Some users have been asking for a more comprehensive usage document
for citrusdb. I've posted this outline to the issue tracker
(http://bugs.citrusdb.org/view.php?id=213), but also wanted to put it
up here and see what everyone thinks about this outline. Is this the
kind of usage info you are looking for? Are there other sections that
you think should be included?
About half of this outline already exists in the help documentation,
though I would like to expand on some of it with examples, and the
rest would be brand new information, some things I don't even have any
method worked out yet, like importing Radius or Call Detail Records,
but it should be possible.
Paul
--- cut from document below ---
CitrusDB Usage Manual
This manual provides instructions for normal day-to-day usage of the
features of citrusdb.
Introduction
What is CitrusDB
CitrusDB is an open source customer service and billing database. It
can be used by customer service personnel to provide sales and support
to customers and by billing staff to send invoices and credit card
batches for the customer's service fees.
Requirements
(off the website)
Installation of LAMP or WAMP or MAMP
There are many methods to install Apache MySQL and PHP on your chosen
platform. I am only going to cover some of the more common ones:
Installing AMP in a Debian/Ubuntu Linux Distro,, Installing an all in
one solution like XAMP in Windows or Mac OS X, and Installing AMP by
compiling the packages it for any Unix. While compiling it manually
will not be the fastest way, it gives you the most flexibility and
allows you to add other modules and features that may not be included
in the default packages.
Installation of CitrusDB Internal
Installation of CitrusDB Online
Upgrading CitrusDB
Initial Setup of CitrusDB
General Info
Users
Adding New Users
Editing Users
User Classes
Normal
Manager
Administrator
Billing
Default Types
Adding New Types
Recurring
One Time
Free
Removing Billing Types
Holidays
Services
Types of services
One-Time Services/Charges
Setup and Install Fees
Recurring Services
Taxes & Fees
Fixed or Percentage
Linking Taxed Services
Service Options (attributes)
Bundled Services (linked services)
Services with Measured Costs/Usage
Hourly, Megabytes, Etc.
Products and Physical Goods
Billing ID's
Searches
Default Searches
Adding New Searches
Examples of Searches
Customer Service
Searching for Customers
Adding New Customers
Editing Customer Records
Editing Billing Records
Adding New Services
Choosing services from the list
Service Categories
Credit
Prorate
Automatically adds linked services
Editing Services
Service History
Adding Support Notes
Customers with Multiple Billing Types
Customer Billing Status
Reading Support Notes
Sent To You or Your Group
On the Customer Record
Reading Billing & Payment Records
Re-Billing Credit Cards or Invoices
Canceling A Customer
Un-Canceling A Customer
Managing Services
Activate and Deactivate Services
Export data and using scripts
Sending welcome letters
Billing
While you do not have to bill every workday, daily billing will help
with cash flow and keeps the daily workload even. You can use
holidays or the pro-rate service to move billing into different
billing day cycle, such as the 1st or 15th of each month.
Daily credit card batches
Daily invoice printing
Daily e-invoice emailing
Entering Invoice Payments
Importing New Accounts
Importing Service Usage
Importing Credit Card Changes
Past Due Report
Credit Card Declined Report
Invoice Maintenance
Reporting
Customer Summary
Revenue Report
Past Due Report
Recent Declines
Administration
Security
Backing Up
Module Building
Module Requirements
Installing Modules
Example Module
Data Import/Export Formats
Credit Card Batch Exports
Credit Card Batch Imports
New Accounts Data
Service Usage Data
Radius
Call Detail Records
Credit Card Changes
Automation Scripts
New Account Activation
Billing Credit Cards
Printing Invoices
Emailing Invoices
Online Resources
Mailing Lists
Websites
--
The CitrusDB Project | http://www.citrusdb.org
Open Source Customer Care & Billing System
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