Note
If you need to change the bill cycle for a corporate account, see Considerations for Changing the Bill Cycle on a Corporate Account BEFORE using this procedure.
To change a customer's bill cycle:
From the Customer window Summary tab, click the Bill Cycle link in the top right area of the window.
This displays the Change Bill Cycle window. The Origination Bill Cycle Information area indicates the current bill cycle and provides a drop-down menu for selecting the origination bill period. This menu contains the current (unbilled) bill period and all future bill periods which have been created. If the customer has never billed, bill periods with an end date greater than today's date will be listed. Each bill period is marked as Recommended or Override Required.
Select the Recommended origination bill period. Periods marked as Override Required require Manager Override.
Select the Destination Bill Cycle. This populates the Destination Bill Period drop-down menu with the bill periods that have been created for the selected bill cycle.
Select the Recommended Destination bill period. Periods marked as Override Required require Manager Override.
Click Save to submit the bill cycle change request.
Notes:
The Save button is only enabled if the selected origination and destination bill periods are valid with regard to date.
When you submit a bill cycle change request, the Bill Cycle indication on the Customer window header is immediately updated to show the new bill cycle. Therefore, this indicator will be incorrect until the destination bill period occurs and the new bill cycle goes into effect.
If you make a mistake and select the wrong bill cycle you'll need to submit a clerk request to change the bill cycle again.