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) |
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 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 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) | |
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) | |
The definitions of billing terms that are commonly used in Sonar are provided within this article. | ||
This article contains information designed to assist in the creation and configuration of your companies' payment methods and payment processors. | ||
This article will help you understand the methods available to you within Sonar to bill in intervals greater than a single month. | ||
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. | ||
An overview of the Printed Invoice Batches billing tool and details on how to use it is provided in this article. | ||
An overview of the Email Invoice Batch billing tool and details on how to use it is provided in this article. | ||
This article will take you through how to use manual transactions in Sonar, and covers applying services, using refunds and reversals, and managing credits. | ||
In this article, we provide details on ACH Batching in Sonar, an alternate method to receiving payments from customer bank accounts. | ||
This article provides an interactive billing calculator to assist with testing billing settings within Sonar V2. | ||
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. | ||
This article takes you through setting up taxes, as well as breaking down geographical taxes. | ||
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) | |
Packages within Sonar are a collection of services, and allows you to build a group of services to sell together. | ||
This article details the steps required to create and use a delinquent account effectively. | ||
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 article takes you through the process of setting up a payment processor, adding a payment method, and taking a payment from a customer. | ||
This article will help illustrate how to use Delinquency Exclusions to further control and customize the delinquency billing process in your Sonar instance. | ||
This article provides details on the different ways bank account payments can be accepted in Sonar, along with considerations for each. | ||
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 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) | |
This article provides details on how invoices can be configured, customized and created within Sonar. | Invoices in Sonar (7:29) | |
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) | |
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) | |
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) |
General Recommended Resources
Knowledge Base Article | Description | Relevant Cast(s) |
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. | ||
An overview of Sonar's rich text editor is provided in this article, with explanations and examples of each tool available in the editor. | ||
This article provides details on how to use simple and advanced filters within Sonar. | Simple vs Advanced Filtering (6:53) | |
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. | ||
This article provides details on notifications in Sonar, including the different types of notifications available and how you can start using them. | ||
This article provides instructions for contacting support. | ||
This article provides an overview of the Feedback Portal and how you can utilize it to submit and upvote feature requests. | ||
This article provides a brief overview of Sonar's Business Intelligence tool, including how to access reports and the related learning resources available. | ||
This article provides an overview of the Print to Mail feature, including initial setup, permissions needed, and daily use steps. | ||
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. | ||
This article provides information for the "Default page on login" feature, contained in your Sonar Instance's User Profile. |
