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. Billing records are established in Recurring Billing Setup.
When a billing run is executed all associated accounting transactions and invoices will be generated. Invoices produced by past billing runs can be viewed as well.
Figure 24: 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.
The following table lists and describes the fields available in the Recurring Billing Management data grid.
|
Duration Option |
Description |
|
Generated On |
Displays the date and time of the billing run. |
|
Invoices |
Displays a count of invoices associated to the billing run. |
|
Storage Type |
Displays the Billing Type(s) associated to the billing run. The column will display “All” if the run included all defined types. |
|
Branch ID |
Displays the Branch of service linked to the billing run. The column will display “All” if the run included all available branches. |
|
Bill Start Date |
Displays the date selected as the start of the billing run. |
|
Bill End Date |
Displays the date selected as the end of the billing 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 25: Recurring Billing Generation interface
Billing Run in Error