Table of Contents

Set up SkyBill

Important

Draft documentation
This content is a draft version of the SkyBill documentation and is subject to final review. Some information may be incomplete or inaccurate. Features, terminology, and procedures may change before the official release.

This article covers selected key configuration tasks in SkyBill. It focuses on the most important setup options you'll need to get started with billing, reporting, and contract management.

Billing setup

  1. Select Search (Alt+Q) Lightbulb that opens the Tell Me feature. in the upper-right corner, enter Billing Setup, and then choose the related link.
  2. On the Billing Setup page, fill in the fields as necessary. Hover over a field to read a short description. The following list describes some of the key fields.

Billable Quantity Tolerance

Specify the acceptable tolerance for the billable quantity as a percentage. SkyBill uses this parameter to compare the calculated quantity with previous periods. For example, if you set the value to 20, SkyBill allows a 20% increase or decrease in the billable quantity compared to the previous period. If the change exceeds this threshold, SkyBill flags it for review in the Service Consumption Journal page. SkyBill marks the affected journal line in red and excludes the contract until you accept the line or correct the error. You won't be able to post the journal line until the issue is resolved. To learn more, see To review the consumption journal lines.

Days in Period

You can specify a fixed number of days for SkyBill to 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 uses 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 uses to handle payments from landlords and tenants There are several options available. If you leave this field blank, the Pay Now button does not appear in the portal. If you select a payment processor, for example, Stripe, SkyBill displays the Pay Now button in the portal. When a tenant chooses this button, SkyBill redirects them to Stripe's payment page.

Important

After selecting Stripe as a payment processor, you must also configure the Stripe account in the Stripe Setup page. To learn more, see Stripe setup.

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 applies 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 have a source code defined in the Sales field on the Sales FastTab. You need this distinction when issuing invoices not only for utilities but also for other products or services. You can apply different templates to both invoice types. For example, if you are servicing infrastructure, you may want to issue invoices that differ from those for utilities.

Configure and use the self-service portal
Enable online payments with Stripe
Design details
Set up tariffs and pricing rules
Work with Business Central

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