Answering Common Account Billing Questions in Sonar

Billing in Sonar can feel like a mystery box: invoices, credits, refunds, proration, late fees, all with their own rules of the game. This course walks you through the billing questions that come up most, from configuring billing defaults and autopay to processing credits, refunds, and manual charges, all the way through to delinquency, disconnect billing, and Parent/Child billing flows. By the end, you’ll have the answers, workflows, and confidence to handle whatever the question is.

In This Course, You'll Learn How To...

  • Set Up Billing Right from the Start

    Configure billing defaults, set up autopay and payment methods, and understand how billing kicks off when a new account is activated.

  • Handle Day-to-Day Money Movement

    Apply credits and adjustments, process refunds and reversals, add manual charges, and understand how proration applies when things change mid-cycle.

  • Adapt Billing to the Account Lifecycle

    Configure delinquency stages and late fees, handle billing on disconnected accounts, and understand how invoices and payments move between linked Parent and Child accounts.

What's Included in this Course?

    1. Welcome to Answering Your Top Questions: Account Billing

    1. Chapter Overview

    2. Lesson 1: How Do I Set Up or Change Billing on an Account?

    3. Lesson 2: How Do I Set Up Autopay and Manage Payment Methods?

    4. Lesson 3: What Happens When an Account is Activated?

    5. End of Chapter 1

    6. Chapter 1: Billing Setup Quiz

    1. Chapter Overview

    2. Lesson 1: How Do I Apply Credits or Adjustments to an Account?

    3. Lesson 2: How Do I Refund or Reverse a Payment?

    4. Lesson 3: How Do I Add a Manual Charge or One-Time Service?

    5. Lesson 4: How Does Proration Work in Sonar?

    6. End of Chapter 2

    7. Chapter 2: Billing Transactions Quiz

    1. Chapter Overview

    2. Lesson 1: How Does Sonar Handle Late Fees and Delinquency?

    3. Lesson 2: What Happens to Billing When an Account Is Disconnected?

    4. Lesson 3: How Does Parent/Child Billing Work in Sonar?

    5. End of Chapter 3

    6. Chapter 3: Billing & Account Lifecycle Quiz

    1. Conclusion

About this Course

  • Free
  • 21 lessons
  • 1.5 hours of video content

The Instructor

Meet the expert behind the course!

George

Say hello to George, the curious and clever mascot of Sonar Software. He loves exploring the platform, uncovering features, and sharing tips to help you get the most out of Sonar. With his friendly personality, sharp curiosity, and good sense of humour mixed with a little mischief, George keeps learning both fun and engaging. No matter where you are on your journey, he’s here to guide you through Sonar.