Home Overview Key Features Architecture Functionality Contact Us Disclaimer
Customer Management
Administration Functions
Billing in CentreBill
Contribution Margin
Company Setup
System Admin
Members Web Area
Web Admin Portal

Detailed Description

Pending Management

The original intention of the Pending function was for CentreBill's membership management functionality. Member's would sign up on line and their applications would be automatically added to the pending list awaiting approval by the membership organization who is providing the service. Once approved, the member becomes a full financial member, and their status in CentreBill changes from Pending to Financial. This functionality still exists in CentreBill but is not currently used at any customer sites.

An alternative and current use for the Pending List is for services that are to be installed in the field in the future and which are awaiting confirmation of completion prior to adding them to CentreBill for billing. In this case the services will be listed in the Pending List and as soon as they are ready for activation, they will be marked as approved. This will activate the service in CentreBill for billing purposes.

The services appear in the pending list by simply providing an Effective Date in the future when adding the service into CentreBill at time of customer setup, or when adding a new service to an existing customer.



The Pending List includes:
  • Firstname, Lastname, Company – information about the customer
     
  • Reference – the reference id pertaining to the pending serviceStatus – status of the service
     
  • Approve? – a check box which will be ticked for approval
     
  • Effective Date – the date that the service is to be activated for billing purposes