Matching service charges
This article will take you through how to match service file line items against products featured on your Billingbooth One account.
How Billingbooth One matches products
Billingbooth One will utilise the Service Code field found within the Edit Product screen to match against a service file line item's Description.
Billingbooth One will attempt the most exact match possible out of all Service Codes that match the service file line item's Description.
Once matched, Billingbooth One can then perform any of the Options specified on the Service Files tab of the product's Add/Edit screen, as well as apply the applicable Customer, Tariff or Base Pricing for the product featured on the service file line item.
How to match a product to a service file line item
If you have already uploaded a service file, you'll notice that there are line items in the Matched product column of the Service File Details screen (Products > Existing Service Files and then click the View icon for one of the listings) that state No product matched in the Matched product column.
The means of linking a product to these line items is very straightforward.
First, you'll want to ensure you've already created the Product you wish to link, which then allows you to head to Products and Edit the applicable product.
Editing a product gives you a few extra options that you don't get during the product's creation, such as the Service Files tab at the top-right of the screen.
On this tab you'll see the option to add one or more Service Codes. In Billingbooth One terms, a Service Code is what we match to a service file line item's description.
INFO
Spaces are counted as part of the matching process, if ever a product isn't matching, first check there isn't any rogue spaces in your Service Code(s) often at the start or end.
Method 1: Matching exact descriptions
| Service File Descriptions | Applicable Service Codes |
|---|---|
| Handset PhonePlus | Handset PhonePlus |
| Line Rental | Line Rental |
| Super Bundle 500 Mins | Super Bundle 500 Mins |
Method 2: Matching variable descriptions using wildcards
| Service File Descriptions | Applicable Service Codes |
|---|---|
| Hosted Seat 200 Hosted Seat 201 Hosted Seat 202 | Hosted Seat * |
| 07123456789 - Geographic Number 07987654321 - Geographic Number 07112233445 - Geographic Number | * - Geographic Number |
| REF-ABC123 - Hosted Seat 200 REF-XYZ456 - Hosted Seat 201 REF-12AABB - Hosted Seat 202 | REF-* - Hosted Seat * |
Method 3: Matching variable descriptions using single character wildcards
| Service File Descriptions | Applicable Service Codes |
|---|---|
| Line Rental (1 Month) Line Rental (3 Month) Line Rental (6 Month) | Line Rental (? Month) |
| Line Rental (12 Month) Line Rental (24 Month) Line Rental (36 Month) | Line Rental (?? Month) |
Method 4: Matching variable descriptions using regular expressions (regex)
There maybe situations where you need to match very niche requirements that can't be achieved with direct matching or either of the wildcard methods. For these, the Service Code field(s) accept regular expressions.
We recommend a website such as RegExr for help with creating your regular expression strings.
Checking the matches are successful
With any of those methods done, we can go back and View the service file we uploaded once again and click the Re-analyse button at the top-right of the screen. This will get Billingbooth One to check through the service file again and check for matches to the line items.