Standard Billing Schedule Workflow

A customer purchases a monthly subscription for cycling equipment. The company creates a billing schedule for the customer. Each month the company sends the customer cycling equipment with an invoice.

Note: To access the forms, ensure that you have selected Sales Order Processor as the role in your settings.

Creating a Billing Schedule

To create a standard billing schedule, follow these steps: 

  1. Open the Billing Schedule List (Advanced Recurring Contract Billing (ARCB)> Billing Schedule List).
  2. Click New, which opens the Billing Schedule Card.
  3. In the Schedule section do the following: 
    1. Select a Billing Schedule Group.
    2. Click in the Billing Schedule Number, and then press Tab.
      If you use automatic numbering, the number is updated with the next number.
    3. Type a Description for the billing schedule.
    4. Select the Customer No.
    5. Specify the Billing Start Date and the Frequency.
    6. Specify the Number of Periods.
      The Billing End Date is updated based on the number of periods specified.
    7. Specify the Interval.
  4. In the Schedule Lines, for each line you want to add, do the following: 
    1. Select the Item No.
    2. Change any of the values for the line as needed.
  5. Save and close the page.

Back to top ▲

Creating and Posting an Invoice for a Billing Schedule

After you create the standard billing schedule, follow these steps to create and post an invoice for the billing schedule: 

  1. From the Billing Schedule Card, on the Actions tab, click Create Invoice.
    An alternate way to access the invoice creator is as follows: Advanced Recurring Contract Billing (ARCB) > Billing Schedule Invoice Creator.
  2. In the list, select the line for which you want to create an invoice.
  3. Click the Actions tab, and then click Post Invoice(s) to create an invoice and post it.
  4. To simply create an invoice, click Create Invoice(s). Posting the invoice would be a separate step.

  5. In the Log dialog, click Preview.
  6. Review the log, and then close it.

Back to top ▲



Binary Stream Customer Portal Copyright © 2019 Binary Stream Software Inc.