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Overview
Once the event status, plans, contracts and transactions created, the transactions come through at the end of the month. The invoicing process starts at the end of the month for all the transactions.
Prerequisites
The transactions must be in ready for billing status.
Steps
Go to Pay> Billing> Transaction History.
Go to Billing Cycle Search, as depicted in the image below.
In the Billing Cycle Search page, the user can see the Batch Reference Number, Start Date, End Date, the User Name, and Status Date.
The admin can search for a transaction by its batch reference number or user name. After entering the required criteria click on the search
icon as highlighted in the image. The search results are displayed.
To search with a new batch reference number or a user name or to reset the details, click on Reset
icon.
To process billing, click on TRIGGER BILLING CYCLE.
In the Trigger Billing Cycle window, click on the calendar
icon and pick the Start Date and the End Date, for the period you want to trigger the billing.
Note: Invoices are generated only for the Transactions that fall under the selected date range while the Billing Cycle is Triggered.
Click START to initiate the billing cycle.
Note: There is a validation that between the Start Date and the End Date there should not be any transaction that is not ready for billing.
The system navigates the user to the Billing Cycle Search page.
The new triggered billing cycle is listed with Status as INITIATED.
All the transactions that are available are now pushed for invoicing. Once the invoices are pushed and successfully created, the status of the batch is updated to SUCCESS. In case if there were no transactions available between the picked dates, then the status of the batch appears as FAILED.
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The Billing Cycle consists of the following statues:
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The user can download the batch report by clicking on the three dots and selecting BATCH REPORT.
The report is downloaded in your system.
The downloaded file gives the detailed picture of all the Batch that are created and their statuses.
