This guide describes how to set up and use the Five9 Billing Portal to view Five9 financial statements.

Transcription

1 Cloud Contact Center Software Five9 Billing Portal Administrator s and User s Guide May 2014 This guide describes how to set up and use the Five9 Billing Portal to view Five9 financial statements. Five9 and the Five9 logo are registered trademarks of Five9 and its subsidiaries in the United States and other countries. Other marks and brands may be claimed as the property of others. The product plans, specifications, and descriptions herein are provided for information only and subject to change without notice, and are provided without warranty of any kind, express or implied. Copyright 2013 Five9, Inc.

2 About Five9 Five9 is the leading provider of cloud contact center software, bringing the power of the cloud to more than 1,800 customers worldwide and facilitating more than three billion customer interactions annually. Since 2001, Five9 has led the cloud revolution in contact centers, helping organizations of every size transition from premise-based software to the cloud. With unparalleled expertise, technology, and ecosystem of partners, Five9 helps businesses take advantage of secure, reliable, scalable cloud contact center software to create exceptional customer experiences, increase agent productivity, and deliver tangible business results. For more information visit ii Five9 Billing Portal Administrator s and User s Guide

3 Contents Chapter 1 Enabling Users for the Billing Portal...1 Chapter 2 Using the Billing Portal...3 Viewing Your Contacts...6 Viewing Your Subscriptions...7 Viewing Your Invoices...9 Viewing Your Payments...12 Viewing Your Payment Methods...14 iii Five9 Billing Portal Administrator s and User s Guide

4 Chapter 1 Enabling Users for the Billing Portal This chapter for administrators describes how to enable users for the Five9 Billing Portal to view financial statements. The Billing Portal is located on the landing page of your Five9 account. Only users enabled to use the Billing application can see the tab. As the domain administrator, you can enable other administrators and users to access the portal. In turn, these administrators can enable other users. 1 Five9 Billing Portal Administrator s and User s Guide

5 Enabling Users for the Billing Portal 1 Log into your VCC administrator s desktop. 2 Open Users. 3 Double-click the name of a user to enable. 4 At the bottom of the General tab, check User can access Billing tab. In this figure, the line is grayed out because the account is that of the domain administrator for whom the setting is permanent. 5 Click Apply and Save. 2 Five9 Billing Portal Administrator s and User s Guide

6 Chapter 2 Using the Billing Portal This chapter for users describes how to view your account contacts, subscriptions, invoices, payments, and payment methods. You can see and access the portal only if your domain administrator enable the feature in your user settings. The Billing Portal is best seen with the Google Chrome browser. In the landing page of your Five9 account, click the Billing tab. The financial landing page of your account appears. Depending on the type of your account, the balance is either your credit amount or the sum of all posted invoices. The menus at the top contain the options that you need to view and manage your account: 3 Five9 Billing Portal Administrator s and User s Guide

7 Viewing Your Contacts You can view summary and detailed information about all your contacts with Five9. 1 Select Account > Contacts. 2 To view the details of a contact, click a name. The County field value may be used to calculate the county tax. 4 Five9 Billing Portal Administrator s and User s Guide

8 Viewing Your Subscriptions You can view summary and detailed information about your subscriptions to Five9 products. 1 Select Account > Subscriptions. 2 To see the details of a subscription, click the plus (+) sign on the left of a subscription name. The subscription opens in the same page. The subscription pages can contain this information: Charge Model Possible values for the type of pricing for the item: Flat Fee Per Unit Pricing 5 Five9 Billing Portal Administrator s and User s Guide

9 Charge Name Charge Type Price Quantity Rate Plan Name Status Subscription Name Subscription Start and End Dates Total Price Unit of Measure Name of item in the subscription. Possible values for the type of charge: Recurring One Time Usage Price of the item. Number of items. Five9 name for the subscription. Possible values for the status of the subscription: Draft: inactive Active Canceled Code that identifies the subscription. Start date of the original term (not necessarily that of the current or new term) and end date of the term (or cancellation date of the subscription, as appropriate). Price for all items in the subscription. Possible values for the definable unit, in whole numbers or fractions, that is used when determining charges: Activation Connector Domain Each GB Hour Implementation LD Deposit: long distance deposit LD Usage License Line Minute 6 Five9 Billing Portal Administrator s and User s Guide

10 Month Named Agent Overage Minute Port Refill Seat Server Viewing Your Invoices This section contains summary and detailed information about your invoices posted after midnight October 1, 2013 are shown. At the bottom of the browser page, you can access the subsequent pages of invoices that span multiple pages from a link, and you can search for specific pages. 1 Select Account > Invoices. 2 To see the details of an invoice, click its number. 7 Five9 Billing Portal Administrator s and User s Guide

11 3 To print the invoice, click View as PDF. In addition to some of the same information as in the summary and the detailed invoice, the PDF contains the invoice date, payment terms, purchase order, salesperson, currency, complete account information, services, transactions, and open invoices. The invoice pages can contain this information: Actions Possible actions for the invoice, such as viewing a PDF. 8 Five9 Billing Portal Administrator s and User s Guide

