1. Start by define which Work Rate Types you use. Pre-defined in the system are Standard, Weekend, Urgent and Overtime.
2. Add the prices (Rates) you want to use for the different Work Rate Types. Keep in mind that a Billing workflow using Rates Per Hour has to be separate from one with rates Per Ticket.
3. If you want the system to separately handle special cases, e g if some expert agent shall charge other rate than ordinary, or incident ticket shall have special pricing, create Exceptions that corresponds to these cases.
4. Create a Charging plan to define the charging.
5. If you want to use other currencies than the system default add these and corresponding FX-rate to use.
6. Define Customer Types.
7. Define which Customer Account Types you use. One standard type, Customer Account, is pre-defined in the system.
8. Set up the Customers.
9. Set up the Customer Account. Add members to the account. A NSP user can be member of multiple Customer Accounts, all accounts a specific user is member of must however be connected to the same Customer.
10. Create a plan for the Invoice settings and connect the Charging plan to the account.