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Generating a Bill

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 Generate Bill 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 Generate Test Bill button.
    2. To run the standard bill, click the Generate Bill button.
  4. Click Yes on the Generate Bill Confirmation dialog.
    Generate Bill Confirmation Dialogue example
  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.
    Bill Generated Message Notification example
  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 Regenerate Selected button and click the Regenerate Selected 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 E-Mail to Coordinators button to e-mail each Coordinator their bill.


Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242