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Billing Management Overview
Vlocity does not include a billing engine, but Vlocity can access, report, and analyze billing data. Prebuilt processes and the Vlocity data model interact with billing data. The Vlocity Billing Management module, not an engine, aggregates billing data across multiple billers. Billing Management aggregates billing data on a schedule.
For example, you can call the information up when a call comes in or schedule a monthly data load. Reporting can store bill, bill line items, and Omnistudio Data Mapper data.
Communications-specific objects and the data model extend the Salesforce Case object to support billing disputes. Billing Management includes billing reports and dashboards, billing and usage interfaces, and data maintenance service.
You can manage billing directly from a Billing Aggregator, Billing, Business, or Consumer Account record. Statements, statement line items, and account balances are imported from your company's billing system. View comprehensive billing and usage reports. Add payment methods and create payment adjustments directly from the account record to be exported to the billing system for processing.
Neither Salesforce nor Vlocity are billing systems, but Billing Management retrieves specific information from other systems. This enables the customer service representative to handle billing questions. Representatives can make payments and adjustments. System administrators can define payment and adjustment methods and options.
Billing Profile
The Billing Profile section includes all billing information for a customer, including payment methods, billing methods, and autopay options.
Billing Information
The Billing and Usage Information Visualforce page displays a variety of billing and usage reports, depending on the account type. In the example below, the image shows a graph of an account's billing by month, a pie chart of billing by type, and a graph of usage by type.
Statements
The Statements related list displays recent statements, imported from your company's billing system.
Click a statement to open the Statement record.
Each statement has statement line items, which display details for a product or service.
Any billing or service disputes related to the line item appear on the Statement Line Item record.
Account Balances
The Account Balances related list displays a running balance for the account imported from your company's billing system.
