Billing

Accounts in Vacation Mode

The Vacation Status in Sonar allows you to suspend full billing for a customer, and this article will take you through the process of creating it.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

ACH Batching: Overview

In this article, we provide details on ACH Batching in Sonar, an alternate method to receiving payments from customer bank accounts.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Avalara: Overview & Setup

This article provides an overview of Avalara, as well as how to integrate and use it within your instance.

Kristen Fiddes
Updated by Kristen Fiddes

Batch Payments & Deposit Slips: Overview

In this article we provide an overview of the Batch Payment Entry and Deposit Slips tools in Sonar, as well as how you can utilize these to simplify your payment intake process.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Billing Calculator

This article provides an interactive billing calculator to assist with testing billing settings within Sonar V2.

Updated

Billing Defaults

This article provides information on configuring billing defaults as well as commonly used billing default examples.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Billing Settings

This article reviews and breaks down the various Billing Parameters available in Sonar.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Building a Data Service

This article will take you through the creation process and an example of a Data Service, which is used to deliver bandwidth and usage to the customer.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Building Packages

Packages within Sonar are a collection of services, and allows you to build a group of services to sell together.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Canadian ACH tool

This tool allows you to combine your Institution ID and Transit/Branch number into one cohesive routing number for use with Payment Processors in Sonar

Updated

Creating Discounts for Services and Packages

This article will help you understand the methods available in Sonar for creating Discounts which can be applied to a customer's account as part of a service, or service package

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Delinquency Billing Best Practices

This article details the steps required to create and use a delinquent account effectively.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Delinquency Exclusions: Overview and Use Cases

This article will help illustrate how to use Delinquency Exclusions to further control and customize the delinquency billing process in your Sonar instance.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Email Invoice Batch: Overview

An overview of the Email Invoice Batch billing tool and details on how to use it is provided in this article.

Updated

General Ledger Codes: Overview

This document provides an overview of general ledger codes and their use in Sonar.

Updated

General Transactions: Best Practices

In this article, we'll be reviewing some commonly made transactions and how best to handle and process them in Sonar.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

How Sonar Prorates Billing

This article will detail the process and calculations used when adjusting the amount of a debit or credit on a customer account in Sonar.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

How to: Adding a Service to an Account

In this article, we review how you can add all of your services to an account, where these services are added, and what the addition looks like.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

How to Take Bank Account Payments

This article provides details on the different ways bank account payments can be accepted in Sonar, along with considerations for each.

Updated

Leveraging PayPal as a Payment Method in Sonar

This article provides information on the PayPal integration available within Sonar.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Manual Transactions

This article will take you through how to use manual transactions in Sonar, and covers applying services, using refunds and reversals, and managing credits.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Multi-Month Billing & Multi-Month Services

This article will help you understand the methods available to you within Sonar to bill in intervals greater than a single month.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Print to Mail

This article provides an overview of the Print to Mail feature, including initial setup, permissions needed, and daily use steps.

Kristen Fiddes
Updated by Kristen Fiddes

Printed Invoice Batches: Overview

An overview of the Printed Invoice Batches billing tool and details on how to use it is provided in this article.

Updated

Services: Overview

This article details the different types of services available, their use cases, and fields to consider while building them.

Jennifer Trower
Updated by Jennifer Trower

Setting up Bank Account & Credit Card Processors

This article contains information designed to assist in the creation and configuration of your companies' payment methods and payment processors.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Setting Up Payment Methods and Taking Payments

This article takes you through the process of setting up a payment processor, adding a payment method, and taking a payment from a customer.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Taxes Setup

Taxes in Sonar are incredibly flexible, and this article takes you through setting up taxes, as well as breaking down geographical taxes.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Usage Based Billing Policies: Overview and Usage

This article will highlight the functionality of Usage Based Billing within Sonar. It will take you through creating a Usage Based Billing policy. and how it can be used.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Usage Based Billing Policy Free Periods: Overview and Usage

In this article, we review Usage Based Billing Policy Free Periods, which will allow you to exclude usage from certain periods of time from counting against a Usage Based Billing policy.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Using Tax Exemptions - How To

Read Time: 2 mins Deploying taxation in Sonar can take many forms. Whether you're charging taxes on a service-by service basis, or leveraging tax automation, managing how taxes are collected and remi…

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

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