What does this section cover?

What are Bill Sending Runs?

Bill Sending Run Definitions are used to determine the business rules that will be used in order to identify bills that should be send through Email, SMS or an external system. 

Bill Sending runs are used to log the execution of bill sending run definitions, that were performed in order to identify the bills that should be send, create a communication and a communication queue entry, and if an external system is not specified, then process those communications, by sending them through email or SMS.

Bill sending runs can be performed only within an effective bill sending run definition. When executing a Bill Sending Run Definition The bills that should be sent are identified based on the following criteria

• The related accounts receivable is active
• The related accounts receivable includes an active presentment preference having a type equal to the type specified in the presentment preferences conditions
• The bill meets the definition criteria

A new bill sending run is created each time a recurring Bill Sending Run Definitions is submitted. Whenever a run has been submitted, the bill sending run is added to the scheduler to be executed based on the specified run definition scheduling.

Creating, Editing & Deleting Validations & Restrictions

Bill Sending Run attributes 

Configuring a Bill Sending Run tailored to your company's needs

1. Navigate to BILLING APPLICATION > BILLING > PERFORM BILL SENDING RUNS
   
2. Either search for an existing one or from the Top Menu click on NEW
   
   

3. MAIN INFORMATION

   1. Provide the related information

   2. Name
   3. Alternative Code
   4. Description

4. INPUT SETTINGS

   1. Define the required values
      1. Email: Select from the drop down list
      2. Communication Template: Quick Search or use modal search to find the communication template to be used
      3. Communication Queue External System: Quick Search  or use modal search  to find the communication template to be used

5. CRITERIA

   1. Presentment Preferences:
      1. Click on ADD  and select the preferences you would like to include from the dropdown
   2. Bills:
      1. Bills Filter Method: Select from the drop down the option that will filter the bills you would like to send
      2. Billing Run Filter Method: Select from the drop down list the option that will filter from which Billing Runs the Bills will be retrieved
         1. Included Billing Runs: If you have selected a specific option then 
            1. Click on ADD and search for the desired billing Runs
                
   3. Segments
      1. For both Included and excluded segments the process is the same
      2. Click on ADD

      3. Select from the drop down list the segments that should be used as conditions

         Note
         Only BILL related segments will be loaded in the drop down lists.

         

6. SCHEDULING SETTINGS

   Include Page
   Scheduler Task - Global Scheduler Task - Global

    

7. LOG INFORMATION

   Include Page
   Log Information - Global Log Information - Global

8. From the Top Menu click on SAVE

Executing a Bill Sending Run

Modifying a Bill Sending Run

Deleting a scheduled Bill Sending Run

Changing the Life Cycle State of a Bill Sending Run Definition