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Bills are generated by the system, through the normal billing run, or by billing individual accounts, subscriptions and jobs from the entity's Data Entry page. Bills cannot be created manually.
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Bill fields
The table describes the sections of the Bills Data Entry page and explains how the fields in the page are used.
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Scenario 1 Company ZX sends new bills by email to customers that have requested their bills in electronic rather than printed form.
Solution Normal Billing must have already been executed. - Set up a Communication Template using Bill Communication Tags, supplying the information to be conveyed.
- Create a new bill sending run definition.
- Specify Input Settings
Communication settings:
- Template
- Media: email
- Specify Criteria for bill retrieval
- Presentment Preferences: email
(To retrieve customers with email preference) - Bills
Select the latest Billing Run
- Specify Scheduling Settings
Schedule the definition to run repeatedly, the day following the execution of the Normal Billing Run.
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- If you are using a previous release, view CRM.COM Release ChangesChanges.
- Use the Bills WEB API to create and manage Bills from an external system, such as a customer portal. View the Bills WEB API for a complete list of actions available through the WEB API.
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