- All Categories Accounts
Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Ticketing
Setting Sonar up for Billing
Getting Started with Accounts
Getting Started with Inventory
Baseline Configuration
User Specific Resources
Accounts
Account Types: Overview & Example Use Cases
Account Statuses: Overview & Example Use Cases
Account Management View: Overview
Scheduled Events: Overview & Use Cases
Notes & Tasks: Best Practices & Use Cases
Child Accounts: Best Practices & How Tos
Disconnecting an Account
Account List View: Overview
Account Groups: Overview & Example Use Cases
Serviceable Addresses: Overview and Usage
Creating a New Account
Billing
Setting up Bank Account & Credit Card Processors
Billing Settings
Billing Defaults
Taxes Setup
General Ledger Codes: Overview
Services: Overview
Building a Data Service
Building Packages
Delinquency Billing Best Practices
Accounts in Vacation Mode
Batch Payments & Deposit Slips: Overview
Payment Reversal vs Refund vs Voiding
Creating Discounts for Services and Packages
Canadian ACH tool
Printed Invoice Batches: Overview
Delinquency Exclusions: Overview and Use Cases
Multi-Month Billing & Multi-Month Services
Email Invoice Batch: Overview
Billing Calculator
Proration Calculator
Communication
Setting up an Outbound Email Domain
Triggered Emails: Setup
Call Logs: General Best Practices
Using the Mass Email Tool
Email Messages: Example Content
Email Categories: Overview & Use Cases
Email Variables & Conditions
Trigger Explanations
Companies
Financial
Contract Templates
Invoice Attachment Use Cases & PDF Examples
Invoice Messages: Overview & Use Cases
FCC Form 477: General Overview and Usage
Invoices in Sonar: Examples, Creation & Contents
Integrations
Inventory
Setup of Inventory: Manufacturers, Categories, and Assignees
Inventory List View: Overview
Inventory Model Management: General Overview
Tracking and Using Consumable Inventory
Jobs
Job Types: Best Practices
Setting Up Schedules General Overview
Applying Task Templates to Jobs
Example Jobs & Templates
Geofences: Overview
Jobs and Scheduling: Overview
Mapping
Misc.
Monitoring
Building a Monitoring Template
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Building Alerting Rotations
Networking
IP Assignments & Sonar
MikroTik: Setting Up a Sonar Controlled DHCP Server
Setting Up a DHCP Batcher
IPAM: Basic Setup
MikroTik as an Inline Device: Integration With Sonar
MikroTik: Controlling Speeds
MikroTik: Controlling Access
Setting Up CoA Proxy
RADIUS: Building Reply Attributes
Data Usage Available Methods
Pulse, Polling, and PHP
MikroTik: Creating a Self-signed Certificate for use in API-SSL
IPAM: Overview
Sonar Flow
RADIUS: Build-Out & Integration with Sonar
Network Dashboard: Overview
Building a Device Mapper
Sonar IP Addressing
Network Sites: Overview
Building RADIUS Groups
Building Address Lists
Finding your OIDs
Sales Whitepapers
Security
User Role Creation & Best Practices
Removing a Terminated Employee In Sonar
Password Policy In Depth
Application Firewall: General Overview and Best Practices
Users: Overview
Role Creation using GraphiQL
System
How to Best Use Global Search
How Your Data is Backed Up
How To Use GraphiQL to Understand the Sonar API
Frequently Used Terms
Sonar's Rich Text Editor
Mutations in the Sonar API
API Calls Using Third Party Applications - Personal Access Tokens
The New Sonar API
A Deeper Dive into the new Sonar API
Consuming the Sonar API
Filtering: Simple vs Advanced
API Wrappers for V1 Compatibility
My Info: Your Personal User Settings
Customizing your Customer Portal
Release Notes
Reporting
Ticketing
Ticketing: Overview
Canned Replies Examples & Templates
Canned Reply Categories
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Ticket Groups To Consider
Using Parent Tickets
How to Integrate Inbound Mailboxes with Slack
Accounting with Sonar
Working With the Sonar Team & Additional Resources
Accounts
Account Types: Overview & Example Use Cases
Account types are used to categorize accounts based on common customer or business types. This article describes how to create account types, as well as why this is useful from a billing perspective.

Account Statuses: Overview & Example Use Cases
In this article, we review account statuses, which allow you to control the activation and organization of an account.

Account Management View: Overview
The account view screen is home to both current and historical information about the account and allows you to perform a variety of actions against an account. This article details all of the information and actions that are available from within this screen and how you can interact with it.

Scheduled Events: Overview & Use Cases
Scheduled events are actions that you can automate within Sonar to have some sort of change occur automatically at a later date. They are configured individually per account and can be utilized to help make your normal processes more efficient.

Notes & Tasks: Best Practices & Use Cases
Notes and tasks allow you to keep all employees on the same page with account related information and help to prevent any necessary tasks from being overlooked. This document contains details on each feature as well as the how-to's of setting them both up.

Child Accounts: Best Practices & How Tos
Child accounts allow you to connect one or more accounts within Sonar, in a parent-child style relationship. This affects account transactions, invoices, and also comes with additional considerations with the account billing parameters that should be reviewed prior to using this functionality.

Disconnecting an Account
Deletion of accounts is not supported within Sonar, however you can disconnect an account. This article provides the how-to for disconnecting accounts, as well as the results that this action has.

Account List View: Overview
This article provides an overview of the information and features available from the account list view within Sonar.

Account Groups: Overview & Example Use Cases
This article provides information on account groups: what they are, how to create them, and examples of how they can be used.

Serviceable Addresses: Overview and Usage
This article will take you through the process of creating a new serviceable address, and explain its usage and some of its limitations.

Creating a New Account
This article provides an example of what account creation looks like in Sonar, and serves as a rough step-by-step guide to creating an account in your own instance.
