The Recurring Billing Management interface allows a user to create a billing run for storage records based on branch, by a particular storage type, and for a selected date range.
Figure 10: Recurring Billing Management interface
All prior billing runs will be listed within the full featured Data Grids within the Recurring Billing Management interface from which a user can filter and group by the presented data. Data listed in the grid includes the following:
• Date the billing was generated on
• Number of invoices produced during the particular run
• Storage Type selected for the run
• Branch identification for the billing
• Starting and ending billing dates of the run
To view the individual invoices for a run, select a run from the data grid and press View Invoices. A Report Viewer window will appear displaying the invoices.
Access to the Recurring Billing Generation window is available when the user presses the Generate button. From this screen, a user can select appropriate Journal and Document reporting dates, make a Branch and Billing Type selection, fill in the desired ending date for the billing, and produce the billing run by pressing the Generate button.
Figure 11: Recurring Billing Generation interface.
Generating a Billing Run