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:
- Navigate to the Bill - Main Information page:
- 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.