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In this example we will bill an a single account and generate an invoice on the account when billing is completecompletes.

For additional details on the fields presented on the Account Packages screen see the Account Packages Screen screen help.

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• In order to bill the account you need to have at least one package in an active status added to the account. See the Account Package Example guide for instructions on adding a package to an accountA bill run must be configured and set to bill packages and generate an invoice. See the Bill Run Configuration Example article for an example of how to setup a bill run

Process

1. Log into the LogiSense Billing application

2. In the search box at the top of the page, leave the Search Filter set to Account and then enter the name of the account you wish to bill. Select the account from the list and then click the arrow button to go load the account's Overview page

   

   
   

3. Under the Account menu, click on the Profile menu option

   

4. On the Account Package screen add an account-package if one doesn’t already exist. Make note of the Next Bill Date and then click the button to bill the account

   

5. On the pop-up that appears configure the billing options:

   

   1. Set the Billing Period Start and Billing Period End dates to includes the account-package’s Next Bill Date (otherwise the account-package will not be billed)

   2. Enable the Bill Charges option (billing will result in an invoice being generated, although not sent unless you also enable the ‘Deliver Invoice’ option)

   3. Specify the Posting Date for this billing activity
      

6. Click the Bill Now button

7. A pop up notice should appear shortly stating that the bill run has been completed

   

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