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May Updates


Archive Old or Test Customer Data

posted May 15, 2012, 2:10 PM by Sunny Thandassery   [ updated Jul 31, 2012, 10:32 AM ]

Have you created test customer during the initial testing or configuration? While we offer a separate test/staging environment that is isolated from production, we understand that you may still decide to create a test customer in the production environment in order to quickly test a new billing Plan or other feature.

Historically, you could not delete a customer once it had transaction data (i.e., had Orders or Invoices or Payments) since it would compromise accounting integrity. Now, however if you click on the "Delete Customer" button for a customer with transactions, you will be prompted to "archive" this customer instead.

Steps to follow to Archive a Customer:

1. From the Customer Account Summary page, select the Delete Customer button.

2. Pop up menu will ask whether you want to archive the customer, click OK.

3. You have now successfully archived a customer.


Archived customers do not show up on the application screens or reports. but they may be queried for (using the Search functions). Behind the scenes, the BluBilling system sets the customer status to "InActive3" which suppresses displaying these entities on most screens. You can achieve the same effect by manually changing the customer status to "InActive3" using the "Edit Customer" screen.


Enhanced Refund Screen

posted May 14, 2012, 4:18 PM by Anu Prakash   [ updated May 14, 2012, 4:30 PM by Sunny Thandassery ]

There is now a button on the Payment Detail screen to enable you to easily refund a payment. This allows you to handle cases that require you to cancel an invoice and issue a refund effortlessly.


1. From the Customer Account Summary page, click on the Payments tab.



2. Select the payment that needs to be refunded  and then click on the View Detail button.

3. From the Payment Detail page that opens up, click on the Refund Payment button.

4. Funds will be credited back to the customer's credit card. The refund amount needs to be less than or equal to the the payment amount.















Customer Notes

posted May 14, 2012, 3:57 PM by Anu Prakash   [ updated May 14, 2012, 3:57 PM by Sunny Thandassery ]

Capture and track notes for each customer and set reminders for your staff to follow up. This is a new tab available on the Customer Accounts screen. Reminders are optional and the reminder will go to the staff member that created the note and the list of emails provided in the email configuration.




Customer Transaction History

posted May 14, 2012, 3:37 PM by Anu Prakash   [ updated May 14, 2012, 3:49 PM by Sunny Thandassery ]

Have a customer with a complex transaction history with intermingled credits, refunds, payments etc? The History tab on the Customer Accounts screen will allow you to see all transactions related to the customer in a chronological sequence.This is available on the Customer Account Summary Screen. Only entries that impact the Customer's accounting will be reflected.












Mobile Screens

posted May 14, 2012, 12:55 PM by Anu Prakash   [ updated May 14, 2012, 2:42 PM by Sunny Thandassery ]

If your customers access the self service portal from their mobile devices, such as Androids and iPhones the system will automatically display mobile friendly versions of the screens that allow them to conveniently view their invoices or remit payments. 

Note that as of now, the mobile screens are only enabled for Customers, and not for Staff members.

The screenshots below show the customer experience.

Mobile Home screen
Mobile Home Screen


Payment screen
Mobile Payment Screen



History Screen


Statement
Mobile Statement













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