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Summary

Bill runs perform billing, invoicing and payment collection actions as well as execution of contract and accounts receivable terms (dunning rules). Bill runs can be triggered in either a manual 'one-off' fashion or using an automated recurring approach. The accounts that a bill run touches are determined by the bill groups that the accounts are under. Bill runs are associated with bill groups in order to bill accounts.

Bill runs can be set to run daily, however, executing a bill run does not mean billing, invoicing or other enabled bill run options will occur for every account that the bill run is evaluating. Bill runs check bill dates and other dates on accounts to determine if billing, invoicing and other bill run actions should occur. For instance, bill runs configured to bill packages will evaluate the 'next bill date' value on account-packages and only if bill dates have been reached will packages be billed.

Prerequisites

Currency exchange rates must be configured before bill runs can be setup
In order to specify which accounts bill runs apply to bill groups need to be setup

Process

1. Log into your Logisense Billing application

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Deleting Bill Runs
- Note: you cannot delete a bill run if it is in use in the system. If you need to delete a bill run that is in use you will first need to remove any bill groups that have been added to the bill run. See the removing bill groups from bill runs section below for instructions.
- Under the Bill Runs heading on the left select the bill run you wish to delete. As shown in Fig-4, Bill Run “April2020” is selected to be deleted.
- Under the Bill Runs heading on the left click the delete icon.
  Fig-4
- On the confirmation dialog that appears select Yes. Bill Run “April2020” will be deleted.
Adding Bill Groups to Bill Runs
- Under the Bill Runs heading on the left click the bill run you wish to edit
- Under the Edit Bill Run heading on the right click on the Bill Group tab
- On the Bill Group tab click inside the text field labeled Bill Group(s) To Add.
- In the list that appears check off the bill groups you wish to add to the bill run. As shown in Fig-5, BILL GROUP 1 is selected from the drop down which will be added to the Bill Run “April2020”
  Fig-5
- Click the + Add button to the right
- Click Save to commit the bill run changes. BILL GROUP 1 will be added to the Bill Run “April2020”.
  Fig-6
Removing Bill Groups from Bill Runs
- Under the Bill Runs heading on the left click the bill run you wish to edit
- Under the Edit Bill Run heading on the right click on the Bill Group tab
- On the Bill Group tab locate the bill group you wish to remove and click the “-” button to the right. As shown in Fig-7, BILL GROUP 1 is selected to be deleted.
  Fig-7
- The “X” button will appear, click this button to confirm that you wish to remove the bill group.
- The bill group you selected to delete will appear crossed out in the list as shown in Fig-8, repeat the two steps above if you need to mark additional bill groups for deletion.
  Fig-8
- Once the bill groups are marked for deletion click the Save button to commit the changes (i.e. disconnect the bill group(s) from the bill run). BILL GROUP 1 will be deleted from Bill Run “April2020”.
Scheduling Bill Runs
- Under the Bill Runs heading on the left click the bill run you wish to schedule
- Under the Edit Bill Run heading on the right click on the Schedule tab.
- 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 fire. As shown in Fig-9 and Fig-10, when the schedule is added, the bill run will execute 1st of every monthly at 8 pm.
    Fig-9
    Fig-10
  - To schedule a one time bill run click the
    button. On the pop-up that appears specify when the bill run should fire. Click save.
  - 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 “X” 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.