Page Comparison

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The Bill Runs panel on the left of this screen allows you to select an existing bill run so that you can view and edit it on the Edit Bill Run panel to the right. In addition, actions are available which are shown as icons on the left above the Filter text box. Available actions are detailed below.

Actions

Icon	Description
Image Modified	Deletes the selected bill run if not in use (connected to a bill group)
Image Modified	Adds a new bill run

When you select a bill run in the list additional details will be displayed in the Edit Bill Run panel to the right. These details are explained below.

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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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• Billing:

  • Bill Package: bills account-packages that have a 'Next Bill Date' that falls within the Bill Period (Bill Period Start to Bill Period End) date range

  • Bill Usage: bills usage charges related to account-packages that have a 'Next Bill Date' in the bill period date range (Bill Period Start to Bill Period End). All unbilled usage charges that precede the 'Bill Period Start' date will also be billed if it is determined that the account-package should be billed

• Invoicing:

  • Run Invoices: compiles charges, applies taxes, totals up balances and stamps transactions with an invoice number

  • Render Invoices: generates invoices in a pdf format. A rendered invoice is a finalized invoice that cannot be edited or have additional transactions added to itand is ready for delivery. Rendering will only occur when the invoicer account's ‘Bill Day' is reached (the bill day falls within the Bill Period Start and Bill Period End range), until the invoicer account’s bill day is reached the bill run will not render an invoice when this option is selectedthis Bill Run option is enabled, and will render any invoice on the Account that has not been rendered yet.

  • Deliver Invoices: delivers invoices based on the bill group's 'Invoice Delivery' setting. Invoices that are not rendered will not be delivered (i.e. no invoice exists to be delivered). Invoices are only delivered when the invoicer account's bill day is within the billing period (the bill day falls within the Bill Period Start and Bill Period End date range)

• Contracts:

  • Run Contract Commitments: when enabled account and account-package contracts on the accounts being billed will be evaluated to see if contract related charges are applicable. If commitments are not met/contracts have been terminated prematurely then any configured penalty fees on the contract will be applied. When this option is enabled contract dates will be checked to determine if contract charges are valid, the 'Bill Period Start' date on the bill run is not referenced when the system is evaluating contracts on accounts/account-packages. This means that contract charges related to periods earlier than the specified bill period start date will be applied

• AR Terms:

  • Run Dunning Process: when enabled this setting will trigger the execution of dunning rules that have been configured on the account (e.g. send the account's billing contact an email notification if they are X days overdue for payment, email and change the account status to suspended if payment is Y days overdue, etc.). It's recommended that you configure a standalone bill run to execute dunning rules on a daily schedule

• Payments:

  • Collect Payments: when enabled payment can be collected from accounts that have an ‘Auto Pay’ payment method configured. Integration with a payment gateway must also be configured for payment collection to function

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