Page Comparison

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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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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  button. On the pop-up that appears specify when the bill run should execute and how frequently (daily, weekly, monthly, etc.)

   • To schedule a one time bill run click the  button. On the pop-up that appears specify the:

     • Bill Period Start: this value determines the start of the billing period range. The billing period range is defined by the Bill Period Start date and the Bill Period End date. When the bill run executes account-packages will be billed when the package’s 'Next Bill Date' falls within the billing period range and the option 'Bill Package' is enabled on the bill run. Note: back billing of old unbilled usage charges related to the account-packages selected for billing will occur regardless of the Bill Period Start date, this setting is not used to limit how far back usage charges should be billed. This Bill Period Start date setting does not control when the bill run executes, bill run execution is determined based on the bill run schedule which is configured on the Schedule tab

     • Bill Period End: this value determines the end of the billing period range. See the Bill Period Start notes above for more information

     • Posting Date: the posting date for all transactions generated by the bill run

     • Schedule Now/Schedule Date/Time: when the bill run should start

   • To pause a scheduled bill run click the  button next to a scheduled bill run

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

   • To edit an existing schedule in the list, click the  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  button to the right of the schedule. The  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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