How To Create A Bill For A Specific Contract

Most bills contain a bill segment for every contract linked to the account. If you want to produce a bill that contains bill segments for a subset of contracts (e.g., you want to create a one-time invoice for an account's billable charge contract), follow these steps:

• Navigate to the Bill - Main Information page:
  • If you have already selected the customer (say on Control Central), select Go To Bill + option on the account context menu. This will transfer you to this page with the respective account populated.
  • If you haven't selected the account, use the main menu to navigate to this page (Main Menu, Billing Management, Bill, +) 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.
• Select Go To Bill Segment + option on the Bill's context menu to transfer to Bill Segment - Main.
• Select the Contract ID of the contract for which you want to create a bill segment.
• Click the Generate button to generate a bill segment.
• If an error exists, 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, return to Bill - Main (using the bill context menu) and click the Freeze / Complete button.
  • If this option is set to Freeze At Will, click the Freeze button and, if everything looks clean, return to Bill - Main and click the Complete button.