All/Active Billing Schedules

Modules > Advanced recurring contract billing > Billing schedules > All billing schedules

Modules > Advanced recurring contract billing > Billing schedules > Active billing schedules

Use this page to review the billing schedules. Depending on the menu option you select, you can view all the billing schedules, or only the active billing schedules. When you select a billing schedule to view, the Billing Schedules page opens in view mode, which means all options are read-only.

You can also perform various actions on billing schedules, such as canceling a billing schedule or editing a billing schedule.

Create a Schedule

To create a billing schedule, follow these steps:

• Select New, which opens the Billing Schedules page, and then follow the steps for creating a billing schedule.

Edit a Schedule

To edit a billing schedule, follow these steps:

1. From the list, select a billing schedule to view in the Billing Schedules page.
2. Choose Edit.
3. Make any changes, and select Save.

Delete a Schedule

To delete a billing schedule, follow these steps:

1. Select one or more lines that you want to delete, and select Delete.
2. When you are asked to confirm the action, select Yes.

Archive a Schedule

To archive a billing schedule, follow these steps: 

1. Select a billing schedule or a billing schedule line: 
   • From the All/Active Billing Schedules list, select a billing schedule, and select Archive.
   • When you are in the Billing Schedules page reviewing a specific billing schedule, select Archive.
2. When you are asked to confirm that you want to archive the billing schedule, select Yes.

Remove a Termination

To remove a termination from a billing schedule, follow these steps: 

1. From the list, select the billing schedule, and select Remove Termination.
2. When you are asked to confirm removing the termination, select Yes.

Line Actions

For any of the billing schedules within the list, you can perform the following actions: 

• Select Escalation and discount to apply an escalation or discount to the billing schedule or a billing schedule line.
• Select Copy to copy a billing schedule.
  After the copy process is finished, the new billing schedule appears at the bottom of the list.
• Select Place hold to put a hold on the billing schedule or a billing schedule line.
  After the hold is placed on the billing schedule, the status changes to On hold.
• Select Remove hold to remove a hold from a billing schedule or a billing schedule line.
  After the hold is removed from the billing schedule, the status changes to Active.
• Select Terminate to terminate the billing schedule or a billing schedule line.
• Select Invoice Preview to view a preview of the billing schedule.
• Select Revenue allocation to specify the revenue allocation for a billing schedule.

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Fields

This page contains the following fields: 

List Grid	Description
Schedule number	Displays the billing schedule number.
Description	Displays a description of the billing schedule.
Customer account	Displays the customer account ID or number.
Customer name	Displays the customer name.
End user account	Displays the end user account ID or number.
End user name	Displays the end user name.
Billing start date	Displays the billing start date.
Billing end date	Displays the billing end date.
Schedule status	Displays the status of the billing schedule: On Hold, Last Billing, Terminated, or Archived.

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Buttons

This page contains the following buttons: 

Button	Description
Edit	Changes the list to grid where you can edit values for the billing schedule. Editing functionality for the line grid is not currently available.
New	Opens the Billing Schedules page, where you can create a billing schedule.
Delete	Delete Deletes the current record. Deletes the selected record or line.
Billing schedule
Escalation and Discount	Select an action:  Escalation and discount: Opens the Escalation and Discount page.
Billing Schedule	Select an action:  Copy schedule: Opens the Copy Schedule page, where you can copy the currently displayed billing schedule. Archive: Archives the selected billing schedule. Available only for billing schedules that have a status of Terminated.
Hold	Select an action:  Place hold: Opens the Place Hold dialog, where you specify the details of putting a billing schedule on hold. Remove hold: Opens the Remove Hold dialog, where you can remove a hold on a billing schedule.
Termination	Select an action:  Terminate: Opens the Terminate Schedule Lines dialog. Remove termination: Opens the a page dialog where you confirm whether you want to remove the termination.
Invoice Preview	Select an action:  Invoice preview: Opens the Invoice Preview dialog.
Revenue Allocation	Select an action:  Revenue allocation: Opens the Revenue Allocation page.

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