Summary
<<briefly describe the configuration process outlined in this guide>>
<<for In this example we will bill a single account and generate an invoice on the account when billing completes.
For additional details on the fields presented on this the Account Packages screen see the the [[ Account Packages Screen screen help link]] guide>>.
Prerequisites
<<configuration that must be done prior to following this process. E.g. ‘Services need to be configured’>>
Process
step 1 to configure this entity
step 2
…
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>>
...
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 Example guide for instructions on adding a package to an account
Process
Log into the LogiSense Billing application
In the search box at the top of the page, leave the Search Filter set to Account and then enter the name of the account you wish to bill. Select the account from the list and then click the arrow button to go load the account's Overview page
Under the Account menu, click on the Profile menu option
On the Account Package screen add an account-package if one doesn’t already exist. Make note of the Next Bill Date and then click the
button to bill the account
On the pop-up that appears configure the billing options:
Set the Billing Period Start and Billing Period End dates to includes the account-package’s Next Bill Date (otherwise the account-package will not be billed)
Enable the Bill Charges option (billing will result in an invoice being generated, although not sent unless you also enable the ‘Deliver Invoice’ option)
Specify the Posting Date for this billing activity
Click the Bill Now button
A pop up notice should appear shortly stating that the bill run has been completed
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:
Check the Next Bill Date on the package billed. It should be incremented to its next billing date (a month forward in this case for a monthly package)
Check to see if an invoice was created on the account by loading the Billing screen
The first screen you’ll see is the Invoices screen where the newly created invoice should be displayed
Selecting the invoice and clicking on the Transactions tab will give you a break down of charges applied related to the account-package billed. In the image below the one time activation charge ($75.00) and recurring service charge ($50.00) from the Test Package have been properly applied
