How To Create A Bill For All Service Agreements Linked To An Account
99.9% of all bills are created by the batch bill process and require no human intervention before they are finalized and sent to a customer. The other 0.1% are created by users on-line / real time. This section explains how to create the 0.1%.
The following points describe how to use this page to create a new bill:
• Navigate to the Bill - Main Information page:
• If you have already selected the customer (say on Control Central), select Go To Bill > Add option on the account context menu. context menu. This will transfer you to this page with the respective account populated.
• If you haven't selected the account, use Menu to navigate to this page (Menu > Financial > Bill > Add) and then select the Account ID using the adjacent search button.
• Click the Generate button to create a new bill.
• You will see a summary of the bill segments in the lower right portion of the page. If there are errors, refer to How To Correct A Bill Segment That's In Error. If there are no errors, the Bill Segment Freeze Option on the installation option controls the next step:
• If this option is set to Freeze At Bill Completion, click the Freeze / Complete button.
• If this option is set to Freeze At Will, click the Freeze button and, if everything looks clean, click the Complete button.