How To Create a Bill with no Bill Segments
You may wish to generate a bill that contains no bill segments. For example, perhaps your customer is billed quarterly but pays monthly. During the months where no charges are calculated, you may choose to send a "bill" that does not show new charges, but includes the payments received. To produce a bill with no bill segments, follow these steps:
• 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
save button to create a bill without bill segments for the account.
• At this point either the
Complete or
Freeze / Complete button (based on the value of Bill Segment Freeze Option on
installation options) becomes enabled. Click the applicable button for your installation to complete the bill. At this point, all the steps described for completing a bill in Bill Lifecycle are performed, including sweeping onto the bill any payments received since the last bill was generated.
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