Resources
Online demos
Online demo
General System Walkthrough
A guided tour of the quote to cash process of taking an order, customizing pricing, running billing and an overall walkthrough of the LogiSense solution. Providing a "day in the life of" view of the billing process.
Adding a New Customer Account
Walking through the process of manually adding an account to LogiSense Billing. What pieces of data are needed and how is it configured for customer billing rules.
Finding the Right Customer Account
Walking through the process of finding the right account in LogiSense Billing. How do you perform a search and filter it to find exactly what you're looking for.
Selling a Product to a Customer
Assigning a new product you've sold to a customer. How to choose the product and how to customize the pricing based on the agreed deal with the customer.
System Report Configuration Options
LogiSense Billing contains a powerful reporting engine. Configure data views within the system and then layout any kind of filtered view in a report.
Product Catalog & Billing
Consumption Drawdown Pricing
Create a flexible pricing model by setting up a budgeted amount of spend for multiple services. Allow your customer to draw down on the set amount based on the services they consume.
Price Books - Managing Location Based Pricing
Customers want to track data for products and services sold around the world holistically, which means allowing the product to be sold in different regions and currencies.
Create a Flexible Product Catalog
A flexible product catalog is essential to providing your company the agility to meet market demands and ensuring that you're one step ahead of the competition.
Leveraging State Based Subscriptions
Configure your subscriptions with multiple states. Each state of the subscription can have different flat or tiered pricing to provide volume discounts.
Billing Contract Enforcement Rules
Enforcing contracts is an essential aspect of ensuring that you're capturing the correct revenue based on the current state. Have your customers met their commitments?
Managing Bill Runs and Groups
Grouping your customers by how they want to be billed provides a flexible way to manage either fully automated or approval based bill runs for maximum flexibility.
Automating Collection Dunning Rules
Automating your dunning process allows for the system to chase down customers who have missed payment terms and notify you when they reach a certain stage.
Manual Payment Disbursement Process
Payments can be automatically processed and disbursed, or they can be manually split and applied to targeted invoices when there may be an invoice in dispute.
Extensibility
Salesforce CPQ/Billing & Consumption Drawdown
LogiSense offers a powerful Consumption Drawdown pricing model allowing for integration with Salesforce CPQ to provide advanced usage models to Salesforce users.
Salesforce Advanced Usage Dashboard
LogiSense Advanced Usage and Data Transformation for Salesforce provides usage, rating and mediation capabilities to extend the reach of Salesforce in IOT, Communications and Software as a service
Developer Rest API Access & Tooling
LogiSense Billing is entirely API driven where the full system is exposed as available RESTful APIs. Anything the system is capable of can be called by a 3rd party.
Data Import and Transformation
Utilize the built in UI to apply logic to field transformations such as combining multiple fields, manipulating data, logic decisions or run custom formulas.
Create Custom Fields & Validation
Add custom fields to screens to store additional information on LogiSense billing data objects. Choose the field type, location and validation rules for your data.
Usage Rating
Fixed & Variable Share Plan Configuration
A Share Plan is an entity that defines the rules and parameters around how usage is to be shared. Both Fixed and Variable share plans provide flexible sharing options.
Usage Mediation Setup & Exception Handling
LogiSense's powerful data import tooling allows for easy consumption, transformation and mediation of usage data. Capture lost revenue by managing exceptions.
Adding Usage Rates and Plans to your Catalog
Rate any type of usage data from simple to complex. Whether it be data, voice, SMS, APIs or any kind of recordable event record. LogiSense has you covered.
Rounding Rules & Location Rating
Rating can be straight forward or can be segmented by location, have specific rounding rules, depend on the time of day or other factors when selecting the proper rate.
Assigning Usage Identifiers to Services
When billing for usage based services, a unique identifier must be assigned to the service to link the usage data to an account that can then be billed with a proper rate.