Configure Billing
Before you can use EMS to manage your organization's events, you must configure billing data that is specific to your organization. For example, before EMS can automatically calculate charges for rooms and resources, you must configure rate schedules and pricing plans.
Billing configuration in EMS Desktop Client is extensive. If your organization uses EMS for revenue and billing, consult your Professional Services representative for assistance.
Consider configuring billing in phases:
- Accounts
- Currencies
- Billing reference and PO numbers
- Review group, room, and category configurations
- Payment types
- Sales categories
- Calculations
- Pricing plans
- Rate schedules