Webinar: Month-end Billing Run
Video: Billing Run (Part 1)
Video: Billing Run (Part 2)
The billing run wording has been updated and a Pop-up has been included to ensure that the user is aware of all the items that are included in the billing run.
We have updated the wording to clarify that:
– invoices dated at the end of the month will also be included in the billing run:
– that generated invoices will be emailed to the customer:
– that the debit batch will include all invoices in the specific billing range as well as the monthly recurring invoice date
We have also changed the Generate Debit Batch screen.
The batch description and from and to dates have been moved to a pop-up screen. Click on the Generate batch button to complete these details.
When generating your debit batch, invoices added to a previous debit batch will not be taken into account. You will also not be able to remove a debit batch from the system once you have passed the debit order run date.