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For additional details on the fields presented on this screen see the Billing the Account guidePackages screen help.

Prerequisites

• In order to bill the account you need to have at least one package in an active status added to the account. See Account Package Configuration Example.

• You must have a bill run configured

Process

1. Log into your Logisense the LogiSense Billing application

2. In the search area at the top of the page, set the “Search Filter” to “Account” and then enter the name of the sub-account we created in Child Account Creation Example. Select it from the list and then click the arrow button to go to the accounts overview page.
   

   

3. Click on the “Profile” Profile menu option
   

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4. On the “Account Package” Account Package screen make note of the “Next Next Bill Date” Date and then click the “$” button
   

   

5. On the pop-up that appears specify the Bill Run configuration to use to bill this account. Select the “Schedule Now” Schedule Now option and then click the “Run” Run button. One thing to note here is that if your “Next ‘Next Bill Date” Date’ on your package (see screenshot above) doesn’t fall within the “Billing Period Start” and “Billing Period End” dates on the “Bill Account” pop-screen you will have to modify those dates in the bill run configuration to fit the next bill day of your package.
   

   

6. You will see a pop up notice saying the bill run is scheduled to run in the top right of the page

   

7. When billing is complete you’ll notice the “Next Bill Date” on the package move to the next month
   

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8. To view the invoice created, go to the parent account by clicking

Result

After the bill run completes the options configured in the bill run should take effect (bill packages, generate an invoice, etc.). To validate this:

1. Check the Next Bill Date on the package billed. They should be updated to their next billing date (a month in this case for a monthly package)
   

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2. Check to see if an invoice was created by loading the parent account. This can be done by clicking on the account name in the breadcrumb
   

   

3. Then Next click the “Billing” Billing menu
   

   

4. The first screen you’ll see is the “Invoices” Invoices screen where you will see your the newly created invoice should be displayed. Click on it the invoice to bring up the list of transactions that were attached to it from the invoice from your bill run.
   

   

Next Steps

<<documentation team task: link to next configuration article>>

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