Running Bills
Before you send out bills, you must run them, meaning you need to have ListManager generate the bills.
By default, Utilities: Administration: Billing: Customers: Bill shows all of your customers. Unless you want to bill everyone (including inactive customers), you'll want to use the Search box to find the customers you want to run bills for.
Generate Invoices for Currently Active Customers
Generally, you'll want to generate invoices only for customers who are currently active.
1. Go to Utilities: Administration: Billing: Customers: Bill.
2. Select Active Before in the Search drop-down box.
3. Enter the last date of the billing period in the entry box in YYYY-MM-DD format.
4. Click Go.
5. Click Bill All in View to just bill those customers you selected. You will be taken to Utilities: Administration: Billing: Customers: Bill: Run Billing.
6. Confirm that the Start and End Dates at the top of the page are correct, and edit if necessary.
7. Click Run All Customers to run billing for all customers. Or, select the customers for whom you'd like to run bills, and click Run Selected Customers.
8. Click OK.
9. View an invoice for a particular customer by clicking on it under the Last Bill Period column or the Amount/Status column.
10. Click Done.
Generate Invoices for Selected Customers
1. Go to Utilities: Administration: Billing: Customers: Bill.
2. Select the customers for whom you'd like to run bills by checking them.
3. Click Bill Selected Customers.
Searching for Customers to Bill
The following options are available from the Search drop-down box:
All Customers
All customers entered in billing.
Active Customers
All customers designated as active (in Utilities: Administration: Billing: Customers: Configure: Basic Information).
Inactive Customers
All customers designated as inactive (in Utilities: Administration: Billing: Customers: Configure: Basic Information).
Start Date After
All customers whose start date is after the date specified in Utilities: Administration: Billing: Customers: Configure: Additional Settings. Specify the date in the entry box in YYYY-MM-DD format.
Active Before
All customers who became active before a certain date. For example, if your billing period is from the first of the month but you run billing on the fifth, you want to only bill customers who were active for the billing period. If you have added new customers before that time, you would want to select for only those customers who were active before the first so you don't bill those who were added later. Specify the date in the entry box in YYYY-MM-DD format.
Bill Amount Is Greater Than
All customers whose bill is greater than the amount specified in the entry box.
Bill Overage Amount is Greater Than
All customers whose overage (messages sent in excess of what is included in their hosting plan) is greater than the amount specified in the entry box.
Last Modified After
All customers who were modified after a particular date (in Utilities: Administration: Billing: Customers: Configure). Specify the date in the entry box in YYYY-MM-DD format.
Customer Is on Server
All customers on a particular server. Specify the server in the entry box.
More
4. Billing
6. Adding, Validating and Syncing Servers
8. Creating Additional Charges
11. Assigning Hosting Plans, Charges and Lists
13. Running Bills
18. Billing Reports
20. Viewing a Customer's History
|
|