Dealer Billing dialog

This Help File Page was issued on 09/30/2017

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Dealer Billing dialog

This Help File Page was issued on 09/30/2017

Dealer Billing - Each Dealer for whom your Company's Central Station is providing Contract Monitoring Services may be billed for those services using the MKS Dealer Billing application.

The Dealer Billing application's functions include:

a)Maintains a specific Billing Address for the Invoices sent to the Dealers to pay for their Contract Monitoring Services

b)Virtually automatic Invoice creation for billing Contract Monitoring Services provided to the Dealers

c)Billing Structure provides Multi-Tiered Monitoring Rates

d)Administrative Fees and Credit Card processing fees Invoiced also

e)Dealer specific Logo and Remittance Address will be on the Invoices sent to Subscribers when you are Billing the Alarm Dealer's Accounts

 

Preparing to use the Dealer Billing application: As will all modules within the MKMS series, There are a few preparations required before this optional capability can be implemented (many of these steps will already have been completed if your Company is currently monitoring that Dealer's Accounts):

1.Enter the basic information for each Alarm Dealer. on the Main Tab of the Dealer Form.

 

HelpFilesDealersFormRecordEditingView-MainTab

Dealer Form - Main tab

 

2.If your Company is using the MKMS General Ledger System, define the appropriate General Ledger Accounts (more than one in each category may be required) to which the Dealer Billing associated Financial Transactions will be posted when executing the MKS Dealer Billing process.

 

HelpFilesGeneralLedgerAccounts-DealerBillingSales

General Ledger Accounts Form - Dealer Billing Sales Account

 

3.Define special Sale-Purchase Items (more than one in each category may be required) that will be used when Billing Dealers for:

a. Contract Monitoring Services that will be billed to the Dealer  

 

HelpFilesSale-PurchaseItem-DealerBillingSalesCode

Sale-Purchase Items tab - Dealer Billing Sales Category Code

 

b.Credit Card Surcharges that will be billed to the Dealer

 

HelpFilesSale-PurchaseItem-DealerBillingCCFeesCode

Sale-Purchase Items tab - Dealer Billing - Credit Card Sales Category Code

 

c.Administrative Surcharges that will be billed to the Dealer

 

HelpFilesSale-PurchaseItem-DealerBillingAdminFeesCode

Sale-Purchase Items tab - Dealer Billing - Admin Fee Sales Category Code

 

4.Update the Alarm Dealer Billing related information:

a.Click the Billing Icon (see mouse pointer below) on the Ribbon Menu of the Dealers Form to display the Dealer Billing dialog.

 

HelpFilesDealerBillingForm-BillingIcon-StructureMonitoringRatesEtc

Dealers Form - Billing Icon - Dealer Billing dialog

 

b.Define up to three Monitoring Rate Tiers - based on the number of Accounts - and associated Rates for charging that Dealer for their Contract Monitoring Services

 

HelpFilesDealerBillingForm-BillingStructure&MonitoringRates

Dealer Billing Form - Billing Structure & Monitoring Rates sections

 

c.The Credit Card Surcharge percentage rate assessed for those Subscribers who pay with a Credit Card

 

HelpFilesDealersForm-DealerBillingDialog-ApplyCreditCardSurcharge

Dealer Billing Form - Charge Admin Fees - Credit Charge Surcharge fields

 

d.The Administrative Fee amount charged on each Invoice sent to the Dealer

 

HelpFilesDealersForm-DealerBillingDialog-ApplyAdminSurcharge

Dealer Billing Form - Charge Admin Fees - Admin Fee Surcharge fields

 

e.The Dealer's Logo and Remittance Address to which the Dealer's Subscribers should send their Payments when you are Billing the Alarm Dealer's Accounts  

 

HelpFilesDealerBillingForm-Logo&RemittanceAddress

Dealer Billing Form - Logo and Remittance Address sections

 

5.Confirm that the Subscribers for whom your Company provides Contract Monitoring Services have been assigned the appropriate Alarm Dealer Code

 

HelpFilesSubscriberFormMonitoringTabDealerInfo

Subscriber Form - Monitoring Tab - Dealer Information

 

Defining a Dealer Billing record:

A.Access the Dealers Form:

1.From the Backstage Menu System Select Maintenance and Choose the General option, then select the General Maintenance option which displays the secondary Maintenance Menu, or

2.From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the secondary Maintenance Menu.\

3.Once the Maintenance Menu is displayed, Choose the Monitoring sub-menu, then Click on the Dealers option.

B.Choose the Dealer for whom a Dealer Billing entry is to be defined.

C.Click the Billing Icon (see the illustration below) on the Ribbon Menu of the Dealers Form to display the Dealer Billing dialog.

