you can run a bill, you must set-up your Billing Cycle; this determines the
dates of the billing period, run month, run date and due day of the bill. Each
bill run is determined by the billing cycle.
! Within the Billing Cycle Plan, there is a
Run Month and Run Day. These determine when cairs.net is allowed to generate
the bill. For example, if you have the following scenario:
Start Date – January 1 Bill
End Date – January 31
Month – February Run
Day – 6
charges between the 1st and 31st of January are included
in the bill.
bill cannot be generated before February and not before the 6th.
This allows you to review and correct any issues with accounts, if necessary.
you put a request to generate the bill before February 6th, the bill
will not generate until the 6th. You will see the request as Not Yet
Started, on the 6th you will see a In process status.
you put click on the Run Bill link on the 7th, the bill runs right
away, there is no wait time.
Click the Accounting menu.
the Navigation pane, click Accounts, then Unofficial Accounts.
Click the plus sign (+) next to Unofficial
Accounts to access the submenus. Click Run Bill Requests – Official.
Before the list of bills generated or are
in the process of being generated are populated in the pane to the right you
must click the Show All button. The most recent bills appear at the top of the
you run a bill, it is a good idea to make sure that no other bills relates to
the billing period. Pay close attention to the Status column, this column
displays whether the bill is completed, in process, or not yet started.
Within the Actions pane, click the Run
Bill – Unofficial link
you click the link, a message box appears. As stated in the message, the bill runs based
on the billing cycle’s run month and run day. You have the option of viewing
the cycle plan by clicking the View Cycle Plan button.
Click on Yes to continue the run bill
process, this process may take several hours to complete.
A status box appears with the following
Processing # of #
Accounts Closed and Suspended
9. The status box stays open until the bill is
completed. To view the complete details of the bill, click the View Details
button. This General – Billing Cycle window opens. This window displays three
panes of information:
General Information – this pane displays
the status of the bill, including start time, total accounts processed, total
bills succeeded, total bills failed, to name a few fields.
Bills Generated – once cairs.net generates
a bill for an account, the account number lists within this pane. The pane
displays such information as total payments, total charges, etc.
Failed Bills – if cairs.net is unable to
generate a bill for an account, the account number displays within this pane.
Any additional information that cairs.net can provide also displays.
10. To make sure you are viewing the most current
information, click the Refresh button within the Actions ribbon group.
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