Company Billing Settings | RecovR Billing Portal

Navigation Path

From the left navigation menu, select Companies.
Open the desired company to view its Company Details page.
Click Billing Settings located in the top‑right corner.

Billing Settings Sections

When you open Billing Settings, the following configuration tabs appear:

Summary – Displays an overview of all configured billing settings at the Company level.
Service Fees – Settings related to service‑fee billing.
Sales – Configurations related to Open Sales.
Manual Sales – Configurations for Manual Sales billing behavior.
Lost Devices – Settings applied to Lost Device billing.
Global – Settings applied at the company level that can impact all locations under the company, such as Contractor Channels, Payment Terms, Visible By Dealers settings.

Summary Section

The Summary tab provides a consolidated view of all active Billing Settings.
For applicable settings, you can also clear/reset values to revert to the default behavior.

Service Fees Settings

The Service Fees tab contains the following configuration options:

Setting	Description
Bill To	Explicitly sets the billing target to either a Channel or the Company's IDTV account. If left unset, billing defaults to the Location's IDTV account.
Service Fees Calculation Level	Reserved for future use. Currently unused.
Service Fees Enabled	Reserved for future use. Currently unused.
Visible By Channels	Reserved for future use. Currently unused.

Notes :

When selecting Bill To to a Channel, the dropdown will populate the list of all eligible Channels.
If there is a need to reset/clear the Bill To setting, please select the None option from the dropdown. The None option in the Bill To dropdown only shows up if it Bill To is already configured.

Sales Settings

The Sales tab contains the following configuration options:

Setting	Description
Auto Remittance Enabled	Automatically processes open remittance payments at the end of the month.
Auto Remittance Grace Period (in Days)	Reserved for future use. Currently unused.
Bill To	Explicitly sets the billing target to either a Channel or the Company's IDTV account. If left unset, billing defaults to the Location's IDTV account.
Visible By Channels	This setting handles `company-to-location` the configuration propagation of the selected channels. Product access is controlled via the `Visible By Channel` settings at the location product level.
Split Invoicing Enabled	When enabled, Sales and Credit Notes are split into separate invoices for RecovR and R4K.

Notes :

When selecting Bill To to a Channel, the dropdown will populate the list of all eligible Channels.
If there is a need to reset/clear the Bill To setting, please select the None option from the dropdown. The None option in the Bill To dropdown only shows up if the Bill To is already configured.
If there is a need to reset/clear the Split Invoicing Enabled or Auto Remittance Enabled settings, it can be done from the Summary using the Clear option.

Manual Sales Settings

The Manual Sales tab includes:

Setting	Description
Bill To	Explicitly sets the billing target to a Channel or the Company's IDTV account. If unset, billing defaults to the Location's IDTV account.
Visible By Channels	Reserved for future use. Currently unused.

Notes :

When selecting Bill To to a Channel, the dropdown will populate the list of all eligible Channels.
If there is a need to reset/clear the Bill To setting, please select the None option from the dropdown. The None option in the Bill To dropdown only shows up if the Bill To is already configured.

Lost Devices Settings

The Lost Devices tab contains:

Setting	Description
Auto Remittance Enabled	Automatically processes open remittance payments at the end of the month.
Auto Remittance Grace Period (in Days)	Reserved for future use. Currently unused.
Bill To	Explicitly sets the billing target to a Channel or the Company's IDTV account. If unset, billing defaults to the Location's IDTV account.
Report To	Reserved for future use. Currently unused.
Visible By Channels	This setting handles `company-to-location` configuration propagation of the selected channels. Product access is controlled via the `Visible By Channel` settings at the location product level.

Notes :

When selecting Bill To to a Channel, the dropdown will populate the list of all eligible Channels.
If there is a need to reset/clear the Bill To setting, please select the None option from the dropdown. The None option in the Bill To dropdown only shows up if the Bill To is already configured.
If there is a need to reset/clear the Auto Remittance Enabled settings, it can be done from the Summary using the Clear option.

Global Settings

The Global tab contains:

Setting	Description
Contractor Channels	Setting specifies a list of channels eligible for accessing/managing records at the company/location level.
Payment Terms (in Days)	Setting specifies the payment terms that will be synced to the ERP. The payment term will be reflected in the invoices.
Visible By Dealers	The setting specifies which product types can be accessed by the dealers.

Notes :

Notes :

When selecting Bill To to a Channel, the dropdown will populate the list of all eligible Channels.
If there is a need to reset/clear the Bill To setting, please select the None option from the dropdown. The None option in the Bill To dropdown only shows up if the Bill To is already configured.
If there is a need to reset/clear the Auto Remittance Enabled settings, it can be done from the Summary using the Clear option.
The Contractor Channels dropdown that will list all the available channels. User selects (multiple selections possible) one or multiple channels and submits. Only the selected contractor channels will be available in the Visible By Channels list.
The Visible By Dealers dropdown that will fetch the list of all catalogue products. User selects (multiple selections possible) one or multiple product types and submits. It restricts access to only the selected product types at the company level. If the split is not enabled, then all product types are visible for dealer users

Approve the RecovR Lines "To Pay Records."

Approve your Open Batches to Start the Invoicing Process

Invoices - how to get and manage them

Credit Notes - how to manage records for credit

How Channel Users Can Access the Billing Portal