What does this section cover?

What is

Prepaid Billing Run ?

In CRM.COM Software the way to bill the customers in a batch mode is done via Billing Runs referred to as Normal Billing Runs or Prepaid Billing Runs.

Normal Prepaid billing run is a billing mechanism which is used in cases where customers pay in advance and then they can start using the services that were they subscribed to or delivered to them, and by the end of their billing frequency period they are charged for those services. Normal deducting the used amount from the paid amount, using the wallets module.

Prepaid billing run is usually performed on a monthly a daily basis and  and is responsible to identify the billable services, rate them, invoice them per subscription or job, assemble each customer’s bill which includes all of those invoices and post them. Normal customers receive a bill which covers all the invoices related with their subscriptions or jobs, which is then sent to them in order to make their due payments. Normal billing run process is performed in various steps, as described in Understanding Normal Billing Run Execution. :

• Identify the service usage 
• Rate the used services
• Debit the related wallets based on that usage

Optionally the prepaid billing run can:

• Stop subscription services which are left with no wallet credit
• Start services which were stopped and are now having enough wallet credit
• Estimate the date that the wallet amount will be consumed by the subscription services, based on their existing usage and billing term schemes. 

No bills or financial transactions are generated by the prepaid billing run and unlike Normal Billing Runs, Prepaid billing run is only applicable on Subscriptions.Visit Interpreting Prepaid Billing Run Execution Steps for a complete description of all the available processes within Prepaid Billing Runs.

In order for the Billing Run to be created  then , a  Normal  Prepaid Billing Run Definition needs to be set up in the system. Once the definition is set up, once a new Normal Prepaid Billing Run is created certain values will either be set by default as provided by the Normal Billing Run Definition or will be validated against it.can be created and executed.

Anchor
create create

Creating a Prepaid Billing Run 

Creating, Editing & Deleting Validations & Restrictions

Prepaid Billing Run  attributes 

Configuring a Prepaid Billing Run  tailored to your company's needs

1. Navigate to BILLING > BILLING > PERFORM NORMAL PREPAID BILLING RUNS
   
2. Either search for an existing one or from the Top Menu click on NEW
   Image RemovedImage Added

3. MAIN INFORMATION

   1. Bill as of date: Click on the calendar and select a date

   2. Life Cycle State: This is read only and will be automatically set by the system

   3. Scheduled Date: This is read only and will be automatically set by the system 

   4. Enable Stop Service Step by Default: Check the box if you would like to enable. (Related configuration can be found at Configuring Prepaid Billing Run Definitions
   5. Enable Start Service Step by Default:  Check the box if you would like to enable and configure accordingly in Configuring Prepaid Billing Run Definitions

   6. Enable Wallet Consumption Estimation Step: Select an option from the drop down list. 

      Info
      Skip estimation of wallets for faster execution

4. CRITERIA

   1. Billing Term Schemes
      1. Click on ADD and use the search modal to select the Billing term schemes to be included
         OR
      2. Click on ADD ALL BILLING TERM SCHEMES 
      Billing Frequencies
      1. Click on ADD and select from the drop down list the Billing Frequencies to be includedOR
      2. Click on ADD ALL BILLING FREQUENCIES
   2. Classifications
      1. Click on ADD and use the search modal to select the account Classifications to be included
         OR
      2. Click on ADD ALL CLASSIFICATIONS
   3. Payment Preferences
      1. Click on ADD and use the search modal to select the Payment Preferences to be included
         OR
      2. Click on ADD ALL PAYMENT PREFERENCES 
   4. Presentment Preferences
      1. Click on ADD and use the search modal to select the Presentment Preferences to be included
         OR
      2. Click on ADD ALL PRESENTMENT PREFERENCES 

5. FILTERS

   1. Groups
      1. Click on ADD and use the search modal to select the groups whose subscriptions should be included (Owned by Group)
   2. Accounts receivable
      1. Click on ADD and use the search modal to select the groups whose subscriptions should be included 
   3. Subscriptions
      1. Click on ADD and use the search modal to select the subscriptions that should be included
      Jobs
      1. Click on ADD and use the search modal to select the jobs that should be included

6. SCHEDULING SETTINGS 

   1. Recurring: Check the box if the Billing Run should be recurring
   2. Recurrence Settings: The default values as defined in the Billing Run Definition are loaded. 
      1. Provide a different number and select UOT 

   FINANCIAL TRANSACTION SETTINGS

   1. Financial Transaction Posting Date: Click on the calendar and select a date
   2. Invoice Due Date Proximity: Select between  + / - and provide an integer value for the proximity date

7. From the Top Menu click on SAVE

8. LOG INFORMATION

   Include Page
   WIP:Log Information - Global WIP:Log Information - Global

Executing a

Prepaid Billing Run

Once a Billing Run is created it will then need to be executed in order to actually bill the subscribers.Users will have the option to execute a Billing Run up to any of the 4 stages that are available. Visit /wiki/spaces/V4Manual/pages/9833562 for a detailed description of all the Billing Run stages available.

If the Billing Run is not in the final State, i.e. Formatting, then the the user will be allowed to continue with the execution of the Billing  to any of the follow up steps. 

1. Navigate to BILLING > BILLING > PERFORM NORMAL PREPAID BILLING RUNS
   
2. Search for the Billing Run you would like to execute and click on the number to go to the data entry page
   Image Removed
   Up to Rating State
3. From the Actions Menu click on Actions > Execute Up to Identification & Rating
4. In the Execute Normal Billing Run Modal 
   1. Execute Now: Check the box to execute the Billing Run directly
   2. Scheduled Date: Click on the calendar to select a date and time to start the execution. Click DONE when completed
   3. Click SAVE

   Up to Invoicing

5. From the Actions Menu click on Actions > Execute Up to Invoicing
6. In the Execute Normal
   Image Added 
7. In the Execute Prepaid Billing Run Modal 
   1. Execute Now: Check the box to execute the Billing Run directly
   2. Scheduled Date: Click on the calendar to select a date and time to start the execution. Click DONE when completed
   3. Click SAVE 

   Up to Assembling & Posting

8. From the Actions Menu click on Actions > Execute Up to Assembling & Posting
9. In the Execute Normal Billing Run Modal 
   1. Execute Now: Check the box to execute the Billing Run directly
   2. Scheduled Date: Click on the calendar to select a date and time to start the execution. Click DONE when completed
   3. Click SAVE

   Up to Formatting

10. From the Actions Menu click on Actions > Execute Up to Formatting
In the Execute Normal Billing Run Modal 
1. Execute Now: Check the box to execute the Billing Run directly
2. Scheduled Date: Click on the calendar to select a date and time to start the execution. Click DONE when completed
3. Click SAVE

Reading Prepaid Billing Run  Results

1. Navigate to BILLING > BILLING > PERFORM NORMAL PREPAID BILLING RUNS
   
2. Search for an existing Billing Run and click on the number to go to the Data entry page

3. RESULTS

   1. Number of Generated BillsWallet Transactions: Provides the total number of bills generatedwallet transactions generated from the current execution of the billing run
   2. Start Date: Provides the Start Date of the Billing Run
   3. End Date: Provides the End Date of the Billing Run
   4. Results per Step: Provides all the steps taken for the specific Billing Run and gives analytically the Financial Transactions created and the entities included
      Image Added
      Image Removed 

4. EXCEPTIONS

   1. Accounts Receivable: Provides the accounts which were not billed due to some error
   2. Code: The code of the error that caused failure in billing the account