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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
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)
Select the bill run and under the Edit Bill Run panel on the right click on the Schedule tab
To schedule a one time bill run click the
icon next to Schedule tabOn the modal that appears specify when the bill run should occur (e.g. ‘Schedule Now’)
Click Add and then Save to add the one-time scheduled bill run
The bill run will now be listed on the Scheduled tab
Result
Setup / Finance / Billing / Bill Runs
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To see the the invoice that is generated along with the with package (subscription) charges load an account under the bill group that the bill run billed and access the Invoices screen
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Next Steps
<<documentation team task: link to next configuration article>>
Related Guides
<<documentation team task: link to API guide which covers the same config process>>
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Optional: If you utilize General Ledger codes you can configure these now. See the General Ledger (GL) Code Configuration Example article for a configuration example
You have now configured the system to the point where the products you wish to sell can be setup. The first step is to setup service types which are used when configuring services. See the Service Type Configuration Example for an example of how to setup service types