Page Comparison

Bill To: the owner of the account for which the bill was generated by a billing run or for an individual subscription or job.

Accounts Receivable: the account for which the bill was generated.

Currency: the currency in which the bill amounts are displayed (selected by the customer when creating a new account).

Type: describes the billing run that created the bill

Life Cycle State reflects a bill's progress and can take the following values:

• • Posted
  • Presented
  • Presented and Confirmed
  • Presented and Rejected

The life cycle state can also be modified following actions that result from an integration with a third party (e.g., 'Printed').

Status: reflects to what extent the bill has been paid.

• • Settled: completely paid
  • Partially Settled: a portion of the amount due has been paid and the remaining amount is still outstanding
  • Unsettled: none of the amount due has been paid.

Classification: designates that bills are over their credit limit threshold or that their credit amount is too high.

• • Normal: the bill amount is neither too high nor too low
  • Max Credit Amount Reached: The bill amount is too low
  • Max Credit Limit Amount Reached: The bill amount is too high

Refer to Identifying exceptional bills for information on setting up thresholds for classifications.

Billing Run Number

Billing Run as of Date: The date on which the current billing run started including services or physical goods.

From Date: the day on which the bill period begins.

To Date:  the day on which the bill period ends.

Due Date: the date by which the bill must be settled, set on the earliest Due Date of included invoices. 

Balance Brought Forward: the account's outstanding amount on the date the bill is generated.

Total Debited Amount: the sum of included invoices.

Total Credited Amount: the sum of included credit notes. 

Total Billed Amount: Total Debited Amount - Total Credited Amount

Total Amount To Be Paid: the total owed by the customer

(Total Amount To Be Paid = Balance Brought Forward Amount + Total Billed Amount)

Outstanding Amount: the aggregated amount of posted unpaid debits (on a specific date), regardless of and are past their due date (calculated dynamically).

Unsettled Amount: the aggregated amount of posted unpaid debits regardless of their due date (calculated dynamically).

Displays payments made towards the bill or its items (provided the bill is included in the 'Payment Information' section of the 'Bills to Pay' field).