Billing Lifecycle: Difference between revisions
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The following is a common work flow which may be used in your business when working with Commit: | The following is a common work flow which may be used in your business when working with Commit: | ||
<div class="center">'''I: Log a problem'''<br>When a customer reports a problem, open a Ticket in Commit | |||
'''I: Log a problem'''<br>When a customer reports a problem, open a Ticket in Commit | |||
-> | -> | ||
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'''IV: Billing'''<br>Bill the customer for the relevant Charges recorded (unless covered by a contract) | '''IV: Billing'''<br>Bill the customer for the relevant Charges recorded (unless covered by a contract) | ||
</div> | |||
The work flow explained in this document focuses on the Charging phase (III) and the Billing phase (IV). | The work flow explained in this document focuses on the Charging phase (III) and the Billing phase (IV). | ||
===Alternative Work Flows=== | ===Alternative Work Flows=== | ||
Revision as of 09:14, 3 August 2009
The following is a common work flow which may be used in your business when working with Commit:
When a customer reports a problem, open a Ticket in Commit
->
II: Solve the problem
Handle the Ticket remotely (e.g. by the phone or remote control) or by dispatching a technician for an onsite visit
->
III: Log the work done (Charging)
Log Charge records for the time spent, work performed or parts used in order to solve the problem (resolve the Ticket)
->
IV: Billing
Bill the customer for the relevant Charges recorded (unless covered by a contract)
The work flow explained in this document focuses on the Charging phase (III) and the Billing phase (IV).
Alternative Work Flows
The flow above assumes you will be working with Tickets in order to report on a customer issue.
Alternatively, it is possible to add Charges for an Account (customer) directly in the Account or Contract (see Using Contracts). This can be helpful in certain cases, such as, when a customer visits your office/repair shop and purchases products or parts, or where you offer consulting services and need to track the time spent on consulting.