Managing the billing process

The billing process
You create a bill batch in the Customer Billing application. Only one bill batch for a customer agreement is active. Work orders, tickets, and sales orders associated with all revisions of the agreement can be added to the bill batch.

Managing the list prices of recurring items, services, and tools using price books
With price books, you can manage the list prices of recurring items, services, and tools, and provide different pricing levels for different customers and situations.

Managing transactional billing using price schedules
Use price schedules in customer agreements to set up transaction-based pricing for work done on work orders and tickets.

Working with bill batches
A bill batch includes work done for all revisions of a customer agreement in the billing period. You can have bill batches for transactional charges based on work completed, and you can have bill batches for recurring monthly charges.

Managing recurring billing using automated billing schedules
You use billing schedules in customer agreements to set up automated monthly billing for recurring costs.

Reviewing customer bills
Customers use the Bill Review application to review transactions on bills.