Skip to main content

Service Billing

Utilize robotic process automation to ease the billing process.
PrismERP's service billing solution is an all-inclusive and adaptable solution for operating any kind of service billing functionality, including service contract requirements, billable services, service sale orders, and service contracts.

Benefits​

  • Service Wise New Service Analysis
  • Branchwise New Service Analysis
  • Customer Transaction Summary
  • Service Up Down Request List
  • Package Wise Service Sales
  • Subscribers Services List
  • Service Sale Order List
  • Service Wise Sales

Core Features​

  • Partial Billing for Service Upgrade/Downgrade
  • Packages & Contract Management
  • Subscriber Contract Management
  • Auto Invoice Email to Customer
  • Service Upgrade/Downgrade
  • Bill Notice via Email / SMS
  • Automated Bill Generation
  • Subscriber Management
  • Service Management
  • Service Dashboard
  • Service Multi-unit
  • Service Invoice

Service Management​

1) Add Service Item:​

Service item can be added with the types on demand service or Recurrent service.

  • On demand means work-based payment.
  • Recurrent service refers to monthly service charges.

2) Service Item List Page:​

The list page shows all service items created in the application.

  • The left side displays all service item names.
  • The right side shows service information and its fee.
  • Modifications can be made by clicking the icon in the top right corner.
  • New service items can be added from the service list.

3) Add Services:​

Steps to add a service:​

  1. Navigate to Service
  2. Fill in the details:
    • Item Type: Recurrent or on-demand service.
    • Item: Name of the service item.
    • Name: Name of the new service.
    • Unit of Measurement: kg, cm, m, unit, etc.
    • Step Size: Decimal or whole number quantity.
    • Preferred Vendor: Vendor for providing service.
    • Purchase % VAT, Sale % VAT, Sale Discount, Purchase Discount.
    • Purchase Price and Sale Price.
    • MRP (Maximum Retail Price).

PrismERP’s Service Billing supports multi-units, allowing multiple units while adding a service.

4) Service List:​

Displays all services created in the application.

  • Services can be activated or deactivated.
  • The left side shows all service names.
  • The right side displays service package details.

Service Packages​

1) New Service Package:​

A service package contains multiple services offered as a bundle.

Required Fields:​

  • Name: Service package name.
  • Branch: Assigned company branch.
  • Start & End Date.
  • Service Information:
    • Item & Service Name
    • Unit Cost
    • VAT % & VAT Amount (calculated automatically)
    • Quantity & Total Cost

2) Service Package List:​

Displays all created service packages.

  • Left Side: Package name, status & amount.
  • Search filter: Find specific packages by name or branch.
  • Manage Status: Activate/deactivate multiple packages.
  • Modify Packages: Edit package details.

Contract Request​

A contract request is used for subscribing or upgrading service packages, requiring approval.

1) Add Service Contract Request:​

Fields:​

  • Party & Name
  • Branch
  • Service Information
    • Package Selection (auto-fills details and bill dates)

2) Contract Request List:​

  • Displays all service contract requests.
  • Status pending, approved, or rejected.
  • Approved requests complete the service contract process.

Service Contract​

1) Add Service Contract:​

A service contract is created directly by the highest approval authority.

  • Difference: Contract requests need approval, while contracts are directly created.

Upgrade/Downgrade Management​

Upgrade/Downgrade allows customers to modify their service packages.

1) Add Service Upgrade/Downgrade Request:​

Fields:​

  • Party (Requesting entity)
  • Contract (Existing contract for modification)
  • Package (Auto-filled after contract selection)
  • Service & Request Date
  • Next Billing & Current Plan Details
  • New Plan Details
  • Adjustment Amount & Service End Date

Once submitted, the request appears as pending until approved.

2) Upgrade/Downgrade Request List:​

  • Displays all requests.
  • Approve, reject, or modify requests.
  • Search specific requests.
  • View Accepted Requests.

Subscriber Management​

Manages all subscriber clients, services, contracts, and requests.

1) Subscriber List:​

  • Displays all subscribed parties and their subscription dates.
  • Clicking on a party shows detailed service information.
  • Unpaid balances are marked in red.

2) Subscriber Services:​

  • Lists subscribed services.
  • View contract, product quantity, billing type, and last billed date.
  • Modify contracts.

Auto Invoice Generation​

Automatically generates invoices and sends them via email.

1) Configuration:​

  • Service Billing.
  • Enable Auto Invoice Notice.
  • Define Invoice Notices (Sequential email notifications based on billing date).
  • Auto Send schedules notices X days after bill generation.

Billing Notification​

Billing notifications ensure timely payment collection via automated email/SMS alerts.

Invoice Printing & Sending​

Invoices can be printed and sent to customers or management.

Steps:​

  1. **Navigate to Select Invoice.
  2. Available print options:
    • Service Sale Order List
    • Service Wise Sales
    • Package Wise Service Sales

Reports of Service Billing​

Reports can be customized based on client needs. Available reports:

  1. Service Sale Order
  2. Service Wise Sale Order List
  3. Service Wise Sales
  4. Service Upgrade/Downgrade Analysis
  5. Subscriber Service List
  6. Package Wise Service Sales
  7. One-time Charge vs Monthly Recurring Charge Analysis
  8. Branch Wise New Service Analysis
  9. Service Wise New Service Analysis