Table of Contents

Setup SkyBill

Billing setup

Billable Quantity Tolerance

Specify the acceptable tolerance for the billable quantity in percentage. SkyBill uses this parameter to compare the calculated quantity with previous periods. For example, if you set the value to 20, SkyBill will allow a 20% increase or decrease in the billable quantity compared to the previous period If the change exceeds this threshold, SkyBill will flag it for review in the Service Consumption Journal page. Skybill will mark the specific line in the journal in red. It will also exclude the contract unless you accept the line or correct the error.

Days in Period

You can specify a fixed number of days that SkyBill will apply to each period. SkyBill applies this parameter for the tariff components with the totaling type set to Days. By default, SkyBill use the actual number of days in the period, for example, 31 days in January. However, if you turn on the Use Fixed Days toggle on the unit tariff component page, SkyBill will use the value specified in the Days in Period field instead of the actual number of days in the period.

Payment Processor

Specify the payment processor that SkyBill will use to handle payments from landlords and tenants . There are several options available. If you leave this field blank, the Pay Now button in the portal will not be displayed . If you select a payment processor, for example Stripe, SkyBill will display the Pay Now button in the portal. When a tenant chooses this button, SkyBill will redirect them to Stripe's payment page. However, after selecting Stripe here, you must also configure the Stripe account in the Stripe Setup page. To learn more, see Stripe setup.

Portal setup

To customize portal invitation email

  1. On the Portal Report Selection FastTab, select the Tenant welcome letter in the Email Body Custom Layout Description field.

Report layouts

You can specify custom report layouts, for example, for the sales invoices generated by SkyBill. This way, you can ensure that the invoices comply with your company's branding and legal requirements.

  1. Select Search (Alt+Q) Lightbulb that opens the Tell Me feature. in the upper-right corner, enter Report Selection - Utility, and then choose the related link.
  2. On the Report Selection - Utility page, select the document type, for example Utility Invoice.
  3. SkyBill will apply the new layout to all invoices with the source code specified in the Skybill Sales field on the Source Code Setup page.

Source code setup

  1. Select Search (Alt+Q) Lightbulb that opens the Tell Me feature. in the upper-right corner, enter Source Code Setup, and then choose the related link.
  2. On the Skybill FastTab, specify the following fields:
  • Skybill Sales - enter the source code for sales invoices, for example SALESSKY. This way, you can distinguish sales invoices generated by SkyBill from other sales invoices in Business Central. The other sales invoices will have a source code defined in the Sales field on the Sales FastTab. You will need this distinction when issuing invoices not only for utilities but also for other products or services. You can apply different templates for both types of invoices. For example, if you are servicing infrastructure, you may want to issue invoices that differ from those for utilities.
  • Security Deposit

Utility Contract Templates

The contract template specifies the default values for the fields in the new contracts.

  1. Select Search (Alt+Q) Lightbulb that opens the Tell Me feature. in the upper-right corner, enter Utility Contract Templates, and then choose the related link.
  2. Select New to create a new contract template.
  3. Enter the relevant information on the Utility Contr. Templ. Card page. Pay special attention to the Contract Type field. There are four options available:
  • Quote
  • Contract, which represents the tenant.
  • Template
  • Landlord

Totaling types
Tariffs
Design details
Meter points
Contracts

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