Summary
In this example we will bill the sub-account we created in Child Account Creation Example using the package we added in Account Package Configuration Example. Since we set the sub-account to invoice to the parent account we should see a new invoice generated under the parent account when the billing is complete.
For additional details on the fields presented on this screen see the Billing the Account guide.
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
Log into your Logisense Billing application
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.
Click on the “Profile” menu option
On the “Account Package” screen make note of the “Next Bill Date” and then click the “$” button
On the pop-up that appears specify the Bill Run configuration to use to bill this account. Select the “Schedule Now” option and then click the “Run” button. One thing to note here is that if your “Next Bill 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.
You will see a pop up notice saying the bill run is scheduled to run in the top right of the page
When billing is complete you’ll notice the “Next Bill Date” on the package move to the next month
To view the invoice created, go to the parent account by clicking the account name in the breadcrumb
Then click the “Billing” menu
The first screen you’ll see is the “Invoices” screen where you will see your newly created invoice. Click on it to bring up the list of transactions that were attached to the invoice from your 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>>
<<documentation team task: link to Data Import guide which covers the same config process>>