Patriot can integrate with external billing software such as accounting or ERP packages, to synchronise billing charges with those software packages.
In order to successfully use billing, several key pieces need to be configured
Each charge that can be invoiced must be set up as a Master Charge. This includes recurring charges such as ongoing monitoring fees as well as one-off charges such as maintenance or response fees. Each charge contains information such as the charge code, ledger code, and default charge amounts/quantities, as well as defining where the charge can be used.
See Billing Charges for more information
The billing customer mode controls who receives the generated charge invoices
In Standard Customer Billing, users are designated as billing customers, and all charges are explicitly assigned to the responsible customer. This is our recommended billing mode for new systems.
In Legacy Customer Billing, accounting information is added directly on each client and/or dealer. The billing batch run then controls who is invoiced for each charge. This typically involves adding additional charge types to support direct customer billing as well as dealer billing.
See Billing Customers for more information
Once charges have been assigned, a billing batch run is used in order to synchronise all outstanding charges with the selected accounting or ERP software
There are currently several ways to generate and process billing batch runs. See Billing Batch Runs for more information