What this page is for
Set up rent, service charges, utilities or company accounts once, and get an invoice for every period.
Who can use it
- View billing schedules opens the page (by default Admin and Finance).
- Set up billing schedules to add or change them.
How to add a schedule
Select New schedule. See New or edited schedule.
Fields and columns
| Column | Meaning |
|---|---|
| Schedule | Its name and unit. |
| Bill to | The customer. |
| How often | Monthly, quarterly or yearly, and the billing day. |
| Each period | The total of the lines before tax. |
| Last billed | The start of the last period invoiced. |
| Status | Active or Paused. |
Statuses and automation
Every day, each period that has started gets one invoice. Periods missed while the system was off are caught up. Each period is invoiced only once.
Settings that change this page
Settings, Invoicing: payment terms on the invoices made.
FAQs
Can I pause a schedule? Yes: untick Active. Nothing is billed while it is paused.
Troubleshooting
| Problem | What to do |
|---|---|
| No invoice for this month | Check the first day billed and the billing day; the period may not have started yet. |