Page Comparison

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The information in this panel reflects the currently selected bill group. From here you can change bill group 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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• Name: a unique and descriptive name for the bill group

• Bill Day*: sets the default bill day for accounts. The bill day can be any number between 1 and 28. If this field is left empty the bill day of accounts created under this bill group will be the day that the account is created

• Usage Bill Day*: sets the default day usage will be billed for accounts. The usage bill day can be any number between 1 and 28. If this field is left empty the usage bill day for accounts created under this bill group will be the day the account is created

• Invoice Delivery*: specifies the invoice delivery settings the invoice delivery settings to use. Delivery settings determine how the invoice is sent (e.g. emailed as a pdf attachment) and the invoice template to use (invoice branding, layout and content)

• Invoice Render Threshold Amount: keeps the invoice from being generated until the total invoice charges meet or exceed the value specified in this field

• Invoice Due Date Based On: used in conjunction with payment terms to set the due date on invoices

  • Account Bill Date: uses the account bill date along with payment terms configured on the account to determine the invoice due date. For instance, if the account's bill day is March 1^st and the payment terms configuration is set to Net 20, then the invoice due date will be set to March 21^st

  • Invoice Render Date: uses the day the invoice is rendered and the account’s payment terms configuration to set the invoice due date. For instance, if the invoice is rendered on April 5^th and payment terms are set to 'On Due Date' then the invoice due date is April 5^th

• Invoice Date Based On: allows you to configure when the invoice date is set

  • Invoice Render Date: the invoice date will be set to the date that the invoice is generated

  • Account Bill Day: the invoice date will be based on the bill day of the account. the 'Account Bill Day Option' field described below defines which period is used when setting the invoice date

    • Account Bill Day Option: this option is only applicable when the 'Invoice Date Based On' field is set to 'Account Bill Day'. This field lets you define the period the invoice date will be set to. E.g. if this value is set to 'Previous Period' and in October an account with a bill day of the 1^st has an invoice generated, then the invoice date will be set to 'September 1^st

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Guides

Adding Bill Groups

1. Under the Bill Groups heading on the left click the  icon

2. Under the Add Bill Group heading on the right enter the bill group details. See the Bill Groups article for descriptions of each field

3. Click Save

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Adding Bill Runs to Bill Groups

1. Under the Bill Groups heading on the left click the bill group you wish to edit

2. Under Edit Bill Group ensure the Bill Runs tab is selected and then click inside the text field labeled Bill Run(s) To Add

3. In the list that appears check off the bill runs you wish to add to the bill group

4. Click the + Add button to the right

5. Click Save to commit the changes

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Editing Bill Groups

1. Under the Bill Groups heading on the left click the bill group you wish to edit

2. Under the Edit Bill Group heading on the right modify the bill group details. See the Bill Groups article for descriptions of each field

3. Click Save when finished making changes

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Deleting Bill Groups

1. Under the Bill Groups heading on the left select the bill group you wish to delete

2. Under the Bill Groups heading on the left click the  icon

3. On the confirmation dialog that appears select Yes

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Removing Bill Runs from Bill Groups

1. Under the Bill Groups heading on the left click the bill group you wish to edit

2. Under Edit Bill Group ensure the Bill Runs tab is selected and then click the  button to the right of the bill run you wish to remove from the bill group

3. The  button will appear, click it to confirm that you wish to remove the bill run and the bill run you selected to delete will appear crossed out in the list

4. Click the Save button to commit the removal of the bill run