Overview
Updated 09/21/2021
Sometimes you may have a Customer that wants to be invoiced other than the traditional weekly process.
Click here for more information on Customer Invoices.
Setup
Billing Period
Billing Cycle
Payment Terms
Max Invoice Amount
Examples
Troubleshoot
Setup
- Go to the Customer Record
- Click on Back Office Setup Submenu
- Click Billing Setup
- The Billing and Scheduling section has the setup options
- Use the TAB key, to go to another field and save your changes
- Choose the appropriate options for Billing Period and Billing Cycle
Billing Period
-
- BiWeekly
- Daily
- Hourly
- Monthly
- SemiMonthly
- Weekly
- Yearly
Billing Cycle
These options will change based on the Billing Period selected
-
-
- BiWeekly
- Select the first or second week, that you want to Bill/Invoice for
- 1
- 2
- Select the first or second week, that you want to Bill/Invoice for
- Daily
- 1
- 2
- 3
- 4
- Last Week
- Adds transactions to the Accounting Period that contains the last day of the month.
- Hourly
- 1
- 2
- 3
- 4
- Last Week
- Monthly
- Select the number of the Week, in that month, that you want to Bill/Invoice for
- 1
- 2
- 3
- 4
- Last Week
- Adds transactions to the Accounting Period that contains the last day of the month.
- Select the number of the Week, in that month, that you want to Bill/Invoice for
- SemiMonthly
- N/A
- Weekly
- N/A
- Yearly
- N/A
- BiWeekly
-
Payment Terms
- Select the terms of payment to apply to this customer.
Click here for more information about setting up Payment Terms.
Max Invoice Amount
- Marks where an invoice should be divided, when the limit is reached
- No invoice will be larger than this amount.
- It will not divide transactions but will move them to a new invoice (if the invoice grows too large).
- Invoices will be divided by the max amount only after being divided by other selections.
Examples
Using August 2021 for reference.
Invoicing done in an off-cycle week (where it shows 'Payroll' below), won't change the Invoicing process. Invoices would be pushed to the next week and will be billed together.
Example: Bill Cycle = 2
Week 1, invoices are pushed to Week 2
Week 2, invoices for Week 1 and Week 2 are created
Troubleshoot
If it had been changed from Weekly to BiWeekly, you would need to finish the current billing cycle before it would re-calculate to issuing out BiWeekly invoices.
Another issue could be if one department was changed to BiWeekly, but the other(s) haven't been.
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