Step 1: Select Customer billing profile
(only one can be selected at a time)
Step 2: Select Billing Period
Step 3 A: Preview Charges (optional)
With the billing profile & billing period selected, the user can then select to preview the charges that will be charged to the customer.
Step 3 B: Create Invoices
With the billing profile & billing period selected, the Hauler can select all or specific customers to create invoices for the period. Select accounts and select Create Invoices
Step 4: Invoice Options
4A: Change Invoice Date
The default date will always be the 1st day of the month selected for the billing period. If the Hauler prefers to have a different invoice date, they can change the date here, creating a custom invoice date for all invoices in the group of invoices they are creating.
4B: Skip $0 amount invoices
The default in the system is to create an invoice for all active customers in the selected bill profile. This will include customers who may not have any active services resulting in invoices created for those accounts with no service or amount due. If the user toggles this on, the system will skip any accounts in that bill group that do not have any active services to bill for. If the user leaves the toggle off, the system will create invoices for those customers. Why might a Hauler want to bill customers who have no active services? Past due amounts. If the account has a balance on it, even if no active services, this is a good way to create an invoice for the current period with the past due amount.
4C: Include late fees
This toggle will default toggled ON. If the Hauler has late fees set up, by having this toggle on, the invoice will include (if applicable) any matched late fees for that customer from the previous invoices. If the late fees are not set up, this toggle on will not change the creation of the invoice in any way. If the toggle is off, even if late fees are set up, they will not populate on the invoice.
After selecting the options from the pop up, the user will select Confirm. The screen will pop up a confirmation dialog of how many invoices in that group will be created and the screen will automatically change to the Invoices tab.