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Bill Runs are configured in Setup / Finance / Billing / Bill Run |
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Execute accounts receivable terms. E.g. apply late payment penalties, suspend accounts for non-payment, etc. before billing runs
Bill packages
Bill usage (note: all unbilled usage in the past will be billed when billing usage, the past usage charges related to an account-package selected for billing will be billed if the ‘Bill Usage’ setting is enabled on the bill run. The Bill Period Start date set on the bill run isn’t observed when billing usageused to determine if usage charges are applicable, any/all unbilled usage charges in the past related to the account-package will be billed)
Execute contract terms (apply early termination fees, commitment fees)
Run Invoicing (compile charges, apply taxes, total up balances and stamp the invoice id on account transactions)
Collect Payments (utilize a payment gateway configured in the system to collect payment for accounts setup with an ‘Auto Pay’ payment method configured)
Render the invoice (create the PDF invoice)
Deliver the invoice based on the account's bill group invoice delivery configuration
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The information in this panel reflects the currently selected bill run. From here you can change bill run details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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