Step by step
- Open Finance › Contract billing and press + New billing run. The New billing run panel opens.
- Set Period start and Period end.
- Choose Contracts: All active contracts, or only those Billed monthly, Billed quarterly or Billed yearly.
- Press Calculate.
Questions
"these dates are already in a … billing run"
Those contracts were already billed for overlapping dates. Open that run; if it is a draft you can delete it and calculate again.
Nothing to bill
No active contract matches the dates and billing period. Draft contracts are left out.
Works together with
- The billing run pageOne run: every service fee, rental, charge, minimum and copy line with readings, copies, free copies, rate and amount, and what to do next.
- Contract billingEach period: calculate a run for the dates, fix flagged lines, finalise, then create the invoices. The same dates can never be billed twice.