ARCB Module Setup

A company purchases Subscription Billing and is setting up the ARCB module. If they have an existing setup, they can import the billing schedule setup data. However, if they are a new company, they must set up ARCB as a new company.

As a new company, this setup task shows how to set up the default values that are used when new billing schedules are created. The values entered on this form affect new billing schedules, sales invoices for billing schedules, and support and renewal items for billing schedules. When setting up the defaults values, one or more billing schedule groups can be set up. These groups are used for setting up default values for a new billing schedule based on the group assigned it.


  • To access the setup and import forms, ensure that you have selected IT Manager as the role in your settings.
  • If you are using a combination of the integrated features of ARCB, ARED, and MERA, ensure that you complete the setup steps for each component.

Default Values for New Billing Schedules

To set up default billing schedule values, follow these steps: 

  1. Open the Billing Schedule Setup form (Change Setup > Advanced Recurring Contract Billing (ARCB) Setup).
  2. On the Home tab, click Manage > Edit.
  3. In the General section, specify the general default settings that are used when creating a billing schedule on the Billing Schedule form.
  4. In the Sales Invoice Creation section, select how you want the items on a sales invoice to be consolidated.
  5. In the Support and Renewal section, select the default settings for support and renewal items that are part of a billing schedule.
  6. Save and close the page.

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Default Values for Billing Schedule Groups

To set up the default values for a billing schedule group, follow these steps: 

  1. Open the Billing Schedule Group form (Advanced Recurring Contract Billing (ARCB) Billing Schedule Group List).
  2. Click New.
  3. In the General section, specify the name of billing schedule group, and the default settings for billing schedules that use the group settings.
  4. In the Next Invoice Date, select the invoice calculate method and when the invoice is created.
  5. In Number Series, select the prefix used for billing schedules created with the specific billing schedules group.
  6. Save and close the page.

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