.Billing v2020.3

How to Generate a Bill

Go to Admin > Billing > Bill Generation

In the grid, all previous bill runs are listed. To generate a new bill:

1. Click the  button 
2. The Start Date defaults to the first day of the previous month. To change the Start Date, a date may be manually entered. The End Date will default to one month from the Start Date.
3. There are two types of bills that can be run.
   1. A Test Bill to preview the bill. To run a Test Bill, click the  button.
   2. To run the standard bill, click the  button.
4. Click Yes on the Generate Bill Confirmation dialog.
   
5. A dialog message displays when bill starts. When complete, an indicator appears in the lower right-hand corner of the browser window, and a message is received in the Messages section of the Home Page.
   
6. Once the bill is completed, the billing detail can be looked at in grid form on Admin > Billing > View/Report > Bill Details or go to Admin > Billing > View/Report > View Bill (or View Test Bill) to see a formatted bill. The View Bill pages allow the bill to be seen by Charge Account, Billing Group, or Owner. For each method of viewing, there is an area at the top of the grid to select different pieces of the bill. When the section is chosen, drill down on each section marked with a right arrow ( ) to see more detail. When done, collapse that section by clicking the down arrow ( ).
7. When billing errors are indicated on the bill completed message, find them at Admin > Billing > View/Report > Call Detail Errors (go to Advanced Search and set the Status to Billing Error).
8. If a bill needs to be re-run, select the Bill Date Range entry in the grid and then click the  button and click the  button on the confirmation dialog. A message is displayed on the home page when the process is completed.
9. When the bill is ready, click on  button to e-mail each Coordinator their bill.

What does it mean to "rerun a bill"?

PCR-360 offers the ability to rerun a Bill should changes need to be made after producing, or even approval of, the initial Bill. This process is covered by the "Regenerate Bill" functionality covered in the Billing section of the Application. For more detail on Generating/Regenerating a Bill, you can see to following pages:

• Generating a Bill
• Regenerate Selected

When can a bill be rerun?

Users can only rerun the most recent Bill that is NOT a Test Bill. Any Test Bill can be rerun at any time.

How to rerun the bill?

To rerun a bill:

• Select the Bill Date Range entry in the Bill Generation Grid.
• Click Regenerate button located directly above the Grid  and click the Regenerate button on the confirmation dialog.
  
• You will receive a system generated email once the process completes.