How do I setup billings in TOPAZ?

[Belinda Frick]

I will recommend Topaz 1.6.0.7 or newer for invoicing.

Billings allow you to draw a invoice on calls made or received. You have the
option to add a markup on incoming and outgoing calls.

1. Select billing:
You can bill on numbers, extension, users, accounts.
Go to DATA > NUMBERS/EXT/USERS/ACCOUNTS tick the billing block.
Numbers can be grouped together by PERSON/COMPANY/GROUP (be ware of spelling).
Go to DATA > NUMBERS to enter grouping by PERSON/COMPANY/GROUP.

2. Enter markup:
Where do I add the markups for the billings?
TOPAZ fixed cost by extension for billing purposes

3. Print Invoice:

Billing Report: Block information
TOPAZ: Where do I use company details?

Select BILLINGS > MASTER BILLINGS>

Under GENERATE BILLING: Select the billing you require
You can use your grouping (example PERSON/COMPANY/GROUP)
for NUMBERS group together in DATA > NUMBERS
Under WHO: ALL = all calls
WHERE BILLING IS SET = Only the EXTENSIONS selected
for billing (in TOPAZ > DATA > EXTENSIONS)
INDIVIDUAL = Select from drop-down box
(by option ticked under GENERATE BILLING)

Under PRICE OR COST: COST = Telkom cost,
PRICE = Billing amount (Telkom Cost + Markup)

Under CALL TYPES: BOTH = all calls,
PRIVATE CALLS ONLY = all calls marked as private.
BUSINESS CALLS ONLY = all calls marked as business.

Under WHERE EXCEED: DURATION = minutes.
COST = Telkom cost,
PRICE = Billing amount (Telkom Cost + Markup)
The EXCEEDING COUNT allows you to only print invoice if calls longer that
your EXCEED COUNT (minutes/cost/price).

INCLUDE INCOMMING CALLS: By default only outgoing calls are billed.
If you tick it, the incoming calls will also be included.

If you tick USE DESTINATION then your Topaz information will be used.
(By default the Telkom destination information is printed).

FROM DATE Enter date for start of invoice range

TO DATE Enter date for end of invoice range

Click on VIEW to preview the report.
If correct click on PRINT.

Please Note:

When using Branch, Department, Section, Account Code
make sure that your User details is setup correct in TOPAZ under
[DATA -> EXTENSION/USER/ACCOUNT/LOOKUPS -> BRANCH/DEPARTMENT/SECTION]
ALSO SEE: TOPAZ Account Code Report: Data Setup