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To set up general billing options

  1. From Billing, select Set up module > General options to open the Set up general options window opens.
  2. Click Edit.
  3. Enter the Standard Billing Interval in months.
  4. Select a Billing Time.
  5. Select an appropriate Prorating option.

    Note: Prorating applies only when you want to bill on an annual or fixed-term basis, as opposed to an anniversary or rotating term basis. If billing is done for all products (for example, all fees and product billings) on an anniversary basis, you must enable the Do Not Prorate option.

  6. Select an Accounting Method. If Accrual is selected, additional options display in the Paid Thru Date Update section and the AR Payment Application section displays. You must make selections in these areas.
  7. (Optional) Enable the Update Complimentary Items at Payment Time option if you want to advance the Paid Thru date of complimentary products at payment time instead of at billing time.
  8. (Optional) Select the Start Date Control options to advance the Bill Begin day by one month and create a new billing term.
  9. Enable or disable the Cash Dues Over/Under Payments Create AR option.
  10. Enable or disable the Maintain Prev. Balance option.
  11. Click Save.

    Caution! If Annual is chosen as the Billing Time, be sure to open the AR/Cash Set up module window (from AR/Cash, select Set up module) and enter the calendar month (numeric) that represents either your fixed-term or fiscal year in the First Month of Fiscal Year (Number) field.

    Caution! If Special Prorating is selected, define the product codes as discussed previously and then see Defining Prorating Rules to establish the special prorating table rules.

See Also

Defining Billing General Setup Options

Set up general options window


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