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Summary

Accounts are segregated into bill groups by the class of account assigned a bill groups in order to specify billing settings for the account. Accounts under the same bill group may share the same account type (e.g. partner, reseller etc.) and/or be grouped by other criteria such as the account’s payment type (e.g. credit card customers in one group, ACH customers in another). A An account’s bill group is selected when a new account is created.

In this configuration example we will add a sample bill group with a default account bill day of the 1st, an invoice due date as the 21st and an invoice date as 1st of the current month. This example assumes that the group of accounts have payment terms set with term of net 20.

For additional details on the fields and options presented on the bill group screen see the bill groups screen help article.

Prerequisites

• An Invoice Delivery configuration needs to be defined before bill groups can be setup

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1. Log into the LogiSense Billing application

2. Click on Setup, Finance and then Billing

   

3. Under Billing settings, click on the Bill Group tab

   

4. Under the Bill Groups heading, click the  icon to add a new bill group

5. Under the Add Bill Group heading, fill out the required fields (marked with the redleft border)

   

   1. Enter the bill group Name (e.g. Test)

   2. Enter 1 for the Bill Day

   3. Select an Invoice Delivery, this specifies the invoice delivery settings to use

   4. If desired, enter an Invoice Render Threshold Amount (e.g. if you specify $20 the invoice will not be generated until the total invoice charges meet or exceed $20)

   5. Select the Invoice Due Date based on as Account Bill Date. This option uses the account bill date along with the payment terms configuration to determine the invoice due date. For instance, if the account's bill day is the 1^st and the payment terms configuration is set to Net 20, then the invoice due date will be set to the 21^st

   6. Select the Invoice Date Based On as Account Bill Day. This will configure the invoice date to be based on the bill day of the account

   7. When the Invoice Date Based On field is set to ‘Account Bill Day’ the Account Bill Day Option field will be configurable. Select Current Period in this field, this will set the invoice date as the 1st of the current month (if the account bill day is set to '1')

   8. If you have already configured bill runs you can select one or more of them in the Bill Run(s) To Add drop down list. When a bill group is connected to a bill run the accounts that are in the bill group will be billed when the associated bill run is executed

6. Click Save to add the new Bill Group

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1. Log into the LogiSense Billing application

2. Click on Setup, Finance and then Billing

   

3. Under Billing settings, click on the Bill Group tab

   

4. Under the Bill Groups heading, click the bill group you wish to edit

5. Under the Edit Bill Group heading, modify the bill group details (e.g. Bill Day is modified to 10 as shown in the image below. All newly created accounts setup with this bill group will default to a bill day of ‘10’. Existing accounts under this bill group will not have their bill day changed)

   

6. Click Save when finished making changes and changes will be saved

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• Optional: Bill Runs need to be setup and associated with a bill group in order to bill the accounts that are under a bill group. This step can be performed later when you are ready to bill an account if desired. See the Bill Run Configuration Example article for an example of how to configure bill runs

• Optional: If you utilize General Ledger codes you can configure these now or at a later time. See the General Ledger (GL) Code Configuration Example article for a configuration example

• You have now configured the system to the point where the products you wish to sell can be setup. The first step is to setup service types which are used when configuring services. See the Service Type Configuration Example for an example of how to setup service types