Billing

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 1 month ago by Mitchell Paul-Soumis

Billing Settings

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

Mitchell Paul-Soumis
Updated 2 months ago by Mitchell Paul-Soumis

Billing Defaults

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

Alex Moore
Updated 1 day ago by Alex Moore

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 2 months ago by Mitchell Paul-Soumis

General Ledger Codes: Overview

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

Morgan Wynnes
Updated 9 months ago by Morgan Wynnes

Services: Overview

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

Alex Moore
Updated 1 month ago by Alex Moore

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 4 months ago 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 9 months ago 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 1 day ago by Mitchell Paul-Soumis

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 9 months ago by Mitchell Paul-Soumis

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.

Morgan Wynnes
Updated 2 months ago by Morgan Wynnes

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 6 months ago 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 2 months ago 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

Matt Glosson
Updated 1 year ago by Matt Glosson

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.

Morgan Wynnes
Updated 1 month ago by Morgan Wynnes

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 1 day ago 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 6 months ago 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.

Morgan Wynnes
Updated 3 months ago by Morgan Wynnes

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.

Morgan Wynnes
Updated 9 months ago by Morgan Wynnes

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 2 months ago 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 9 months ago by Mitchell Paul-Soumis

Billing Calculator

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

Matt Glosson
Updated 2 months ago by Matt Glosson

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 4 months ago 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 3 months ago 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 3 months ago 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 9 months ago by Mitchell Paul-Soumis

Avalara: Overview & Setup

This article provides an overview on what Avalara is as well as how to integrate and use it within your instance.

Kristen Fiddes
Updated 1 month ago by Kristen Fiddes

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