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In this example we will bill the sub-account we created in a child account (see the Child Account Creation Example guide) using the package we that was added in the Account Package Configuration Example guide. Since we set the sub-child account to invoice to the parent account we should see a new invoice generated under the parent account when the billing is complete.
If you did not create a child account you can simply bill any parent account with an active account-package on it.
For additional details on the fields presented on this the Account Packages screen see the Account Packages screen help.
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In order to bill the account you need to have at least one package in an active status added to the account. See the Account Package Configuration Example.You must have guide for instructions on adding a package to an account
A bill run must be configured and set to bill packages and generate an invoice. See the Bill Run Configuration Example article for an example of how to setup a bill run configured
Process
Log into the LogiSense Billing application
In the search area box at the top of the page, set the “Search Filter” Search Filter to “Account” Account and then enter the name of the sub-child account we created in Child Account Creation Example or another account you wish to bill. Select it the account from the list and then click the arrow button to go to the accounts overview load the account's Overview page
Click on the Profile menu option
On the Account Package screen make note of the Next Bill Date and then click the
button to bill the account
On the pop-up that appears specify the Bill Run configuration to use to bill this account . Select and then select the Schedule Now option and then click the Run button. One thing to note here is that if your
Note: the ‘Next Bill Date’ on your package (see screenshot above) doesn’t needs to fall within the “Billing Billing Period Start” Start and “Billing Billing Period End” End dates on the “Bill Account” pop-screen the Bill Account modal shown in the image above. If the dates don’t cover the package’s next bill date then you will have to modify those dates in the bill run configuration to fit under the setup menu so that it encompasses the next bill day of your the package.
Click the Run button
You will see a pop up notice saying the bill run is scheduled to run in the top right of the page
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Check the Next Bill Date on the package billed. They should be updated to their next billing date (a month forward in this case for a monthly package)
Check to see if an invoice was created by loading the account configured to be invoiced (the parent account in this example). This can be done by clicking on the account name in the breadcrumb
Next click the Billing menu
The first screen you’ll see is the Invoices screen where the newly created invoice should be displayed. Click on the invoice to bring up the list of transactions that were attached to it from the bill run
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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At this stage you can review invoice details, download it as a pdf and other actions. See the Account Invoice Management Example for details