Use Default Billing Settings

By default, all bill to parties use the settings defined in the General Settings - Billing section of the Billing Entity Menu. When this option is checked, the default billing settings are displayed in read-only mode.

If this option is unchecked, the settings can be customized for this party.  The custom settings will not be affected by changes made to the default settings in the Billing Entity Menu.

Note: Once checked, the system will generate invoices for all transactions associated to the bill to party. If applicable, this includes charges produced while the Enable Automatic Billing feature was disabled.

Billing Frequency

This field is only available when Enable Automatic Billing is checked.

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 display 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.

This field is read only.

This field confirms whether billing on weekends is allowed for the bill to party.

This setting is defined within the General Settings - Billing section of the Billing Entity Menu and can not be changed at the bill to party level.

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 number 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.

Select the method by which charges are separated for generated invoices.

Communication Preference

Select the preferred method of communication for the bill to party. The following options are available.

• Email

• Fax

• Mail

Note: If Email is selected, the party will be eligible for automatic invoice emails. For this to occur, both invoices and emails must be configured for automatic generation.