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Paybill Display Logic & Test Setup Guide

How customer names and addresses are displayed for Paybill vehicles, and how to verify the behavior in the Develop environment.

1. Purpose and Scope​

This guide explains how customer names and addresses are displayed for vehicles using a Paybill-supported rate card. It provides step-by-step validation using the Journey Lease Company with Savi setup in Develop.

It applies when the customer's rate card type is one of the following:

  • ViSN with DI Network and Paybill
  • ViSN Hybrid - Customer's Network and DI Network with Paybill

Names and addresses are checked in three places:

  • V-Customer view
  • V-Supplier view
  • Invoice Drawer and Invoice PDF

2. Key Concepts​

TermMeaning
Lease CompanyThe main customer that owns the vehicles and rate card. In this setup, it is Journey Lease company with Savi.
Sub-CustomerA customer linked under the Lease Company. A vehicle can belong to a Sub-Customer or directly to the Lease Company.
Paybill configurationDefines how the customer is billed. It can be set at Customer or Sub-Customer level and can be Direct or ViSN.
Direct PaybillA Paybill type where the displayed name depends on whether Use Direct Paybill Name is enabled.
ViSN PaybillA Paybill type where the Regular Customer Name is displayed. In the V-Supplier Invoice Drawer/PDF, the SAVi-prefixed customer name and SAVi address are displayed.
Use Direct Paybill NameA setting in DI Admin > Group Details. When on, the Direct Paybill Name is displayed; when off, the Regular Customer Name is displayed.
Regular Customer NameThe customer's normal name saved in the system.
Direct Paybill NameAn alternative name used for Direct Paybill customers when the setting is enabled. In this setup: Journey Lease company.
GroupThe supplier organization, such as Savi Group 1, that manages suppliers and the Paybill name setting.
V-Customer / V-SupplierThe areas where customer names and addresses are displayed. V-Supplier also includes the Invoice Drawer and Invoice PDF.

3. Test Environment​

3.1 Lease Configuration​

SettingValue
Environment URLhttps://visn-develop-branch.web.app/
Lease Company NameJourney Lease company with Savi
Direct Paybill NameJourney Lease company
Rate card type enabledViSN Hybrid - Customer's Network and DI Network with Paybill
GroupSavi Group 1
SupplierSaviGroup1Supplier2
Sub-CustomersMobility Trader, ViSN Trader

3.2 Credentials​

RoleNameCredential
Lease userJourney Lease company with Savijourney+lease@digitalinnk.com
Group userSavi Group1savig1@digitalinnk.com
Supplier userSaviGroup1Supplier2savi.g1s2@digitalinnk.com

4. Paybill Display Logic​

4.1 Which Configuration Applies?​

  • If the vehicle belongs to a Sub-Customer with its own Paybill configuration, the Sub-Customer-level configuration applies (Appendix A).
  • If the vehicle is linked directly to the Customer, or the Sub-Customer has no configuration, the Customer-level configuration applies (Appendix B).

4.2 What Is Displayed?​

  • ViSN: V-Customer and V-Supplier screens show the Regular Customer Name. The Invoice Drawer/PDF shows the SAVi-prefixed customer name and SAVi address.
  • Direct, toggle ON: V-Customer shows the Direct Paybill Name.
  • Direct, toggle OFF: V-Customer shows the Regular Customer Name.
  • Direct, all cases: The Invoice Drawer/PDF shows the customer address. The name shown on V-Supplier depends on whether configuration is at Customer or Sub-Customer level, as shown in the matrix below.

4.3 Summary Matrix​

Use this matrix as the expected result for each test.

Configuration levelPaybill typeToggleV-Customer showsV-Supplier screens showInvoice Drawer / PDF shows
Sub-CustomerViSNN/ARegular Customer NameRegular Customer NameSAVi-prefixed Customer Name and SAVi Address
Sub-CustomerDirectONDirect Paybill NameSub-Customer NameSub-Customer Name and Customer Address
Sub-CustomerDirectOFFRegular Customer NameSub-Customer NameSub-Customer Name and Customer Address
CustomerViSNN/ARegular Customer NameRegular Customer NameSAVi-prefixed Customer Name and SAVi Address
CustomerDirectONDirect Paybill NameDirect Paybill NameDirect Paybill Name and Customer Address
CustomerDirectOFFRegular Customer NameRegular Customer NameRegular Customer Name and Customer Address

5. How to Test​

Follow these steps for each scenario in Section 6. Each scenario specifies the VRM, toggle state, Paybill configuration, and expected result.

