AR> Maintenance> Billing Cycles

Billing Cycle Maintenance

 

Summary

 

The Billing Cycle Maintenance window is used to create and maintain billing cycles. A billing cycle is a group of customer accounts that should be billed in the same billing batch. Many of the Accounts Receivable module reports can be filtered by billing batch.

 

Related Links

 

Click here for information on Account Maintenance.

 

Step by Step

 

1     View the existing Billing Cycles. 

 

  • Open the Billing Cycle Maintenance window (AR> Maintenance> Billing Cycles).
  • The Billing Cycle Maintenance window will display all of the billing cycles that have been created in the application.
  • Select a billing cycle in the data grid and Edit Billing Cycle section to the right can be used to update the selected billing cycle.
  • Click DELETE to delete a selected billing cycle. You cannot delete billing cycles that are attached to AR accounts.
  • Click on the Create button to create a new billing cycle.

 

2     Create a Billing Cycle. 

 

  • Enter a billing cycle code in the Billing Cycle field. This code must be three numeric characters. This field will not be available for editing after the billing cycle has been saved.
  • Enter a description in the Description field. The Description can be up to 60 alphanumeric characters.
  • Click the Save button to save the billing cycle.