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.
This article reviews and breaks down the various Billing Parameters available in Sonar.
The Billing Defaults page allows you to configure a set of billing instructions for specific account types, allowing fine control for each account type created as part of the billing set-up If you ne…
Taxes in Sonar are incredibly flexible, and this article takes you through setting up taxes, as well as breaking down geographical taxes.
General Ledger Codes: Overview
This document provides an overview of general ledger codes and their use in Sonar.
This article details the different types of services available, their use cases, and fields to consider while building them.
Building a Data Service
This article will take you through the creation process for a Data Service, which is a Sonar that delivers bandwidth and usage to the customer. This article takes you through an example and its creation.
Packages within Sonar are a collection of services, and allows you to build a group of services to sell together.
Delinquency Billing Best Practices
This article details the steps required to create and use a delinquent account effectively.
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.
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.
Payment Reversal vs Refund vs Voiding
This article provides insight into the differences between payment reversals, refunds, voiding credits on an invoice, and voiding an invoice within Sonar.
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
This echoes the settings found in Sonar V2 billing parameters. It will calculate things based on the initial date entered (Bill Date). For a full explanation of how Billing Defaults work, use the Bil…