Billing Profiles - Invoicing Settings
Posted by Albert Diaz, Last modified by Albert Diaz on 18 August 2018 08:06 AM
A Billing Profile is a group of settings which control functions like invoice delivery, taxation, collection notifications, invoice auto pay and automatic suspension.
The Billing Profile is a required setting on every customer. It is assigned when you create the customer and can be edited on the Billing Details section of an active customer.
Billing Profile settings are global, meaning they apply to every customer using that profile. If a Billing Profile is edited the new settings will affect all customers using that profile.
How to view and edit a Billing Profile.
*Note: If you need any assistance making changes to your Billing Profile or are unsure of how a setting works please contact our support department before making any adjustments. An incorrect change could produce a negative experience for your customer.
The RingLogix App is integrated with the Avalara tax engine. Because taxation has several moving parts and requires knowledge of service classification, tax codes and other settings, they are managed by trained RingLogix Staff members. In general, the Billing Profile controls if taxation is enabled or not. It then requires the use of a tax enabled invoice template and tax enabled monthly price subscriptions. If you have any additional questions about taxation, please contact our support department.
*Note: RingLogix does not provide tax research, consulting or compliance services. Tax compliance services are independently offered by many vendors including Avalara. Your RingLogix account manager can introduce to an Avalara representative to discuss their solutions if desired.