Overview

This training session covers the following topics.

  • Construction and maintenance of invoice templates.
  • Provider level settings and overrides related to ledger codes, invoice management and payment surcharges.

Who Should Attend?

The session is designed for any staff using Cumulus who are performing the following business functions or role.

    • Managing and maintaining invoice templates on behalf of your organisation.
    • Maintaining global default settings related to invoicing and invoice delivery on behalf of your organisation.

Session Duration

1.5 hours



Training Prerequisites

Attendees planning on attending this session should have completed the following training prior to completing this one:

Application Readiness

There are no prerequisites for attending a group session. The session will be presented using an retail service provider account specifically used for testing and training.

For a training session that uses your own Cumulus instance, the following conditions must be met.


Invoice Templates

Participants will learn how to choose an invoice layout type that suits their business needs, analyse and apply relevant design settings and customise the invoice layout settings. Participants will learn how to apply different templates to different customers and learn about the importance of the Account Profile in relation to invoice templates.  For non-Australian Service Providers, we also highlight specific settings for you to use that will disable the Australian-based components.

Global Invoicing Settings and Overrides

Participants will be introduced to Emersion's Account Attributes framework that is used to apply service provider-level default settings and provide a customer override. They will then be taught how to override these defaults for a specific customer. Participants will then see how to apply the default Invoice Delivery and Invoice Approval settings, and their related events.

We then cover the default settings for payment surcharges.

Ledger Codes and Ledger Code Mapping

We introduce the Emersion Ledger Journal and teach users how to map Emersion's ledger codes to your own ledger codes. We highlight the Ledger Cardline Report that can be used to import into another accounting system.


Prerequisite Reading

Participants and users who want to get ahead should focus their attention on the following knowledge base content.

Invoice Templates

Global Settings

Ledger codes and mapping


Related Pages