OneBill: Create Agent Settlements Policies and Link to Products

Written by Marissa Orsini

Updated at March 12th, 2024

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Table of Contents

Scope Requirements Editing Settlement Policy Link Settlement Policy To Products

Scope

Intended Audience: White Label Partners

The following steps will show you how to create settlement policies for your agents and link them to your products in OneBill

Requirements

Primary Partner Access to OneBill

Log in to OneBill
Click Channels > Settlement Policies
Click Create Policy
Complete the following information
1. Policy Name: Preferred policy name i.e Agent Commissions
2. Description: Description of policy
3. Define- Default Rules:
  1. Channel: Agent
  2. Rule Type: Retail
  3. Rule Value Type: Percentage
  4. Rule Value: Enter the percentage of commission
  5. Prorate: Yes or No
Click OK

Editing Settlement Policy

Click the settlement policy you want to edit
Click Agent
Click Edit
Update needed information
1. Type: Select agent if creating multiple settlement policies
2. Rule Type: Retail Price
3. Rule Value: Update if applicable
Click Submit

Link Settlement Policy To Products

You cannot edit the settlement policy on a current product. A new product must be created.

Create a New Product
When creating the Price Plan follow these steps
1. Under Charge Details > Settlement Policy Code select the settlement policy.
2. Continue creating the price plan per the doc above.

product linking agent settlements