Setup BiWeekly or Monthly Invoicing

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.

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Setup
    Billing Period
    Billing Cycle
    Payment Terms
    Max Invoice Amount
Examples
Troubleshoot

Setup

1. Go to the Customer Record
2. Click on Back Office Setup Submenu
3. Click Billing Setup
   1. The Billing and Scheduling section has the setup options
   2. Use the TAB key, to go to another field and save your changes
4. 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
    • 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.
    • SemiMonthly
      • N/A
    • Weekly
      • N/A
    • Yearly
      • N/A

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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