Managing Bill to Parties

With any business that has paying customers, it becomes necessary to arrange a method of payment.  Whether the client pays directly, or the payment is handled through an intermediary such as a broker, distributor, or insurer, the payment configuration begins with designating the bill to party.

Creating a New Bill to Party

A Bill to Party can be created manually by clicking the Designate as Bill to Party button on a company record screen.  A Bill to Party can also be created automatically when required, such as when quoting a transaction with a new client company or individual client, or when new charges are produced by other parts of the system.

The Designate as Bill to Party button will create the account and open it for immediate editing.  For bill to parties created automatically, you can access them through the Bill to Parties list. See the section on Viewing and Navigating Bill to Party Information for details.

Viewing and Navigating Bill to Party Information

1. In the main menu, select Billing then Bill to Parties.

   Upon navigating to the page, the system evaluates the user's administrative level and the position of their office within the organizational hierarchy. If the user has access to multiple billing entities, the system displays the Billing Entity panel at the top of the landing page.

   From the Billing Entity panel, the user can select which billing entity resources to work with. Once a billing entity is selected, the system refreshes and displays the requested resources associated with that billing entity.

   

   Billing Entity	Select the appropriate billing entity. Once a selection is made, the system refreshes and returns the results, filtered according to the selected billing entity.
   	Note: Once selected, the name of the billing entity is displayed in the header of the Billing Entity panel. Filtering of system resources persists as the user navigates to other sections of the billing module until another billing entity is selected or the session ends.

   A list of all available parties is displayed.

   

    

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

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

3. When viewing a bill to party, the information is divided into multiple pages. The pages are accessed through the Bill to Party Menu widget to the left of the screen. The General Information page opens by default when a bill to party is selected.

   

   Click a link to view the page details.

   General Information	Contains the general information for the bill to party, such as address and contact details.
   Billing Settings	Contains the settings for billing and managing invoices.
   On Account Balance	Lists the funds held on account for the bill to party.
   Account History	Lists invoices and receipts related to the bill to party.
   Outstanding Invoices	Lists unpaid invoices for the bill to party, and allows payments to be made online.
   Statements	Lists the statements generated for a bill to party.
   Scheduled Payments	Lists scheduled payments, and allows outstanding payments to be rescheduled.