Bulk Process:
Billing Operation
Billing Operations provide automation tools for billing managers and account receivables professionals. You can access Billing Operations as an administrator two different ways:
- Transactions > Billing > Process Billing Operations
- Transactions > Billing > Schedule Billing Operations
To create a new bill run:
- Go to Billing > Billing Operations > Process Billing Operations.
- Under Primary Information, enter an optional description for the bill run schedule.
- Under Billing Operation Options, indicate whether you want to create a credit memo run, a bill run, or both.
- If you are creating an off-cycle bill run, check the Bill Run (Off-Cycle Only) box.
- Select Subsidiary
- Under Customer, select a Customer or Group from the list or check the All Customers box.
- Under Billables, select the types of transactions for which you want to create bills
- Under Communication, indicate whether bills should be printed, emailed, or faxed.
- Click Run.
Billing of subscription from Customer Record
1.Navigate to List> Relationship> Customers.
2.Select the customer record you want to create invoice.
3.Under the sales subtab, select Transactions sub list.
4.Click on New Invoice. An invoice record will be opened.
5. Uncheck the Recurring Bill field in the invoice record and add date and as of date in the record.
- Click on Add Charges to As of Date under Items subtab
7. Review the charges for each line item.
8. Click Save.