Difference between revisions of "Schedule Planned Billing"
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:PlannedBilling ccexpress.png|PlannedBilling ccexpress.png]] |
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| − | | | + | | class="navigationTitles" colspan="4" | Navigation |
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| − | | | + | | colspan="4" style="width: 265px;" | Select Agreements > Billings |
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| − | | | + | | class="navigationTitles" colspan="4" | Overview |
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| − | | | + | | colspan="4" style="width: 265px;" | Schedule planned billing provides the ability to process agreement invoices according to the billing schedule. |
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| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Mark the All radio button to process all agreements based on a cut-off date. |
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| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Mark the Selected radio button to use the filter fields to select the agreements to process. |
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Reset Grid to update the grid based on different search paramters. | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the invoice date using the Invoice Date field. | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the starting invoice number using the Next Invoice number field. | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementType|Agreement Type]] | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#customer_number|Customer Number]] | ||
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| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#agreements_Number|Agreement Number]] | ||
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Latest revision as of 16:46, 10 January 2023
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| Navigation | |||
| Select Agreements > Billings | |||
| Overview | |||
| Schedule planned billing provides the ability to process agreement invoices according to the billing schedule. | |||
| • Mark the All radio button to process all agreements based on a cut-off date. | |||
| • Mark the Selected radio button to use the filter fields to select the agreements to process. | |||
| • Use the Reset Grid to update the grid based on different search paramters. | |||
| • Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | |||
| • Set the invoice date using the Invoice Date field. | |||
| • Set the starting invoice number using the Next Invoice number field. | |||
| • Filter by Agreement Type | |||
| • Filter by Customer Number | |||
| • Filter by Agreement Number | |||