 

HelpFilesDealersForm-DealerBillingDialog

Dealers Form - Billing Icon (see mouse pointer) - Dealer Billing dialog

Click the HelpFilesNavigationMenuNewIcon on the Dealer Billing Form's Ribbon Menu to start a new Dealer Billing entry

 

HelpFilesDealerBillingSubscriber

Dealers Form - Dealers Form

Subscriber - The Dealer's Name as defined on the Dealers Form is inserted automatically.

This information may be modified to be the Dealer's preferred Mailing Address Name.

Address -  The Dealer's Street field as defined on the Dealers Form is inserted automatically.

This information may be modified to be the Dealer's preferred Billing Street or PO Box Address.

City - The Dealer's City field as defined on the Dealers Form is inserted automatically.

This information may be modified to be the Dealer's preferred Billing Address City.

State - The Dealer's State field as defined on the Dealers Form is inserted automatically.

This information may be modified to be the Dealer's preferred Billing Address State.

Zip - The Dealer's Zip Code field as defined on the Dealers Form is inserted automatically.

This information may be modified to be the Dealer's preferred Billing Address Zip.

Phone - The Dealer's Telephone field as defined on the Dealers Form is inserted automatically.

This information may be modified to be the Dealer's preferred Phone Number.

Ext - The Dealer's Extension field as defined on the Dealers Form is inserted automatically.

This information may be modified to be the Dealer's preferred Extension Number.

Fax - The Dealer's Fax field as defined on the Dealers Form is inserted automatically.

This information may be modified to be the Dealer's preferred Fax Number.

Email - The Dealer's Email field as defined on the Dealers Form is inserted automatically.

This information may be modified to be the Dealer's preferred Email Address.

Salesman - Using the Drop-Down Selection List provided, Choose the Salesperson (Employee name) who is (to be) assigned to this Dealer.

Local Tax Class - Using the Drop-Down Selection List provided, Choose the Tax Classification Code for this Dealer.

Tax Code - Using the Drop-Down Selection List provided, Choose the appropriate Tax Rate code for this Dealer.

Click the Save option at the bottom of the Dealer Billing Subscriber Form.

 

Completing the Dealer Billing record

Billing Structure - Typically, Central Stations who provide Contract Monitoring Services price those services based on the number of Accounts being monitored for the Dealer.

Up to three pricing levels may be established for each Dealer (e.g., the Dealer is Invoiced $X.nn per month for each Account from 1 - 100, then Invoiced $Y.nn per month for each Account from 101 to 500, and is Invoiced $Z.00 per month for each additional Account over 500).

 

HelpFilesDealersForm-DealerBillingDialog-BillingStructure

Dealer Billing dialog - Billing Structure section

 

Tier Type - Using the Drop-Down Selection List provided, Choose the Tier Type (i.e. Single Tier, Two Tier, or Three Tier) that is to be implemented for this Dealer.

 

HelpFilesDealersForm-DealerBillingDialog-BillingStructure-TierType

Billing Structure section - Tier Type options

 

Sale Item - Click the Ellipse on the right side of the Sale Item field to open the Search Admin Items dialog

Choose the special Dealer Billing Sales Category Code that was defined to record the charges (Sales) billed to Dealers for their Contract Monitoring Services.

 

HelpFilesSearchAdminItems-SaleItem

Dealer Form - Dealer Billing dialog - Sale Item field - Search Admin Items dialog

 

 

Billing Type - This option defines how frequently each Contract Monitoring Account's Monitoring Fee will be billed to the associated Dealer.

 

HelpFilesDealersForm-DealerBillingDialog-BillingStructure-BillingType

Billing Structure section  - Billing Types

 

a)As Invoiced - The Monitoring Fee is billed to the Dealer for the same number of Months as the Recurring Revenue fees were billed to the Subscriber (e.g., Quarterly is bill Quarterly, Annually is billed Annually, Monthly is billed Monthly)

oAs an example, by choosing the As Invoiced option:

i.The Subscriber was billed annually (for whatever they have contracted to pay)

ii.The Dealer Monitoring Fee is $3.00 per month per Account,

iii.So, the Dealer would be billed $36.00 - with that Invoice Detail Line Item stating the Price as $3.00 (per month) and the Quantity as 12 (months).

b)Monthly - The Monitoring Fee is billed to the Dealer monthly until the number of months billed to the Subscriber have been billed to the Dealer.

oAs an example, by choosing the Monthly option:

i.The Subscriber was billed annually (for whatever they have contracted to pay)

ii.The Dealer Monitoring Fee is $3.00 per month per Account,

iii.So, the Dealer would be billed $3.00 - with that Invoice Detail Line Item stating the Price as $3.00 (per month) and the Quantity as 1 (month).

iv.This $3.00 (per month) Monitoring Fee charge will continue to be billed to the Dealer for 12 months.

HelpFilesNavigatorMenu-StandardSaveClick the Save Icon on the Dealer Billing dialog's Ribbon Menu to record this Billing Structure information.

