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Find out how to create a new Bills

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Navigating to Bills

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BILLING APPLICATION > BILLING > MANAGE BILLS

Explaining Bills Fields

The credit amount

Name	Description
Number	Auto-generated bill number which uniquely identifies the bill
Accounts receivableReceivable	The accounts receivable for which the bill was generated
Normal billing runBilling Run Number	The normal billing run that generated the bill (if generated by a normal billing run)
Classification	Set based the exceptional bills thresholds, defined in normal billing run definitions, having the following predefined options: Normal Max Credit Amount Reached Max Credit Limit Amount Reached
Life cycle state	The bill lifecycle state. Available options are: 0 = Posted, 1 = Presented, 2 = Presented + Confirmed, 3 = Presented + Rejected
From date	The date from which the accounts receivable is billed for
To date	The date until which the accounts receivable is billed for
Previous bill total due unpaid amount	The total due amount from previous bills
Total credit amount posted between billsAmount Credited Between Bills	The total credit amount posted between bills
Total debit amount posted between billsAmount Debited Between Bills	The total debit amount posted between bills
Total billed amount	The total billed amount
Total amount to be paid	The total amount to be paid
Bill status	Status	The status of the bill in terms of it is settled or not. The field is calculated dynamically. The supported values are the following: Settled Unsettled Partially Settled
Bill typeType	The type of billing run that generated the bill. The field is calculated dynamically. The supported values are the following: Normal
Total amount to be paid	The total amount to be paid
Outstanding Amount	The total outstanding amount of bill, as of a specific date, which is the aggregated amount of posted debits which are not paid and are past their due date. This information is calculated dynamically
Unsettled Amount	The total unsettled amount of bill, which is the aggregated amount of posted debits which are not paid regardless of their due date. This information is calculated dynamically
Due date	The due date of bill. The field is calculated dynamically. The maximum due date of related invoices.
Number of credit notes	The number of credit notes related with bill. The field is calculated dynamically.
Number of invoices	The number of invoices related with bill. The field is calculated dynamically.
Total	Billed Amount	The total billed amount
Total Credited Amount	The sum of credit note amount related with bill. The field is calculated dynamically.
Total debit amountDebited Amount	The sum of invoice amount related with bill. The field is calculated dynamically.

Explaining Bills Items Fields

Name	Description
Bill	The bill on which the bill item is included
Credit Note	The credit note transaction that was generated by a billing run and is included in the bill to be sent to the customer.
Invoice	The invoice generated by a billing run that will be sent to the customer
Subscription	The subscription which is related with the bill item
Job	The job which is related with the bill item
Is rounding adjustment	Marks the related financial transaction as a rounding transaction generated by billing run

Creating & Saving, Validations & Restrictions

Bills cannot be manually created. They are automatically generated from one of the billing processes available. The system will take care of any validations or restrictions such as that Bill Items can either have one Credit Note or One Invoice, and that in order to create a bill at least one Rated Billing Item needs to exist

Action	Validations	Restrictions
Create	Not Applicable	At least one Bill Item needs to exist in order to create a Bill Configurations in Normal Billing Run definition If defined, then bills will only be created if the minimum amount threshold is satisfied

Creating a

Bills

Bill

Normal Billing Run is responsible for billing all accounts/subscriptions whenever executed in a batch mode. In addition, you have the option to individually bill an account or a subscription.
Moreover you are also given the option to preview the bill that will be created before executing the actual billing.

Read on to find how you can perform both of the actions

Previewing & Billing Individual Subscriptions

Individual Subscriptions are billed via the Subscription Action Bill Subscriber. Visit Bill Subscriber for a step by step process of how the action can be used.

Previewing & Billing Individual Accounts Receivable

Individual Accounts are billed via the action Bill account which is accessible via the Accounts Receivable detail page. Visit Billing an Account Receivable for a step by step process of how to bill the account.

Previewing & Billing Individual Jobs

Individual Jobs are billed via the action Bill Job which is accessible via the Jobs detail page. Visit Billing Jobs for a step by step process of how to bill the job.

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