Before You Start​

  • Open the environment URL in Section 3.1.
  • Have the Group user, Lease user, and Supplier user logins from Section 3.2 ready.
  • Select a scenario in Section 6 and note its VRM, toggle state, and expected result.

Step 1: Check the Toggle (Group User)​

Log in to DI Admin as the Group user. Go to Setup > Group, open Savi Group 1, and scroll to Invoice Config. Check Use Direct Paybill Name. A green tick means ON; a cross means OFF. Change it if the selected scenario requires a different state.

Step 2: Check Paybill Configuration (Group User)​

On the same Group Details page, open the Paybill Configuration. Confirm the Customer or Sub-Customer used in the scenario is listed under the expected type: ViSN or Direct.

Step 3: Check V-Customer (Lease User)​

Log in as the Lease user, search for the scenario VRM, and open the enquiry in the Control Panel. Record the customer name shown on the enquiry.

Step 4: Check V-Supplier (Supplier User)​

Log in as the Supplier user (SaviGroup1Supplier2). Go to Walk-in, enter the VRM, and click Search. Record the customer name shown in the search result.

Step 5: Check the Invoice Drawer / PDF (Supplier User)​

As the Supplier user, open the enquiry from Work-in-Progress and open the invoice drawer. Read the name and address in the To: block of Invoice Information. The invoice PDF shows the same details.

Step 6: Compare with the Expected Result​

Compare the results from Steps 3 to 5 with the scenario in Section 6 or the matrix in Section 4.3. The scenario passes when all three places match. If any result differs, capture a screenshot of each screen and report it.

6. Test Scenarios​

Sr. No.VRMPaybill ConfigurationUse Direct Paybill ToggleDetail
1MX12TRDSub-Customer, Direct configurationONSection 6.1
2MX12TRDSub-Customer, Direct configurationOFFSection 6.2
3VS14SNFSub-Customer, ViSN configurationN/ASection 6.3
4LE12ASECustomer, Direct configurationONSection 6.4
5LE12ASECustomer, Direct configurationOFFSection 6.5
6LE12ASECustomer, ViSN configurationN/ASection 6.6
7-Sub-Customer vehicle with no Sub-Customer-level configuration (fallback)As per Customer configurationSection 6.7

6.1 Sub-Customer Vehicle, Direct Configuration, Toggle ON​

SettingExpected value
Vehicle (VRM)MX12TRD
Paybill ConfigurationSub-Customer, Direct configuration
ToggleON
V-CustomerDirect Paybill Name
V-Supplier and Invoice Drawer/PDFSub-Customer Name and Customer Address

Setup: Use Direct Paybill Toggle Setting

Figure 1. DI Admin Group Details: Use Direct Paybill Name is on

Setup: Paybill configuration

Figure 2. Mobility Trader is listed under Direct

V-Customer

Figure 3. Control Panel enquiry shows the Direct Paybill Name, Journey Lease company

V-Supplier

Figure 4. Walk-in result shows the Sub-Customer name, Mobility Trader

Invoice Drawer

Figure 5. Invoice Information To block shows the Sub-Customer name and customer address

6.2 Sub-Customer Vehicle, Direct Configuration, Toggle OFF​

SettingExpected value
Vehicle (VRM)MX12TRD
Paybill ConfigurationSub-Customer, Direct configuration
ToggleOFF
V-CustomerRegular Customer Name
V-Supplier and Invoice Drawer/PDFSub-Customer Name and Customer Address

Setup: Use Direct Paybill Toggle Setting

Figure 6. DI Admin Group Details: Use Direct Paybill Name is off

Setup: Paybill configuration

Figure 7. Mobility Trader is listed under Direct

V-Customer

Figure 8. Control Panel enquiry shows the Regular Customer Name

V-Supplier

Figure 9. Walk-in result shows the Sub-Customer name, Mobility Trader

Invoice Drawer

Figure 10. Invoice Information To block shows the Sub-Customer name and customer address

