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Working with transactions

A transaction enables you to process charges or credits for any resource that is not contained in a collected resource usage file. These can include resources like a base subscription fee, or a monthly maintenance fee, or a credit for an overage for a previous period. Consider defining a set of resources to use specifically for common transactions. Transactions are processed automatically by the charge job

If the customer for whom a transaction is created is associated to a rate plan that does not have a rate defined for the transaction's service, the transaction is not processed.

There are two types of transactions: recurring and non-recurring.

Recurring transactions

Recurring transactions are scheduled as either monthly or daily. Monthly recurring transactions are only processed on the last day of the accounting period. For example, if the following are true:

  • Customer A’s accounting periods are set to the default (match monthly calendar)
  • You add a recurring transaction to Customer A
  • The transaction’s frequency is monthly

Then when you run your batch transaction processing job, the monthly recurring transaction for Customer A will be processed only on run dates of January 31, February 28 (or 29 in a leap year), March 31, April 30, and so on.

Non-recurring transactions

Non-recurring transactions, also known as miscellaneous transactions, are processed only once on their defined transaction date. These can be credits for past overages or a one-time charge.

Creating a transaction

To create a transaction for a customer account

  1. Go to Financial > Customers.
  2. In the customer list, select a customer.
  3. Click the Transactions tab if it is not already selected, and in the Type menu select the type of transaction you want to create, Recurring or Non-recurring.
    Any existing transactions of that type appear in the table. You can select the Show processed option for non-recurring transactions to include transactions that have been run, or select the Show Inactive option for recurring transactions to include transactions that are marked inactive.
  4. Click Add.
    A new row appears in the transaction table with default values entered.
  5. In the Description column, enter a description for the new transaction.
  6. In the Service column, select the service to be charged in this transaction.
  7. In the Amount Type column, select one of the following and then enter an Amount:
    • Units: The transaction applies the Amount you enter as units of the selected service, and charges are computed from the variable rate for that service in the customer's rate plan.
      To credit a customer, this computation must result in a negative number. You can do this either by entering a negative Amount or by setting the variable rate for this service in the rate plan to a negative number.
    • Money: The transaction applies the Amount you enter as currency. This amount is charged.

    Do not create a Units transaction with a service for which the customer's rate plan includes a fixed rate. This results in an error when the transaction is processed and no charges are applied.

    The value in the Amount field is an absolute value. It is not prorated relative to the Charge Interval defined as part of the service.

  8. Use the Active checkbox to toggle whether the transaction is active.
    For example, if you have a transaction that is not needed currently but will be needed in the near future, you can create the transaction with the Active checkbox unchecked, leaving the transaction in an inactive state. When you need the transaction, select the Active checkbox to activate the transaction.
  9. Schedule the processing of the transaction.
    • Recurring transactions: In the Frequency column, select the interval at which to process the transaction, either Daily or Monthly. Then in the Start Date and End Date columns, enter the dates between which processing should occur.​
    • Non-recurring transactions: In the Apply Date column, enter the date on which to process the transaction.
  10. Click Save.
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