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Bill Runs are configured in Setup / Finance / Billing / Bill Run

Overview

Bill runs perform billing, invoicing and payment collection actions as well as execution of contract and accounts receivable terms (dunning rules). Bill runs can be triggered in either a manual 'one-off' fashion or using an automated recurring approach. The accounts that a bill run processes are determined by the bill groups that the accounts are under. Bill runs are associated with bill groups in order to bill the accounts under the bill groups.

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More information on bill run options and when these options execute can be found below in this guide.

Prerequisites

  • Currency exchange rates must be configured before bill runs can be setup

  • Bill groups need to be setup in order to specify which accounts to bill 

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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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See the Scheduling Bill Runs article for instructions on how to schedule bill runs.

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Adding Bill Runs

  1. Under the Bill Runs heading on the left click the (blue star) icon

  2. Under the Add Bill Run heading on the right specify the bill run details. See the Bill Runs screen help for information on each field

  3. Click Save

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Adding Bill Groups to Bill Runs

  1. Under the Bill Runs heading on the left click the bill run you wish to edit

  2. Under the Edit Bill Run heading on the right click on the Bill Group tab

  3. On the Bill Group tab click inside the text field labeled Bill Group(s) To Add

  4. In the list that appears check off the bill groups you wish to add to the bill run

  5. Click the + Add button to the right

  6. Click Save to commit the bill run changes

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Scheduling Bill Runs

  1. Under the Bill Runs heading on the left click the bill run you wish to schedule

  2. Under the Edit Bill Run heading on the right click on the Schedule tab

  3. On the schedule tab you can perform various options:

    • To schedule a recurring bill run click the (blue star) button. On the pop-up that appears specify when the bill run should fire

    • To schedule a one time bill run click the (blue star) button. On the pop-up that appears specify when the bill run should fire

    • To pause a scheduled bill run click the (blue star) button next to a scheduled bill run

    • To re-enable a paused scheduled bill run click the (blue star) button next to a scheduled bill run that has been paused

    • To edit an existing schedule in the list click the (blue star) button to the right of the schedule. On the pop-up that appears adjust the scheduled date/time as needed

    • To delete a schedule click the (blue star) button to the right of the schedule. The (blue star) button will appear, click it to mark the schedule for deletion. Click Save to commit the changes and remove the schedule(s) you selected for deletion

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Editing Bill Runs

  1. Under the Bill Runs heading on the left click the bill run you wish to edit

  2. Under the Edit Bill Run heading on the right modify the bill run details. See the Bill Runs screen help for information on each field

  3. Click Save when finished making changes

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Deleting Bill Runs

Info

Note: you cannot delete a bill run if it is in use in the system. If you need to delete a bill run that is in use you will first need to remove any bill groups that have been added to the bill run. See the removing bill groups from bill runs for instructions

  1. Under the Bill Runs heading on the left select the bill run you wish to delete

  2. Under the Bill Runs heading on the left click the (blue star) icon

  3. On the confirmation dialog that appears select Yes

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Removing Bill Groups from Bill Runs

  1. Under the Bill Runs heading on the left click the bill run you wish to edit

  2. Under the Edit Bill Run heading on the right click on the Bill Group tab

  3. On the Bill Group tab locate the bill group you wish to remove and click the (blue star) button to the right

  4. The (blue star) button will appear, click this button confirm that you wish to remove the bill group

  5. The bill group you selected to delete will appear crossed out in the list, repeat the two steps above if you need to mark additional bill groups for deletion

  6. Once the bill groups are marked for deletion click the Save button to commit the changes (i.e. disconnect the bill group(s) from the bill run)