6.3 Sub-Customer Vehicle, ViSN Configuration​

SettingExpected value
Vehicle (VRM)VS14SNF
Paybill ConfigurationSub-Customer, ViSN configuration
ToggleN/A
V-CustomerRegular Customer Name
V-SupplierRegular Customer Name
Invoice Drawer/PDFSAVi-prefixed name and SAVi Address

Setup: Paybill configuration

Figure 11. ViSN Trader is listed under ViSN

V-Customer

Figure 12. Control Panel enquiry shows the Regular Customer Name

V-Supplier

Figure 13. Walk-in result shows the Regular Customer Name

Invoice Drawer

Figure 14. Invoice Information To block shows the SAVi-prefixed name and SAVi address

6.4 Vehicle Linked Directly, Customer Direct, Toggle ON​

SettingExpected value
Vehicle (VRM)LE12ASE
Paybill ConfigurationCustomer, Direct Configuration
ToggleON
V-CustomerDirect Paybill Name
V-Supplier and Invoice Drawer/PDFDirect Paybill Name and Customer Address

Setup: Use Direct Paybill Toggle Setting

Figure 15. DI Admin Group Details: Use Direct Paybill Name is on

Setup: Paybill configuration

Figure 16. Journey Lease company with Savi is listed under Direct

V-Customer

Figure 17. Control Panel enquiry shows the Direct Paybill Name

V-Supplier

Figure 18. Walk-in result shows the Direct Paybill Name, Journey Lease company

Invoice Drawer

Figure 19. Invoice Information To block shows the Direct Paybill Name and customer address

6.5 Vehicle Linked Directly, Customer Direct, Toggle OFF​

SettingExpected value
Vehicle (VRM)LE12ASE
Paybill ConfigurationCustomer, Direct Configuration
ToggleOFF
V-CustomerRegular Customer Name
V-Supplier and Invoice Drawer/PDFRegular Customer Name and Customer Address

Setup: Use Direct Paybill Toggle Setting

Figure 20. DI Admin Group Details: Use Direct Paybill Name is off

Setup: Paybill configuration

Figure 21. Journey Lease company with Savi is listed under Direct

V-Customer

Figure 22. Control Panel enquiry shows the Regular Customer Name

V-Supplier

Figure 23. Walk-in result shows the Regular Customer Name

Invoice Drawer

Figure 24. Invoice Information To block shows the Regular Customer Name and customer address

6.6 Vehicle Linked Directly, Customer ViSN​

SettingExpected value
Vehicle (VRM)LE12ASE
Paybill ConfigurationCustomer, ViSN Configuration
ToggleN/A
V-CustomerRegular Customer Name
V-SupplierRegular Customer Name
Invoice Drawer/PDFSAVi-prefixed name and SAVi Address

Setup: Paybill configuration

Figure 25. Journey Lease company with Savi is listed under ViSN

V-Customer

Figure 26. Control Panel enquiry shows the Regular Customer Name

V-Supplier

Figure 27. Walk-in result shows the Regular Customer Name

Invoice Drawer

Figure 28. Invoice Information To block shows the SAVi-prefixed name and SAVi address

6.7 Fallback: Sub-Customer Vehicle Without Sub-Customer-Level Configuration​

SettingExpected value
VehicleSub-Customer vehicle with no Paybill configuration at Sub-Customer level
ToggleAs set by the Customer configuration
V-CustomerDirect Paybill Name or Regular Customer Name
V-SupplierDirect Paybill Name or Regular Customer Name
Invoice Drawer/PDFDirect Paybill Name and Customer Address, Regular Customer Name and Customer Address, or SAVi-prefixed Customer Name and SAVi Address

With no configuration on the Sub-Customer, the result follows the Customer-level configuration. Use Appendix B and the Customer rows of the matrix in Section 4.3. Screenshots are covered by scenarios 6.4 to 6.6.

Appendix A: Paybill Configured at Sub-Customer Level​

Applies when a Paybill configuration exists on the Sub-Customer.

Flowchart: Paybill configured at Sub-Customer level

Appendix B: Paybill Configured at Customer Level​

Applies to vehicles linked directly to the Customer, or when the Sub-Customer has no configuration (fallback).

Flowchart: Paybill configured at Customer level