Page Comparison

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1. Log into the LogiSense Billing application

2. Click on the Setup menu, Finance and then Billing

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3. Under the Bill Runs heading click the  button to add a Bill Run

   

4. Under the Add Bill Run heading give the bill run a Name (e.g. 'Test BR'). In the example shown below the bill run has been set to to bill packages and generate an invoice on the billed accounts. Packages on accounts will only be billed in this example if their package ‘Next Bill Date’ falls between Sept 1st and Oct 1st (the Bill Period Start and Bill Period End dates shown in the image below)

   

5. To specify the accounts that the the bill run should bill it needs to be associated with one or more bill groups. In this example a bill group called ‘Test BG’ has been added to the bill run (shown in the image below)

   

6. Click Save to create the bill run

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1. Ensure you have setup a bill group under the Setup / Finance / Billing / Bill Group screen. The image below shows a bill group called ‘Test BG’ which has two accounts under it

   

2. Navigate to the bill runs screen and ensure you have a bill run setup (e.g. use the ‘Test BR’ created in the previous example)

3. Select the bill run and under the Edit Bill Run panel on the right click on the Schedule tab

4. To schedule a one time bill run click the icon next to Schedule tab

5. On the modal that appears specify when the bill run should occur (e.g. ‘Schedule Now’)

   

6. Click Add and then Save to add the one-time scheduled bill run

7. The bill run will now be listed on the Scheduled tab

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Result

Setup / Finance / Billing / Bill Runs

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