Billing Batches

Custom billing batches allow Customer segmentation into various groups or batches that can be used to differentiate batches in Billing Runs and Payment Runs.

Example: Customers require Invoices to be uploaded to a Vendor Portal website, adding these Customers into a separate Billing Batch allows you to set up a separate Billing Run that will not auto-email Invoices to the Customer’s billing contact.

Add Billing Batch

Steps:

1. Navigate to Menu > Setup > Billing > Billing Batches.

2. Click Add.

• Name the Billing Batch.
• Select the Invoice Template from the available drop-down menu. If the desired template is not available, review available templates via Menu > Setup > Manage Templates. 

3. Save when finished.

Set Default Template for Billing Batch 

Steps:

1. Navigate to Menu > Setup > Billing > Billing Batches.
2. Click Edit from the Actions menu.

3. Select the desired default Invoice Template from the drop-down menu.
4. Save when finished.

5. Confirm the Template is correct by generating a new Invoice PDF or regenerating an existing Invoice PDF for a Customer Account using the default Invoice Template.