One of our clients requested a custom telecom billing integration so we designed a Vtiger customization that connects via API to the admin portal for the third party phone system he uses. For each account record in Vtiger, it grabs the billing information for each phone and pulls it back to Vtiger. Then it creates an invoice for each account based on a billing formula and then automatically sends the invoice to the client contact. Here are the details:[/note]
- Eliminates manual data entry and mistakes by linking with an outside system to get the phone usage data and pulling it into Vtiger
- Streamlines billing auto-creating invoices based on billing logic
- Each client can have different pricing if desired
- Auto-sends invoices if desired
Note: this customization was done for Vtiger 5.4