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.
Billing Settings
This article reviews and breaks down the various Billing Parameters available in Sonar.
Billing Defaults
This article provides information on configuring billing defaults as well as commonly used billing default examples.
Taxes Setup
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.
Services: Overview
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 and an example of a Data Service, which is used to deliver bandwidth and usage to the customer.
Building Packages
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.
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
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.
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
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.
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.
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.
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.
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.
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.
ACH Batching: Overview
In this article, we provide details on ACH Batching in Sonar, an alternate method to receiving payments from customer bank accounts.
Billing Calculator
This article provides an interactive billing calculator to assist with testing billing settings within Sonar V2.
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.
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.
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.
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.
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…
Avalara: Overview & Setup
This article provides an overview on what Avalara is as well as how to integrate and use it within your instance.
Print to Mail
This article provides an overview of the Print to Mail feature, including initial setup, permissions needed, and daily use steps.
