent's Bill Unit
- Removing Nonpaying Children from a Billing Hierarchy
- Adding a Paying Parent for a Child's Bill Unit
- Changing a Bill Unit's Parent Account
- Returning a Bill Unit to an Account's Own Payment Method
- Viewing Who Pays for a Bill
13 Financial Setup
- Working with Payment Methods
- Adding a Payment Method
  - Financial Setup New Payment Method Section
- Editing a Payment Method
  - Financial Setup Bill Unit Section
  - Financial Setup Edit Payment Method Section
- Deleting a Payment Method
- Adding Bill Units to an Account
- Editing a Bill Unit
  - Financial Setup Edit Bill Unit Section
- Moving Services between Bill Units
- Changing a Bill Unit's Invoice Template
- Assigning a Bill Unit for Payment by Another Account
- Adding and Changing Basic Tax Information
- Adding Tax Exemptions
  - Financial Setup Tax Setup Section
14 Sharing Groups
- Working with Resource Sharing Groups
- About Charge Sharing
- About Discount Sharing
- About Profile Sharing
15 Collections
- About Collections
- Finding an Account in Collections
  - Filtering Collections Search Results
  - Sorting Collections Search Results
- Viewing a Bill Unit in Collections
  - Collections Details Page
- Removing a Bill Unit from Collections
- Adding a Collections Action to a Bill Unit
  - Add Action Dialog Box
- Changing the Status or Due Date of a Collections Action
  - Edit Action Dialog Box
- Viewing Actions History for a Bill Unit in Collections
- Replacing a Bill Unit's Collections Scenario
  - Replace Scenario Dialog Box
- Making a Payment for a Bill Unit in Collections
- Assigning a Collections Agent
- Working with Exempted Bill Units
- Working with Promise-to-Pay Agreements
- About Collections Sharing
16 Deposits
- Working with Deposit Configurations
- Working with Deposits
17 Installments
- Working with Installment Specifications
- Working with Installment Schedules
18 Notifications
- About Notification Specifications
- Creating a Notification Specification for Delivery Within A Day
- Creating a Notification Specification for In-Advance Delivery
- Creating a Notification Specification for Post-Event Delivery
- Modifying a Notification Specification
- Finding Notification Specifications
- Create Notification Specification Wizard Reference