12 Adjustment Amount Amount Amount Without Tax Balance Charge Amount Charge Name Created Date Date Number Payment Amount Processing Type Product Refund Refund Amount SKU Status Tax Tax Exempt Credit amount adjusted for the invoice item. Amount of the invoice before adjustments, discounts, and other items. Total amount of invoice before tax. Amount due, which is calculated as follows: Balance = Amount + Adjustments + Tax Applied Credit Balance Payments Amount for the subscription. Name of item in the subscription. Date that the invoice was generated. Due date and time of the invoice. Invoice number. Amount of payment made. Possible types of action: 0: charge 1: discount 2: prepayment 3: tax Information about the product associated with the invoice item. Amount of refund if applicable. Amount of refund of a payment that applied to an earlier invoice. SKU of the invoice item. Status of an invoice. The value is always Posted. Tax amount that applies to the item. Amount of invoice that is tax exempt. 9 Five9 Billing Portal Administrator s and User s Guide

13 Unit of Measure Definable unit in whole numbers or fractions used when determining charges: Activation Connector Domain Each GB Hour Implementation LD Deposit: long distance deposit LD Usage License Line Minute Month Named Agent Overage Minute Port Refill Seat Server Viewing Your Payments This section contains summary and detailed information about your payments. Only payments posted after midnight October 1, 2013 are shown. 1 Select Account > Payments. 10 Five9 Billing Portal Administrator s and User s Guide

14 2 To see the details of a payment, click its number. 3 To view an invoice related to the payment, click View Invoice. The payment pages can contain this information: Amount Applied Credit Balance Effective Date Payment Method Payment Number Reference ID Amount of payment. Amount of credit if applicable. Date and time that the payment takes effect. Possible values for the type of payment: ACH: electronic funds transfer. Debit Card PayPal Cash Check Credit Card: Visa, MasterCard, American Express and Discover Payment number. Possible values for the prefix of invoice-related transactions: IA: Invoice adjustment IIA: Invoice item adjustment R: Refund P: payment Transaction ID used to reconcile your payments with Five9. 11 Five9 Billing Portal Administrator s and User s Guide

15 Refund Amount Related invoices Status Submitted Amount of refund if applicable. All invoices covered by the payment. Possible values for the status of a payment, depending on the payment type: ACH and card: Processed, Error, Voided Cash and check: Processed, Canceled Date and time of payment submission. Viewing Your Payment Methods This section contains summary and detailed information about payment methods. 1 Select Account > Payments. 2 To see the details of a payment method, click its number. 12 Five9 Billing Portal Administrator s and User s Guide

16 The payment methods pages can contain this information: Active Account Holder Account ID Consecutive Failures Created By ID Created Date Last Failed Transaction Last Transaction Whether the payment method is available. Name of account holder. Customer s unique account ID. Number of consecutive payment failures. User ID of the person who made or processed the payment. Date when the payment was made. address for the payment method in addition to the contact s address. Date of last failed attempt to collect funds with this payment method. Date and time of the last payment. 13 Five9 Billing Portal Administrator s and User s Guide

17 Last Transaction Status Maximum Consecutive Payment Failures Name Payment Method Payment Method Status Payment Retry Window Phone Related Payments Total Number Of Error Payments Total Number Of Processed Payments Possible values for the status of the last payment: Approved General Transaction Error Invalid Credit Card Number Transaction Type Invalid Maximum number of allowed consecutive failures for this payment method. Name of the default active payment method. Possible values for the type of payment. Most of the account numbers are masked: ACH: electronic funds transfer. Debit Card PayPal Cash Check Credit Card Possible values for the status of a payment method: Active: default value when the account is created. Closed Retry interval setting that prevents attempting to make a payment if the last failed attempt occurred a specified number of hours. Phone number that the account holder registered with the bank. Information about payments related to this one. Number of error payments with the payment method. Number of successful payments with the payment method. 14 Five9 Billing Portal Administrator s and User s Guide

18 Type Updated Date Updated By ID Type of payment method: ACH: electronic funds transfer. Cash Check Credit Card Debit Card PayPal Date when the payment method was last updated. ID of the user who last updated the payment method. Card Address 1 Address 2 Bank Identification Number Card Number Card Type Cardholder City Country Expiration Date Payment type Postal Code State Check Bank Branch Code Bank Check Digit Bank City Cardholder s street address. Optional address information. First six digits of the card number. Last four digits of the card number. Possible values: Visa, MasterCard, American Express, and Discover. Name of cardholder. Cardholder s city. Cardholder s country Month and year of expiration. Credit or debit card. Cardholder s postal code. Cardholder s state. Branch code of the bank. Check digit in the international bank account number, which confirms the validity of the account. City where the bank is located. 15 Five9 Billing Portal Administrator s and User s Guide

19 Bank Code Bank Name Bank Postal Code Bank Street Name Bank Street Number ACH ACH ABA Code ACH Account Name ACH Account Number Masked ACH Account Type ACH Bank Name PayPal PayPal BAID PayPal PayPal Preapproval Key PayPal Type Sort code or number that identifies the bank. Name of the bank. Postal code of the bank. Street name of the location of the bank. Street number of the location of the bank. Nine-digit routing or ABA number. Name of account holder. ACH account number with most of the digits masked. Type of bank account associated with the ACH payment: Business checking Checking Saving Name of the bank where the ACH payment account is held. ID of the billing agreement. address associated with the PayPal account holder. Adaptive Payments API key. PayPal gateway: PayFlow Pro (Express Checkout) Adaptive Payments 16 Five9 Billing Portal Administrator s and User s Guide