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  • The invoicer on an account cannot be changed once an invoice exists on that account UNLESS the following conditions are met first:

    • All invoices are closed

    • All balances and account are zero (by way of adjusting transactions or otherwise)

    • All payments and credits are marked as 'Disbursed'. If they cannot be disbursed they must be reversed on that account

  • Invoicers must be setup before any billing takes place

  • Parent accounts must be active for sub-accounts to invoice

  • EngageIP 8.6.0+: Accounts must be in the same bill group as their invoicer and usage invoicer

  • EngageIP 8.6.0+: Invoicer options on an account will be greyed out (read-only) if the account's owner is setup to receive invoices. Specifically, if the owner is configured with a ‘Owner Parent Account Billing Type’ > ‘Bill Owner…/Bill Branded Owner…’ option. See the Configuring Branded and Unbranded Owners article for more information on configuring owners

  • EngageIP 8.6.0+: An account's bill day must be in sync with the bill day of the account's invoicer

  • EngageIP 8.6.0+: Changing the bill day of an account setup as an invoicer will update the bill day of all accounts configured to use that invoicer (via an EngageIP job)

  • EngageIP 8.6.0+: A sub-account cannot be the usage invoicer for its parent account

  • EngageIP 8.6.0+: An account setup as a usage invoicer (i.e. invoiced for usage generated by other accounts) must be configured to be its own invoicer and usage invoicer

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