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 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.
- 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.