Third Party Billing

Introduction

opentaps supports billing all invoices from a Store to a Third Party, such as might be the case with telecommunications or healthcare industries. To configure third party billing for a Product Store proceed as follows from the Main Navigation screen:

Third Party Billing Setup for the Store

• Click: [Catalog] Icon > [Catalog Manager Application] drop down menu > [Stores] button.
• In the "Product Stores List" Click: [Store Name and ID] in the list box for the Store you want to configure for 3rd Party Billing, the Product Store List will be displayed showing many Store configuration items.
• At the bottom of this page, find the item labeled "Bill to Third Party ID".
  • In the data field, Enter: the Party ID which should be invoiced for payment of the Store orders.
• Locate the Store sub-Tabs at the top of the screen, Click: [Payments] sub-Tab, the "Product Store Payment Settings" page opens.
• In the "List Product Store Payment Setup" box, make sure the "Bill to Third Party" method of payment is listed. If not,
  • Add the payment method using the "Edit Product Store Payment Setup" box at the bottom of the screen.

NOTE: Payment methods are configured elsewhere and are then added to the Product Stores 
where they will be used. Refer to this section for details, Payment Methods.  
The Payment Processing Services which support each type of Payment Method are discussed 
in this reference page, Configure the Store Payment Processing Services.

Using the Third Party Billing Method in Orders

Once the method is added to a Store, and any supporting Processing Service has been configured as discussed above, we are ready to support Ordering. When the order is created, set the payment method for the order to "Bill Third Party".

Then, when sales invoices for this order are created, they will be automatically paid with method "Billed to Third-Party". An invoice amount corresponding to the order will be added to an open invoice to the Third Party.

When you look at the Accounts Receivable balances, there will be no balance outstanding for the original customer, and the balance will be transferred to the Third Party account.