Customer Billing application

You use the Customer Billing application to create, modify, or view bill batches for your customers. For each billing period, create a bill batch for completed or closed work for the customer and agreement.

A bill batch includes work done for all revisions of a customer agreement in the billing period. The agreement price schedules, and their revisions, are the source of pricing rules that calculate prices for the completed work. If work orders contained price quotes, the quoted prices are considered when the bill batch is created. When you create a bill batch for a customer, agreement, and billing period, completed or closed work orders, tickets, and sales orders are assembled. Review all lines.

You can then submit the bill for customer review in the Bill Review (SP) application. After the customer reviews the bill and advances the status, make final adjustments to the bill as necessary, and send the bill to your accounts payable system.

You cannot delete a bill batch, but you can change the status of the bill batch to CANCEL. The canceled bill batch is a history record. The system does not perform sales tax calculations. Fields are available in the Customer Billing application for you to use if you want to add sales tax calculations or to interface with a sales tax calculation product.

Automated billing schedules also create monthly bill batches for recurring charges that are not part of transactional work on a work order or ticket. These bill batches are separate from the bill batches with transaction charges, but you can review and approve them using the same processes.



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