Table of Contents

Billing Administrator Resources

The resources linked below are intended to provide an overview of main topics and actions that billing administrators would need to be familiar with when using Sonar software.

Required Resources

Knowledge Base Article

Description

Relevant Cast(s)

Account Management View: Overview

The account view screen is home to both current and historical information about the account and allows you to perform a variety of actions against an account. This article details all of the information and actions that are available from within this screen and how you can interact with it.

Account Management View (26:14)

Scheduled Events: Overview & Use Cases

Scheduled events are actions that you can automate within Sonar to have some sort of change occur automatically at a later date. They are configured individually per account and can be utilized to help make your normal processes more efficient.

Scheduled Events (7:38)

Notes & Tasks: Best Practices & Use Cases

Notes and tasks allow you to keep all employees on the same page with account related information and help to prevent any necessary tasks from being overlooked. This document contains details on each feature as well as the how-to's of setting them both up.

Notes (2:56)

Tasks (5:02)

Disconnecting an Account

Deletion of accounts is not supported within Sonar, however you can disconnect an account. This article provides the how-to for disconnecting accounts, as well as the results that this action has.

Disconnecting an Account (3:15)

Sonar Billing Definitions

The definitions of billing terms that are commonly used in Sonar are provided within this article.

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.

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.

Multi-Month Billing and Multi-Month Services (5:09)

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.

Batch Payments and Deposit Slips (5:13)

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.

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.

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.

Taxes Setup

This article takes you through setting up taxes, as well as breaking down geographical taxes.

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 a Data Service (5:13)

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.

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.

Setting Up Payment Methods and Taking Payments (5:47)

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.

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.

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.

Triggered Emails: Setup

Triggered emails are an easy way to have customized emails sent out to customers automatically based on the occurrence of a particular event. This article details how to set up your own customized triggered emails.

Triggered Emails (9:15)

Invoices in Sonar: Examples, Creation & Contents

This article provides details on how invoices can be configured, customized and created within Sonar.

Invoices in Sonar (7:29)

Invoice Attachment Use Cases & PDF Examples

An invoice attachment is a way to deliver non-billing information to an account in their next invoice. Steps on how to add an invoice attachment are included in this article, as well as examples of where this might be helpful.

Invoice Attachments (3:01)

Invoice Messages: Overview & Use Cases

This article explains what invoice messages are, how they can be used, and how you can add them to your Sonar instance.

Invoice Messages (3:16)

Understanding Sonar Reports

This article will help illustrate the differences between various reports that exist by default in your Sonar instance, and how they can be used to improve your experience and accelerate your organization's growth.

How to Create a Report (11:36)

Knowledge Base Article

Description

Relevant Cast(s)

How to Best Use Global Search

Global search is a helpful tool that will quickly and efficiently find what you are looking for within Sonar. From searching partial terms to specific entity IDs, global search will return all results relevant to what you are searching and also assist you with navigating to those results within the system.

How to Best Use Global Search (4:50)

Sonar's Rich Text Editor

An overview of Sonar's rich text editor is provided in this article, with explanations and examples of each tool available in the editor.

Filtering: Simple vs Advanced

This article provides details on how to use simple and advanced filters within Sonar.

Simple vs Advanced Filtering (6:53)

My Info: Your Personal User Settings

This article provides details on the My Info page within Sonar, where an individual user can access and modify their user-specific settings and information.

My Info: Your Personal User Settings (4:19)

Notification Preferences

This article provides details on notifications in Sonar, including the different types of notifications available and how you can start using them.

Best Practices for Fast Tracking a Support Request

This article provides instructions for contacting support.

Feedback Portal / Suggest a Feature

This article provides an overview of the Feedback Portal and how you can utilize it to submit and upvote feature requests.

Feedback Portal & Suggest a Feature (6:10)

Sonar's Business Intelligence: Overview

This article provides a brief overview of Sonar's Business Intelligence tool, including how to access reports and the related learning resources available.

Navigating the Reports Dashboard (7:25)

Print to Mail

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

Communication Tools: Overview

This article provides an overview of the Communication Tools feature in Sonar, including an in-depth look at the individual functions —along with how to use them— and what permissions are required.

Controlling Your Landing Page: Personal Preferences

This article provides information for the "Default page on login" feature, contained in your Sonar Instance's User Profile.

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