What is it?

Back Billing refers to the ability of the Bill Process to catch up Billing on newly added Monthly Recurring Charges. If the Start Date is set in the past then the process will bill for all the missed months and “catch up” the billing. It is controlled within PCR-360 with a flag on Charge Catalog, which default "off". There is also a Bill Backward flag can be seen the master Charges Grid (Admin > Billing > Report > Charges). Back Billing is not available for Annual, Semi-Annual, Quarterly, or Non-recurring Charges.

How does it work?

When a new Charge is added the Bill will now catch up the Billing. Based on the Start and Stop Dates of the MRC, it will start with the current Bill Cycle and begin moving backwards in time stepping through Billing Cycles. On each step it will add the Charge Amount to the Total Amount Billed and as it moves. A Bill can go back to beginning of fiscal year (Fiscal Wall) or to the beginning of time, depending what is configured for the value the Back-Billing Fiscal Year flag (BILL_BACKBILLING_FISCAL).

Stopped Charges

If the newly added charge has a past Stop Date the logic will move backward without adding to the Total Billed Amount until the Billing Cycle containing that Stop Date is reached. Then start adding the Charge Amount to the Total Amount Billed, continuing to move backward through each cycle until the Start Date is reached. After the charge is billed once if the Stop Date is in the future or not set the charge will bill normally for each billing cycle.

Proration

If the Prorate option is selected the Bill Cycles containing the Start and Stop Dates will calculate percentages of the total cycle based on the total number of days in each cycle.

Bill Forward

If Forward Billing is selected on the Charge Catalog then any new Charges without a predefined Stop Date will bill for the next Bill Cycle in addition to any catch-up Billing for previous cycles.