Setup Requirements for the Third-Party Billing Interface

Following are the control maintenance records used for the Eclipse interface with third-party billing services such as Billtrust and Invoice Connection, along with additional setup requirements.

Control Maintenance Records

Set the following control maintenance records:

• Valid Invoice Select Codes

• Default Invoice/Statement Sort

• Valid Customer Statement Cycles

• Default Settings For Batch Invoices And Statements

• BillTrust Interface Open Balance File Hold Prt Status

• BillTrust Interface Open Balance File Settings

FTP Access

Before you can upload files to your billing service's FTP site, you must identify the FTP access information. You can have separate addresses for statements and invoices, if needed.

Archive Purge Frequency

You need to identify how often to purge the invoice and statement generation archives.

Invoices and Statements

Define sending parameters for batch invoices and statements at the customer level, as needed.

Customize your invoices and statements to include user-defined data in addition to the standard invoice or statement data, as needed.

See Also:

Third-Party Billing Interface Overview

FTP (File Transfer Protocol) Concepts