 

 

Monitoring Rates - Based on the Tier Type selected (see above), set the Account Volume Range(s) and the per Month per Account Monitoring Fee

 

HelpFilesDealersForm-DealerBillingDialog-MonitoringRates

Monitoring Rates section  - Tiers & Rates

 

Tier - Based on the selected Tier Type: One, two or three sets of From, To, and Rate fields will be displayed

From - The first Tier's From value will start at 1, the second and subsequent From value will be set at 1 more then the To entry above it

To - Your Company's contract monitoring pricing model will dictate the To value of each Tier.

Rate - Enter the appropriate Rate (i.e., monthly Monitoring Fee) following your Company's contract monitoring pricing model

 

Charge Admin Fees - There are two types of Administrative Fees which may be assessed while Invoicing a Dealer for the Monitoring Services your Company provides for that Dealer's Subscribers.

1.Credit Card Surcharge - Check this box to Apply a Credit Card Surcharge whenever a Dealer's Subscriber uses a Credit Card to pay their Recurring Revenue Invoice.

Credit Card Sale Item - Use the Drop-Down Selection List provided to Choose the appropriate Sales Category Code (see 3., b. in the "Preparing to use the Dealer Billing application" discussion above, and the Dealer Billing Sales Category Codes chapter for more information about this entry).

Percentage - Enter the desired percentage rate that will be charged (this must be a whole number e.g., 1, 2, 3, etc.).

 

HelpFilesDealersForm-DealerBillingDialog-ApplyCreditCardSurcharge

Charge Admin Fees section - Apply Credit Card Surcharge - Credit Card Sale Item & Percentage

 

The Apply Credit Card Surcharge feature will:

a.Identify any Recurring Revenue Invoices created for the Dealer's Subscribers that were paid by using a Credit Card

b.Calculate the Value of the Surcharge Percentage due for using a Credit Card to pay the Invoice

c.Insert that Credit Card Surcharge Administrative Fee (i.e., Value of the Credit Card charge x Credit Card Surcharge Percentage) in a Pending Dealer Billing table.

d.Add these Credit Card Surcharge Administrative Fees to the next Invoice created for this Dealer the next time you run the MKS Dealer Billing process.

 

HelpFilesDealersForm-DealerBillingDialog-ApplyCreditCardSurchargeEntry

Charge Admin Fees section - Apply Credit Card Surcharge - Credit Card Sale Item & Percentage entry

 

2.Administrative Surcharge - The Apply Admin Surcharge feature will be assessed on each Account (CSID) being billed to the Dealer using the MKS Dealer Billing process.

Admin  Sale Item - Use the Drop-Down Selection List provided to Choose the appropriate Sales Category Code (see 3., c. in the "Preparing to use the Dealer Billing application" discussion above, and the Dealer Billing Sales Category Codes chapter for more information about this entry).

Rate - Enter the Amount that will be charged to each Account

 

HelpFilesDealersForm-DealerBillingDialog-ApplyAdminSurcharge

Charge Admin Fees section - Apply Admin Surcharge - Admin Sale Item & Rate

 

The Apply Admin Surcharge feature will Add this Administrative Fee charge to each Account being billed using the MKS Dealer Billing process.

 

HelpFilesDealersForm-DealerBillingDialog-ApplyAdminSurchargeEntry

Charge Admin Fees section - Apply Admin Surcharge - Admin Sale Item & Rate entry

 

3.Both types of Administrative Fees may be assessed on the same Dealer.

 

HelpFilesDealersForm-DealerBillingDialog-BothAdminFeeEntries

Charge Admin Fees section - both an Admin Surcharge and Credit Card processing fees apply

 

Logo - Each Dealer may have its own Company Logo printed on the Invoices when your Company is Billing the Alarm Dealer's Accounts  

Choose - Click this Icon to locate and select the Logo File.

Clear - To remove the selected Logo, Click this Icon

Save - To save the selected Logo, Click this Icon

 

HelpFilesDealerBillingForm-Logo&RemittanceAddress

 

Remittance Address - Each Dealer may have its own Company Remittance Address printed on the Invoices when your Company is Billing the Alarm Dealer's Accounts  

Enter the appropriate Return Address for this Dealer.

 

HelpFilesDealersForm-DealerBillingDialog-Completed

Completed Dealer Billing dialog

 

Pending Billing Dialog - Click the Pending Billing option to open the list of Pending Dealer Billing records.

 

HelpFilesDealerBilling-PendingBillingOption

Completed Dealer Billing dialog - Pending Billing option

 

These Pending Dealer Billing records are displayed in a Grid and may be sorted, reconfigured, filtered and individual records marked for Billing, or taken off the Billing list.

 

HelpFilesDealerBilling-Pending-DealerBillingDialog

Dealer Billing - List of Pending Dealer Billing charges

 

 

See the Pending Billing Dialog chapter for complete information about this Form.