Billing Information

Aging Group

Establishes when payment is due

Bill Cycle

Defaults to the Bill Cycle assignment configured in Desktop Client.You can change as needed by clicking the pencil icon.

Typically bill cycles are set up such that bill periods occur on a monthly basis with the start and end dates both set to the bill cycle’s specified Day of Month. However, in practice bill periods run from the specified day of month in a given month up to one day before in the next month (for example, 7/15 to 8/14). In other words, a monthly bill period starting on the 15th does not include the 15th of the next month. It actually ends on 14th.

Bill cycles set up for your use are viewable via Desktop Client > Tools > References > Bill Cycles Table.

Bill Cycle configuration sets Bill Cycle based on selected Account Type, Market and Day. When a customer is created by clicking +New, as the Account Type and Market fields are set, the Bill Cycle will default based on the values entered. The default will use the current date as the Day when determining the default.

When a prospect is converted to a customer account, the Bill Cycle will be set based on the Account Type and Market and current date as Day. The Bill Cycle value will update if the Market or Account Type are toggled, and the new default results in a different value.

If the Bill Cycle value is overridden, the value will not be updated with the default when the Market or Account Type are toggled. You can revert to the default by clicking the revert icon.

When a customer account is cloned, the Bill Cycle value will come from the account being cloned. Override and revert rules as described above will apply.

Finance Group

Select the Finance Group from the drop-down list.

Each finance Group has a set of rules for calculating finance charges, which defines the a grace period (number of days) allowed before a balance becomes past due. This grace period enables the finance group to charge a minimum finance charge.

Invoice Format

Select the invoice format from the drop-down list (Business Landscape, Residential, and so on).

Receivable Group

Select the Accounts Receivable Group from the drop-down list.

Main Billing Number

Number to call for billing inquiries.

Affinity Group

Select the Affinity Group from the drop-down list, if appropriate.

This designates the group to which the affinity commission is computed and reported. Affinity pricing plans pay a commission to an outside organization for a percentage of the total calls charged to a group of customers.

Home Region

An optional construct to drive usage rating.

Child Sort Order

An optional construct for corporate accounts.

Usage Rounding

Impacts how charges for individual calls are displayed:

• None

• Conventional - Numbers less than 5 are rounded down to the nearest cent. Numbers equal to or greater than 5 are rounded up to the nearest cent.

• Up - All usage values are rounded up.

Finance Charge Exempt

Select/check this check box if the customer is exempt from finance charges.

Pull Invoice

May be used to pull this invoice from a bill run (for example, if there is a dispute, or some analysis is required before the invoice can be sent).

Paperless Bill

Check the box to opt in for paperless billing or uncheck to opt out. This may result in a discount for opting in or fee for opting out, depending on setup in the Product Catalog web module.

Note

You can also toggle this setting in the Billing section on the Account Summary.

Additional setup is required for paperless billing. Refer to the article on Paperless Billing (, ) in the IDI Knowledge Center.