Select and deselect records for a billing run

1. At the Asset Management main menu, select Customer | Billing | Contract Billing Control. The Contract Billing Control display screen appears.
2. Right-click on the billing run or specific billing instance and select Edit Billing. The Edit Billing Records change screen appears. Records selected for billing have the word Yes in the Selected column.
3. To toggle between Showing Selected, Showing All, and Showing Accruals, click Toggle . Note that records being accrued have an A in the right-most column.

   Accruals can be done for retail customers, and for account customers if a contract goes out or is due back in at the beginning or end of the month. The number of days accrued is based on contract rules.

4. To deselect a specific billing record from the run, right-click on the record and select Deselect. The deselected record will be picked up again on the next billing run.
5. To select a specific billing record for the run, right-click on the record and select Select to Bill.

Back to Billing