Managing Billing Document Configurations

Once a document template has been uploaded, the template can be used in one or more configurations that define the availability of the document throughout the Billing system.

See the Managing Document Templates section for instructions on adding templates to the system.

Creating a new Billing Document Configuration

1. In the main menu, select Billing, Configuration, then Billing Documents. A list of all available configurations is displayed.

Some columns have been hidden.

Tip: By default, only Active configurations are displayed. Clear the filter in the Status column to view all configurations.

2. Click Add. The Billing Document Management window opens.

3. Complete the necessary information. Fields marked with a red asterisk * are required.

Name	Enter the name of the document configuration as it will appear in the documents lists.
Code	Enter a unique code for the configuration.
Document Template	Select a template to be used when generating the document. See the Managing Document Templates section for instructions on adding templates to the system.
Description	A description can be entered to provide information about the document. This description is only visible here in the configuration.
Effective Period	When attaching time-sensitive documents, a date range can be provided. This document will only be available during the defined period. Enter the dates or select them from the calendar lookups .
Generation Event	Select the system event that will generate the document.
• Invoice Generation	Generates the document when an invoice is generated, either manually or automatically. If automatic invoice emails are configured, the generated invoices will be attached to the emails.
• Statement Generation	Generates the document when a statement is automatically generated.
Invoice Document Content	This field is available when Invoice Generation is selected for the Generation Event. This setting is used to restrict the current configuration to specific types of invoices. If nothing is selected, all options will apply and the document will always generate if the other conditions are met.
• All	This document will only generate for invoices set to include mixed charges. Mixed charges occur for invoices where the Separate Invoicing by Transaction option is not selected. These invoices are considered to be mixed even if circumstances result in only one type of charge.
• Billing	This document will only generate for invoices where the Separate Invoicing by Transaction option is selected and all included charges originate from the Billing module.
• Claim	This document will only generate for invoices where the Separate Invoicing by Transaction option is selected and all included charges originate from the Claims module.
• Policy	This document will only generate for invoices where the Separate Invoicing by Transaction option is selected and all included charges originate from the core Bridge system.
Party Type	This field is available when Statement Generation is selected for the Generation Event. This setting is used to restrict the current configuration to statements for a specific party type. If nothing is selected, the document will apply for all party types.
Security Roles	Select the user security roles for which the document should be available. Once a document has been generated, a copy is stored in the system. The selected security roles also determine if the user can view the stored documents. Documents configured for automatic generation will still be generated if the event is triggered by a user without any of the necessary roles, but the user will not be able to see them.

4. Click Save to save the configuration but remain on the page, click Save & Close to save the configuration and return to the Billing Document Configuration list, or click Close to return to the Billing Document Configuration list without saving the configuration.

The Status panel is added to the page once the configuration has been saved.

Active	Marks the configuration as active and available for use. If unchecked, the configuration remains linked to any existing resources, but cannot be used for new resources.
Created By	Identifies the date and time the configuration was created, and the user who created it.
Last Modified By	Identifies the last date and time the configuration was changed, and the user who made the changes.

Viewing and Modifying a Billing Document Configuration

1. In the main menu, select Billing, Configuration, then Billing Documents. A list of all available configurations is displayed.

Some columns have been hidden.

Tip: By default, only Active configurations are displayed. Clear the filter in the Status column to view all configurations.

2. Click a link in the Name column to view the configuration details. If there are a large number of available configurations, see the Using Grids section for help on finding the appropriate configuration.

3. See the section on Creating a New Billing Document Configuration for a detailed description of the fields.

Deactivating a Billing Document Configuration

Once created, a Billing Document Configuration cannot be deleted. It can be deactivated, which leaves it linked to any existing resources, but prevents it from being used for new resources.

1. In the main menu, select Billing, Configuration, then Billing Documents. A list of all available configurations is displayed.

Some columns have been hidden.

Tip: By default, only Active configurations are displayed. Clear the filter in the Status column to view all configurations.

2. Locate the configurations to be deactivated. If there are a large number of available configurations, see the Using Grids section for help on finding the appropriate configurations.

3. Check the boxes for all configurations to be deactivated.

4. Click Deactivate, then confirm the deactivation when prompted to do so. All selected configurations are deactivated. If the Billing Document Configuration list is still defaulted to only show active configurations, they disappear from the list.

Tip: Individual configurations can also be deactivated or reactivated directly through the configuration management record. See the section on Viewing and Modifying a Billing Document Configuration for details.