Setting Up Bill Route Types

Bill route types define the method used to route bills to accounts. To define a bill route type, open Admin > Billing > Bill Route Type.

Description of Page

Enter a unique Bill Route Type and Description for every bill route type.

Bill Routing Method controls the type of information that may be defined when the respective Bill Route Type is selected on Account - Person Information. The following options are available:

• Postal: Use this method if the routing is via the postal service.
• Fax: Use this method if the routing is via fax.
• Email: Use this method if the routing is via email.

The next two fields control how bills that are routed using this method are printed (both in batch and online).

• Use Batch Control to define the background process that performs the actual download of the billing information. Refer to Technical Implementation of Printing Bills In Batch for more information about these processes.
• Use Extract Algorithm to define the algorithm that constructs the records that contain the information that appears on a printed bill. Refer to Printing Bills for more information.