Defining a line item

These instructions apply to Payment, Payment Reversal, and Penalty line item types. Other types of line item setups, such as adjustments and service based line items, require additional information.

  1. Select Billing > Setup > Billing > Line Item Setup.
  2. In the Line Item Setup tree, under CDR, Sundry, or Utility, browse to the node for the type of line item that you're creating.
  3. Right-click the "Line Item" node and select Create "Line Item" Setup.
  4. Specify this information:
    Name
    Specify a name for the line item.
    Description
    Specify a description for the line item.
    Print Text
    Specify the text that will describe the line item on printed bills.
    Effective Date
    Specify the date to start using the line item. The line item is only displayed in the Line Item Setup tree if you select Show Future.
  5. Click Save.