m3terDocumentation

Reviewing and Recalculating Bills for an Account

If Bills have been produced for an Account, you can:

  • Review them in the Account page and open full Bill details for a particular Bill.

  • Recalculate selected Bills.

To review and recalculate Bills for an Account:

1. Select Accounts. The Accounts page opens.

2. Select the Name text of the Account. The Account page opens with the Overview tab selected. The Latest bills panel lists the most recent Bills created for the Account. You can:

  • Select the REFERENCE text of a bill to open the Bill Management page and review full Bill details.

  • Select View all to go directly to the Bills tab and view a full list of Account Bills.

3. Alternatively, select the Bills tab. All Bills created for the Account are listed in the Bills panel:

  • Bills are listed by date order with most recent Bill at the top.

  • The following details are shown for each Bill:

    • REFERENCE

    • EXTERNAL REFERENCE

    • EXTERNAL INVOICE DATE

    • TOTAL

    • STATUS

4. If you want to check more details of a particular Bill, select its REFERENCE text. The Bill Management page for the selected Bill opens and you can review full Bill details.

Tip: Bill Management? For more on Bill details and working in Bill Management, see Running, Viewing, and Managing Bills.

5. On the Bills tab, if you want to recalculate a single Bill or collection of Bills from the list, use the checkboxes to select them and then select Recalculate selected.

Warning: Child Account Bills can't be recalculated separately! If you've opened the Bills tab for a Child Account, you can't recalculate Bills separately from the Parent Account. A Child Account Bill is only recalculated when its Parent Account Bill is recalculated.

6. If you want to run billing manually for the Account, select Run billing. The Run billing modal opens and you can create a Bill job by:

  • Invoice Date

  • Bill Frequency

  • Currency

Warning! Bill Frequency option not showing? If you have enabled Consolidate Bills for your Organization, then the Bill Frequency option when running Bills will be unavailable.

7. Select Run billing. The Bill job is sent and you can open the Running Tasks panel to review its progress:

Warning: Billing does not run for Child Accounts separately! Only when you run billing for a Parent Account will billing run for its Child Accounts.

8. If you want to delete a single Bill or collection of Bills from the list, use the checkboxes to select them and then select Delete selected.

Next: Working with Parent/Child Accounts


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