OneBill: Training Syllabus
Written by Marissa Orsini
Updated at May 30th, 2023
Table of Contents
Scope
Intended Audience: Finance Department & White Label Partners
The following items will be reviewed during the OneBill WLP Training.
Requirements
- Partner Profile Created in OneBill
- Scheduled Training Date
- Pricing > Products
- Products and Tax Mapping
- Config > Settings
- Business Profile
- Branding (Colors, Logo, and Custom Link)
- Invoice Formatting
- Revenue Set Up (Net Terms and Bill Date)
- Custom Fields
- Quotes/Orders (Quote Expiration and Setup)
- Accounting (only if they are integrating with Quickbooks Online)
- Selfcare (Portal Setup and Custom Link)
- Config > Alerts
- Custom Email Alerts
- Alert Enable and Disablement
- CCs and BCC's for Internal Notifications
- Sys Admin > Integrations
- Payment Processors (Most common are Authorize.net, Ippay, and Stripe but have other options)
- SMTP (can use your own or can use ours, just need to let us know.)
- Accounting (This is where we set up the Quickbooks Online integration)
- MFA
- E-Sign (Electronic signature for quoting)
- Sys Admin > Users and Roles
- Add your own employees and different roles in the company.
- Customer > Subscribers
- Create Subscriber (creating a lead is the same process)
- Create an Order (creating a quote is the same process)
- Products Owned
- Order Activation (Prorations Automatic)
- Quoting from Subscriber Profile
- Invoice Actions
- Pay Now
- Send
- Adjust
- Regenerate
- Rectify
- Payments
- Transactions
- Bill Now Function
- Pricing > Rules
- Bill Time Charge (Cost Recovery Fee Setup)
- Reports
- Revenue
- Tax Details Report
- Payment Transaction Detail Report (Shows Payment Declines)
- Subscriber
- Subscriber Report (Shows Details for FCC 477)
- Operations
- Quickbooks Sync Report (Only if using QB Online)
- Revenue
- Import and Export Feature
- Questions?