So there’s a lot of info about how to setup A2Billing, import rates etc, but not really much on how to manage it thereafter.
This is what I’ve found through much trial and much more error, about what things mean and how they work. Pre-pay billing is where A2Billing is aimed, but what about post-pay billing, which is also an option?
Lets start with a simple example: we have a customer on a post-paid account and a billing date of the 1st of the month. We are not applying VAT with A2B at this stage, and really the customer isn’t self-billing, we are invoicing them separately and keeping track of things outside of A2B at the moment.
At this point the customer’s balance is 0 – they haven’t made any calls
We will reference 2 sections of A2Billing at each stage: ‘CB’ meaning Customer Balance as shown in Customers > Add/Search screen. This is what is used to allow calls or not, depending on your CB and credit limit. The second reference is ‘CBs’ which is Customers Balances found under Billing > Customers Balances. There are 4 fields relevant today: Credit, Invoice, Payment, To Pay.