A Billing class is a definition of various properties (e.g. invoice terms) which can be easily applied to a large number of Accounts.


In order to create billing class go to Billing -> Billing Class.  


In order to setup new Billing Class click On Add Billing Class


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Fill all required Information and click on save button.


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Field

Value
Class Name Name of a specific Billing class.
Description  A logical description of this Billing Class.
TAX Set the taxes that are to be applied to the customers of this class. you can select multiple taxes.
Payment Term Invoice terms, i.e. how many days after invoice generation payment is expected.
Round Charge Amount Rounding of the invoice total.
Billing Timezone Timezone in which you want to bill your customer.
Invoice Template Invoice Template for Invoice Creation.
Send Invoice Email

 Defines the way of delivering the invoice to the customer via email. Select one of the available options:

  • Automatically – A PDF copy of the invoice is automatically sent to the customer when a new invoice is created.

  • After admin review – A PDF copy of the invoice is sent to the customer only after review and approval by admin.

  • Never – A PDF copy of the invoice is not sent to the customer.
Invoice Format Invoice CDR attachment  Based on Summary OR Call Details


Apply this Billing Class when create new account or update existing Account.