Recurring Billing has been designed to provide a flexible, yet comprehensive, system to enter and track billing for recurring charges associated with storage of goods. All storage billing types can be accommodated and a user can generate all accounting transactions and invoices in a single batch by any defined storage type; such as permanent, storage-in-transit, etc.
Often a move may involve temporary storage of goods, termed storage-in-transit (SIT). The SIT Information interface can be used to record this data under an order and the SIT Information is necessary for reporting and for exchanging of data between MoversSuite and a van line. In addition to storing the SIT data, billing records can be established to define a means of charging for the storage. Billing records can be used to designate a one-time charge at an agent’s or vendor’s site, or they can be established to bill for warehouse storage on an on-going basis.
In all cases, and for all order types, the Recurring Billing Setup interface will be used to define the billing records. In which any number of billing items can be defined and included in a billing record.
The Recurring Billing Management interface will allow a user to process billing for a particular storage type. When executed, the billing run will generate all accounting transactions and invoices necessary. Invoices from prior billing runs can also be viewed from within the management interface.
Several standard reports from MoversSuite provide valuable data to help monitor billed items for storage and storage related transactions can be processed using the Revenue Entry module.
Listed below is a summary of the functions related to recurring billing and storage.
Recurring Billing Setup
Establish billing records for storage items within this interface. Charges can be setup to be billed monthly, quarterly, semi-annually, annually, or calendar quarterly.
Each billing record can be itemized to breakdown charges. This is done within the Billing Items section.
Recurring Billing Management This interface can be used to produce a billing run for all or a selected billing type for either all branches or a selected branch.
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.
Revenue Entry
Process storage related transactions.
Standard Reports
Two standard reports are available to track storage billed items: Storage Billing Summary and Storage Detail. A Recurring Billing Check report is also available that reports setup discrepancies.
SIT Information
Record storage-in-transit (SIT) data about a move within this interface. Define authorization, estimated and actual dates, etc. as it relates to items being stored by an Agent, Carrier, or Vendor. This information may be required for uploading and downloading to a third-party.
Storage Requirement
Link an order record to a pre-defined van line code through this setting for purposes of uploading and downloading data to a third-party.
Recurring Billing and Storage Reports
Recurring Billing and Storage Setup
and Administration