Versions Compared

Old Version 3

changes.mady.by.user Stewart Neale

Saved on

compared with

New Version Current

changes.mady.by.user Stewart Neale

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This page provides an overview on navigating the Billing Settings page within the Brevity Lite version

These are related topics of the page

Introduction

Image RemovedImage Added

To access the Billing and organisational settings within Brevity, upon logging into the application click on your name in the top right to open a drop down menu. Select the Settings option to open the Brevity Settings page.

Navigating the Billing Settings page

Expand
titleClick to expand and preview the fields thats comprise the Organisatinal Information tab.

The following is an outline of the fields that comprise the Organisation Information within the Billing setting page:

  1. Name: This field is used to list either the name of the primary business contact.

  2. Address Line 1: This field is used to list the first line of the organisations street address.

  3. Address line 2: This field is data optional and is used to list the second line of the organisations street address.

  4. Email Address: This field is used to list the primary email address for contact.

  5. Phone: This field is used to list the primary phone number for contacting the organisation.

  6. SMS Balance: Relevant only where SMS credits have been enabled, this field will list a balance of available SMS credits.

  7. Postcode: This field lists the postcode associated with the details listed in Address Line 1.

  8. State: This field lists the state associated with the details listed in Address Line 1.

  9. Suburb: This field lists the suburb associated with the details listed in Address Line 1.

  10. SMS notifications: This field will provide a visual reference as to whether SMS notifications have been enabled.

  11. Preferred Notification time: This field is data optional and will list the preferred time for the generation of SMS notification, as set through the integration tab

  12. Credit Card Setup: This is a visual reference that a credit card has been established. A credit Card needs to be set up for the purpose of purchasing SMS Credits and optionally for the payment of the monthly Brevity Invoice.

  13. Update Button: Clicking this button will open the Update your information page.

Expand
titleClick to expand and preview the fields thats comprise the Billing tab.

The following is an outline of the fields that comprise the Organisation Information within the Billing setting page:

  1. First Name: This field is used to list the given name of the nominated business representative.

  2. Last Name: This field is used to list the surname of the nominated business representative.

  3. Street: This field is used to list the organisations business address.

  4. City: This field is used to list the city or suburb associated with the details listed in Street field.

  5. Postal Code: This field is used to list the postcode associated with the details listed in Street field.

  6. State: This field is used to list the state associated with the details listed in Street field.

  7. Country: This field is used to list the country associated with the details listed in Street field.

  8. Email: This field is used to list the primary email address.

  9. Phone: This field is used to listed the primary land line or mobile number for contact.

  10. Credit card number: This field is used identify the credit car number used for SMS credit. purchasing and payment of Brevity invoices.

  11. Credit card Type: This field identifies the credit card type used.

  12. Card Expiry Month: This field identifies the card expiry month.

  13. Card Expiry Year: This field identifies the card expiry year.

  14. Update Button: Clicking this button will open the billing page fields for data entry.

  15. Invoice Summary: This grid lists current and past Brevity invoices. The data grid allows the user to review an invoice for a particular month, to identify what invoices have been paid and to make a monthly invoice payment, if valid credit card details are registered within the billing tab.

Expand
titleClick to expand and preview the fields thats comprise the Integration tab.

The following is an outline of the fields that comprise the integration and SMS Credits summary within the Billing setting page:

  1. Integration: These option allow you to connect you brevity application to any of the third party accounting packages listed. Integration does attract additional fees.

  2. SMS Credits: This section of the integration tab enables you to purchase SMS Credits, which can be used for communicating with clients and employees. A valid credit card is required to purchase SMS credits and a summary of your purchases is listed in the SMS Credits Purchase History datagrid.

Updating the Organisational Profile

To update the information contained within the organisational tab select the UPDATE button to open the Update your information page, as shown below. All fields listed with the Update your information page can be edited, select the SAVE CHANGES button to apply your changes to the organisational profile, to close the page and return back to organisational tab

Update the Billing Profile

To update the billing or credit card information within the Billing profile select the UPDATE button to enable the fields with the Billing tab for data update, as shown below. Once your edits have been made, select the SAVE CARED DETAILS button to apply your changes to the billing profile. Please note changes will not be processed if the Credit Card number field is either blank or the card details are invalid.

Where there are errors in relation to the length of credit card number Brevity will provide an alert on the credit care number field as follows (blue star) . If the credit card information provided is correct length but teh card information provided is invalid brevity will alert you as follows.

Managing Your Brevity Invoice

You monthly Brevity Invoices are managed through the invoices datagrid within the Billing tab.

To view either your current or a previous monthly brevity invoice, click the applicable hyperlinked month listed within the Period column. The Brevity invoice will be opened as a PDF either within a new browser tab or through the application used to read your pdf files.

The Invoice datagrid enables you identify what monthly brevity invoices have been paid or are due to be paid. Invoices paid will be reflected as showing PAID, whereas those awaiting will have payment button identified as PAY NOW. To pay your monthly brevity invoice through the billing tab will require you to have registered valid credit card details.

Managing Integrations

The integration tab allows you to synchronize with third party account packages, enable SMS for communication with your staff and clients and Office 365 single sign on. To enable a specific integration speak you will need to consult with the support desk, now please observe that there are additional fees and charges associated with integrating your Brevity instance to either a third party accounting package or initiating Office 365 single sign on.

An enabled feature will be reflected as green on.

A disabled feature will be reflected grey off

SMS Credits

SMS credits are enabled through the integration tab. To enable the SMS function slide the SMS integration button to the right will enable the SMS function, thus allowing you to select the value of SMS Credits that are to be purchased as well as see you SMS purchasing history.

To purchase SMS Credits you must ensure that a valid credit card has been registered through the billing tab, attempting to purchase SMS credits with incomplete or invalid credit card information will prompt Brevity to display the following message.

Valid credit card information will enable your SMS credits transaction to be processed successfully. Upon completion of the transaction the SMS Balance field within the organisation tab will be updated with the balance of your purchased SMS Credits.