Interface

The Billing Manager serves a dual purpose:  It manages member billing and periodic minimum charges.  Below is a screen shot of the interface as it is used for member billing.

The section on the left (Billing Groups) is automatically populated from the Member Billing section of the Inventory Manager.  The tree view consists of all of the categories and subcategories in the Member Billing section.  The right hand section consists of all of the Billing Records which have been created using the Billing Manager.  Each Billing Record has a folder icon to its left.  The folder icons indicate whether the Billing Record has never been posted, is partially posted (in the case of Billing Records which are posted over several periods) or is fully posted.  The filter box in the upper right hand corner allows the user to filter the Billing Record list for different statuses.

Click on the desired Folder to view Detailed Information in the green viewing section on the bottom right of the screen.

Create a Billing Record

Launch the Billing Manager by clicking on the Billing Manager menu on the Outlook Bar.

Step 1:  Using the tree view control, navigate to the Inventory Category which contains the inventory item you will use with the Billing Record.

Step 2:  From the Action Bar click on the Add Billing Item button.

Complete the form using the instructions below as a guide:

• Inventory Item.  Click on the button to the right of the field and select the applicable inventory item using the Inventory Item Selector.

• Profile.  Always set to Member Billing.
• Start Date.  This is the date that the Billing Record will be posted to the members' accounts.  If the Billing Record provides for installments, the Start date, will be the date of the first installment.
• Interest Rate.  If the Item to be billed attracts interest, enter the interest rate in this field.
• Principal Amount.  The amount is determined by the selling price in the Inventory Manager and cannot be changed here.
• Installment Frequency.  Select the applicable installment frequency.  If this is a single installment billing record, any installment frequency will be fine.
• Number of Payments.  Select the number of payments if this is an installment billing, otherwise, select 1.
• Due Date.  Select either Beginning of Period or End of Period.  This only effects interest calculations.  If the setting is Beginning of Period, then the calculation of interest commences as of the Start Date; If the setting is End of Period, then the calculation of interest commences as of the one period prior to the Start Date.  For example, if the Start Date is June 1 and the frequency is monthly, then the End of Period setting will cause interest to be computed from May 1.
• Applies To.  Select either Member Based, Category Based or Query Based.  Next select the applicable member, category or query.
• Amortization Schedule.  This will display the amortization of the Billing Record.

Once the form is complete, click Save.