Use Default Billing Settings

By default, all Bill to Parties use the default settings defined in the General Settings - Billing page.  The current settings are displayed here, and any changes to the default settings will be applied to this party.

If this option is unchecked, the settings can be customized for this party alone.  These settings will not be affected by changes to the default settings.

Billing Frequency

Select how often the billing process will run, producing invoices.

Run Billing On

Depending on the Billing Frequency setting, it may be necessary to select the day of the month when the billing process will run.

•    Day of Month

This selection will enable the Day of Month field where a specific day can be entered.

•    Last Day of Month

This selection causes billing to run on the last day of each month.

Day of Month

This field is not available when Billing Frequency is set to Weekly or Daily, or when Run Billing On is set to Last Day of Month.  Enter a number from 1 to 30 for the day of the month on which to run billing.  To run billing on the 31^st, select Last Day of Month instead.  If a certain month ends before the chosen day, billing will run on the last day of that month.

Day of Week

This field is available when Billing Frequency is set to Weekly.  Select a day of the week on which to run billing.

Invoice Due

Enter the numbers of days from the invoice issue date before the payment is due.  For manually generated invoices, the issue date is selected by the user.  For automatically generated invoices, the invoice issue date is set to either the charge date of the earliest charge included in the invoice, or the date the invoice is generated if the earliest charge date has already passed.

Communication Preference

Select the preferred method of communicating with the Bill to Party.

If Email is selected, the party will be eligible for automatic invoice emails, if the invoices and emails are configured for automatic generation.

Separate Invoicing by Transaction

When invoices are generated, the charges are separated by bill to party and currency.

If this option is checked (the default setting), the charges are further separated by transaction.  This produces individual invoices for each combination of bill to party, currency, and transaction.

If this option is unchecked, multiple transactions for the same bill to party and currency will be combined.  This produces individual invoices for each combination of bill to party and currency.