Scheduled Billing

3 | Scheduled Billing Configuration within Venue Maintenance

This article covers Schedule Billing Configurations and the relevant configuration options that can be made. Scheduled Billing must be setup within BackOffice in Venue Settings where a Billing Till, Billing Operator, and other settings will be designated.

This article covers Schedule Billing Configurations and the relevant configuration options that can be made.

Scheduled Billing must be setup within BackOffice in Venue Settings where a Billing Till, Billing Operator, and other settings will be designated.

Prerequisites 
  • To access Scheduled Billings features, the applicable Operator Privileges will need to be enabled 
    • Operator Maintenance 'General' Tab
      • System Setup: "Access Venue, Stores & Tills" Flags
      • System Setup: "Maintain Venue, Stores & Tills" Flags
    • Operator Maintenance 'Maintenance' Tab
      • All "Scheduled Billing" Flags

 

 

     

    • Prior to setting up any Scheduled Billings, a Billing Operator will need to be added to the BackOffice Operator List
      • Copy an Existing Operator from a Manager, Support Staff, or Admin. Operator Group and simply name the New Operator, "Auto Billing Operator" or something similar
        • Ensure that this Operator has Billing privileges
        • This Billing Operator will later be assigned for Scheduled Billing

    Enabling Scheduled Billing for a Venue
    • To enable Scheduled Billing for a Venue, follow these steps after logging into BackOffice:

    1. Within the sidebar Menu, select System Setup and then Venue, Stores & Tills beneath that, which will open the Venue & Till List Tab
    2. Either double-click on the desired Venue or highlight the desired Venue and click the Edit Highlighted Venue button in the Header Section
    3. This will open the Venue Maintenance window for the selected Venue
    4. Select the Messaging & Billing Tab within this window
    5. The fields and settings within the Scheduled Billing Section will be discussed further below
    6. Click OK when finished to save all configurations

      • SmartController will need to be restarted once this has been set up for the configurations to become effective

     Venue Maintenance "Scheduled Billing" Settings Detailed

     

    Configuration Option

      Description

    "Enable Scheduled Billing" flag
    • This flag must be enabled for Scheduled Billing to work
    "Billing Till" drop-down
    • This is the Till which all Scheduled Transactions and Payments will associate to
    • Select the Workstation where all Scheduled Billing Transactions will be associated with
    "Billing Operator" drop-down
    • This is the Operator which all scheduled Transactions and Payments will associate to
    • Select the Billing Operator which was created for this purpose
    Billing Time
    • This is the time of day that all Scheduled Billings will attempt to process payments
    Days For a Month
    • This is the number of days that constitute a full month for Billing purposes
    • When Billing by the month, if the number of days to pro-rata is more than this, the system will Bill a full month
    "Payment Device" drop-down
    • If using an External Payment Device that has already been set up, use this drop-down to select the EFTPOS or Payment Gateway Device to be used for Payments

      • Not all EFTPOS devices are supported
    "Payment Retry" drop-down
    • If a Scheduled Bill payment is unsuccessful, Payment Processing will be retried at the interval selected here; e.g., Every Day, Every 3 Days, etc.
    Max Number Retries
    • This is the number of retries before the Scheduled Bill will stop trying to Process Payment
    "Contact Lists for Notifications" drop-downs
    • Notifications can be sent to a contact list for the instances listed:
      • Billing Complete
      • Billing Failed
      • Max Retries Done
    • Use the drop-downs to select an available Contact List to be notified of each respective occurrence
    • Optionally, use the Add buttons to add a New Contact List