Finding the eBillingHub Client

The ten most recent client setups are shown on the Client Setup page:

1. Do one of the following:

• Click the View All Clients link at the bottom to see the entire list of clients.
• Press Ctrl-F and enter part of a client name to search the list.

If there is no green check mark in the column labeled Submit, eBillingHub does not currently automatically submit invoices for this client. eBillingHub will automatically put invoices for this client on Hold status when you run them through the Billing Wizard or Quick Invoice. You will need to save these invoices in Active Invoices, manually send them to the client, and then update their status in eBillingHub.

eBillingHub clients are generally set up using the client name as it is used on the eBilling Vendor site. So if the client has a different name in your system, you still want to use the client name that you would use for billing on the vendor site. Check the Vendor name also; many clients are set up on more than one vendor.

2. If you do not see the client, or if you are not sure, click the Request New Client link to request a new eBillingHub supported client. The Request Client Setup window displays.

3. Fill out the form and click Submit in the top right corner of the window. The following fields are required:

• Which E-Billing Vendor does this client use (for example, ShareDoc, Serengeti)
• Corporate Client Name

This will automatically create a ticket in the eBillingHub support system for the eBillingHub Client Setup Team. The Client Setup Team will respond and request any additional information that may be needed to set up the client, such as billing specs, file formats and validation rules. The Client Setup Team will notify you via email when the new client setup is ready to test.