Billing Cycles

Form ID: (FS206000)

By using this form, you can create and modify billing cycles. A billing cycle defines how service documents are billed and how billing documents are grouped for a customer.

Important:
If the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form, the settings of a billing cycle can be modified only if no appointments or service orders related to the service contract of the End-Period Plus type have been created.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

In the Summary area, you can specify the settings of a new billing cycle. You can also select an existing billing cycle to view or edit its settings.

Element Description
Billing Cycle ID The identifier of the billing cycle.
Description A detailed description of the billing cycle.
Run Billing For A service document whose information will be included in the document (such as an invoice, sales order or project transaction depending on the settings of the service order type) that will be generated when the billing process is executed for the service document. You select one of the following option buttons:
  • Appointments (default): Information on each appointment is displayed in the generated billing document (such as an invoice, sales order or project transaction depending on the settings of the service order type).

    You use this option button when you want to bill a customer for the provided services after an appointment has occurred.

  • Service Orders: Information on a service order is displayed in the billing document. (such as an invoice, sales order or project transaction depending on the settings of the service order type).

    You use this option to generate billing documents for the estimated work time, no matter how many hours the appointment actually took, or when you want to generate billing documents for work that will happen in the future. The applicable service orders (and their appointments) do not need to be completed or closed in order to be billed.
Group Billing Documents By This specifies how billing documents are grouped in relation to appointments or service orders. The following option buttons are available:
Tip:
In the context of MYOB Acumatica's service management functionality, a billing document refers to a document or transaction that is generated when the billing process is executed for a service document. Depending on the settings of the service order type, it can be a sales order, sales invoice, AR invoice or project transaction.
  • Appointments: The billing documents are grouped by appointments. One billing document is generated for every appointment that is billed.
  • Service Orders: The billing documents are grouped by service orders. One billing document is generated for all the appointments corresponding to the same service order.
  • Customer Order: The billing documents are grouped by customer orders. One billing document is generated for all the appointments corresponding to the same customer order. The applicable customer order is specified in the Customer Order box of the Service Orders (FS300100) form of each service order.
  • External Reference: The billing documents are grouped by purchase orders. One billing document is generated for all the appointments corresponding to the same purchase order. The purchase order is specified in the External Reference box of the Service Orders (FS300100) form of each service order.
  • Time Frame (default): The billing documents are grouped by time cycles. One billing document is generated for all the appointments of one customer in a given period of time.
Separate Billing Documents by Customer Location A check box that indicates (if selected) that for each customer, separate billing documents will be generated for every customer location. This check box is available only when the Customer Order, External Reference, or Time Frame option button is selected (under Group Billing Documents By) for the billing cycle.
Bill Only Completed or Closed Service Orders A check box that indicates (if selected) that a service order has to be completed or closed for billing documents to be generated for the service order or the appointments related to the service order.

Time Frame Grouping Settings Section

This section is available only when the Time Frame option button is selected (under Group billing documents By) for the billing cycle.

Element Description
Prepare On The day of the time cycle when the billing document is generated. The following option buttons are available:
  • Fixed Day of Month (default): A billing document is generated for all not-yet-billed appointments on a specific day of every month. If you select this button, you should also select the number of the day of billing document generation in the related box. For a time cycle on the last day of the month, you can select 31 in this box: This gives you the ability to generate a billing document on the last day of the month, regardless of whether the month has 28, 29, 30, or 31 days.
  • Fixed Day of Week: A billing document is generated for all not-yet-billed appointments on a specific day of the week. If you select this button, you should also select the day of the week in the related box.