Billing Schemes

• The scheme itself is a saved filter of specific customers derived from their Bill Code.  
  
• Schemes act as a time saving function by selecting specific groups of behaviors.
  
• Where the bill code dictates the behavior, the scheme groups all bill code behaviors.
  

Create a New Scheme

• Click 'New' on the 'Select Scheme' pane.
  

• The 'Create New Scheme' pane will open below.
  

• Enter a name for the new Scheme.
  
• On the right-side pane, click 'Add New' to add a Bill Code to the new Scheme.
  

• From the dropdown list, select the Bill Code to add to the scheme.
  

• OPTIONAL: If there are Scheme Comments that should be displayed on the bill every time it runs, set those comments up now.
  
• Continue adding Bill Codes until the scheme fits the billing needs, then click 'Save as New Scheme'.
  

• The scheme will now appear in the 'Select Scheme' pane.
  

Edit an Existing Scheme

• Select the Scheme in the dropdown box and click 'Edit'.
  
• Click 'Save Changes' when finished