Table of Contents

Services: Overview

Alex Moore Updated by Alex Moore

Overview

The services page allows you to create and edit services in the system. Services are how you generate transactions - no charge (or discount) can be applied to an account without a service.

Service Fields Breakdown

The following fields are present when creating all service types:

Enabled

If a service is not enabled, it cannot be added to any new customer accounts, but it will remain on any existing accounts.

Name

A descriptive name for the service. This will be visible to a customer.

Company

If a selection is made here, only accounts existing under the companies selected will have the service available to be added to them.

Account Groups

If a selection is made here, only accounts existing that are members of one of the account groups selected will have the service available to be added to them.

Application

One of either Debit or Credit. A debit service will charge a customer. A credit service will provide a customer with a discount.

Amount

The amount the service transaction will charge or discount the customer. Not applicable to adjustment services, which have a custom amount entered when they are applied.

When creating an adjustment service, the amount will represent the total amount that an agent can apply using this adjustment within a certain number of days.

General Ledger Code

This will apply a general ledger code for all transactions created by this service to be used in reporting.

Taxes

If you are not utilizing tax automation, you can select taxes to apply to debit services from the list. There is also an option to exempt a certain amount of the service from taxation. This is used if there is a portion of certain services that are provided tax free in a certain jurisdiction.

Service Type Breakdown

The following is a breakdown of the service types available in Sonar, and use cases.

One Time Service

One-time services represent services which are to be debited once, and only once, clearing out of the services tab on a customer account automatically once billing runs. One-time services are typically used for installation fees, equipment sales, labor, etc.

Recurring Service

Recurring service selection represents any non-voice or non-data services that may recur on a routine basis, such as equipment rental or email services.

While all data and voice services are recurring, if you create any voice or data services as recurring, any FCC477 or CPAC reporting in Sonar will no longer be accurate.

Additional Fields:

Billing Frequency

This is how often this service will bill at the rate specified in Amount. For example, if you sell domain names, and you want to bill for domain renewal yearly, you could set the Billing frequency to 12, and the Amount to the yearly cost of the renewal. Please note that this value does not interact with the Months to bill option that can be set on an account. If an account is not set to bill monthly, then services with a billing frequency greater than 1 will not be able to be added to the account.

Expiring Service

Expiring services are a recurring service which will remove itself from the account after a certain amount of time has elapsed. It is probably most often used for recurring discounts, but could also be used in the case of rent-to-own equipment.

Additional Fields:

Billing frequency in months

This is how often this service will bill at the rate specified in Amount. For example, if you sell domain names, and you want to bill for domain renewal yearly, you could set the Billing frequency to 12, and the Amount to the yearly cost of the renewal. Please note that this value does not interact with the Months to bill option that can be set on an account. If an account is not set to bill monthly, then services with a billing frequency greater than 1 will not be able to be added to the account.

To learn more about setting out multi-month billing, check out our article HERE!

Times to run

This is the number of times the expiring service will run before removing itself from the account.

Adjustment Service

Adjustment services are price-agnostic services, and can be created as either debits or credits, and applied to accounts to adjust bills or bill for actions or services that are difficult to define by a traditional pricing model.

Additional Fields:

Roles

If a selection is made here, only users that are members of one of the roles selected will have the adjustment service available to be selected.

Amount

This is the total amount that a single user is allowed to adjust in total across all accounts based on the days selected. If left blank, this service can be used to any amount.

Days

This field represents the period of time in which transactions are tracked to calculate against the total defined in the Amount field. If the amount has a value, this field must as well.

Overage Service

Overage services work together with data services in order to allow automatic billing of data overages and specify the number of gigabytes to apply for the overage.

Additional Fields:

Gigabytes

This is the total amount of Gigabytes that will be added to an accounts usage based billing policy for the billing period that the overage service is added to.

Voice Service

Voice services are a recurring service that track the minutes available, as well as the cost per minute for local and long distance calls. Voice services also require configuration of the interval for phone calls, which determine the billing interval in minutes and seconds.

Additional Fields

Unlimited local minutes

If this is checked, local calls will never be charged for.

Local Minutes

If unlimited local minutes is not checked, this is the number of free local minutes supplied with the service.

Cost Per Minute For Local Calls

If unlimited local minutes is not checked, this is the cost per minute for local calls after the free minutes are exhausted.

Unlimited Long Distance Minutes

If this is checked, long distance calls will never be charged for. A long distance call would be any call that doesn't have a local prefix, and isn't defined in your rate deck.

Long Distance Minutes

If unlimited long distance minutes is not checked, this is the number of free long distance minutes supplied with the service.

Cost Per Minute For Long Distance Calls

If unlimited long distance minutes is not checked, this is the cost per minute for long distance calls after the free minutes are exhausted.

Inbound toll free rate per minute

If you assign a toll free number to an account, this is the amount the customer will be charged per minute for any inbound calls to that toll free number. These are identified by seeing the toll free number in the destination section of the CDR.

Interval in seconds

This is the minimum number of seconds to charge for a call. For example, if this is 60, and a customer makes a 5 second call, they will be billed for 60 seconds.

Sub interval in seconds

This is the number of seconds to charge for after the first interval. For example, if this is 6, then after the first interval is hit, the call will be billed in 6 second increments going forward.

Local prefixes

Enter all the prefixes that are used for local calls here. For example, if all calls to an area code of 414 are local, enter 414 here. You can enter as many prefixes as you like.

Data Service

Data services include all network services where data usage and network speed are tracked. With Data services, you can also specify the FCC technology code.

A detailed article of building data services is also available.

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