R9 - Creating Bills

Owned by Persia Xenopoulou (Deactivated)
Feb 25, 2016
3 min read

What does this section cover?

Navigating to Bills

BILLING APPLICATION > BILLING > MANAGE BILLS

Explaining Bills Fields

Name

Description

NumberAuto-generated bill number which uniquely identifies the bill
Accounts ReceivableThe accounts receivable for which the bill was generated
Billing Run NumberThe 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 stateThe bill lifecycle state. Available options are: 0 = Posted, 1 = Presented, 2 = Presented + Confirmed, 3 = Presented + Rejected
From dateThe date from which the accounts receivable is billed for
To dateThe date until which the accounts receivable is billed for

Previous bill unpaid amount

AVAILABLE UP TO CRM.COM R8.0.0 - DEPRECATED FOR CRM.COM R9.0.0

The total due amount from previous bills

Balance brought forward

AVAILABLE FROM CRM.COM R9.0.0

The field replaces "Previous bill unpaid amount" available in CRM.COM R8

The account outstanding amount as of date that the bill is created. This amount excludes the bill amount.
Amount Credited Between BillsThe total credit amount posted between bills
Amount Debited Between BillsThe total debit amount posted between bills
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
Type

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 paidThe total amount to be paid
Outstanding AmountThe 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 AmountThe 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 dateThe due date of bill. The field is calculated dynamically. The maximum due date of related invoices.
Number of credit notesThe number of credit notes related with bill. The field is calculated dynamically.
Number of invoicesThe number of invoices related with bill. The field is calculated dynamically.
Total Billed AmountThe total billed amount
Total Credited AmountThe sum of credit note amount related with bill. The field is calculated dynamically.
Total Debited AmountThe sum of invoice amount related with bill. The field is calculated dynamically.

Explaining Bills Items Fields

Name

Description

BillThe bill on which the bill item is included
Credit NoteThe credit note transaction that was generated by a billing run and is included in the bill to be sent to the customer.
InvoiceThe invoice generated by a billing run that will be sent to the customer
SubscriptionThe subscription which is related with the bill item

Job

The job which is related with the bill item
Is rounding adjustmentMarks 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

ActionValidationsRestrictions
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 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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