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:
• If you have already selected the customer (say on Control Central), select > 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 ( > > > ) and then select the
Account ID using the adjacent
search button.
• Click the
Generate button to create a new bill.
• 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.
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