Go-Live Check List for Billing

Product Catalog:

  1. Import Products
  2. Setup Price Lists by Segment, Market and Sales Unit/Commit Term either Monthly or Annual

Billing Contracts:

  1. Confirm Billing Contract Settings:
    • Strategy (Advance or Arrears)
    • Confirm Billing Frequency
    • Confirm Prorate Unit
    • Refund Strategies
  2. Setup Invoice Template
  3. Billing Automation Settings
  4. Price Lists, Currencies associated with the Billing Contract
  5. Billing Contract Start Dates

Subscriptions:

  1. Review all Active Change Logs associated with a Subscription and archive Change Logs that have already been invoiced.
  2. Subscription Pricing and discounts