Billing of Multiple Appointments: General Information

In MYOB Acumatica, you can generate billing documents for multiple appointments simultaneously. You use the Run Appointment Billing (FS500100) form, on which you can run the billing process for multiple appointments. You can filter the list of appointments to be processed by the customer, billing cycle, or time frame.
Note:
On the Run Appointment Billing form, you can run billing for only customers with a billing cycle that generates billing documents from appointments.

For details on and examples of the different types of billing cycles, see Billing Cycles: Examples.

Learning Objectives

Billing of Multiple Appointments: General Information

In this chapter, you will learn how to generate billing documents simultaneously for multiple appointments of different customers with different billing cycles assigned.

Applicable Scenarios

You perform mass-billing of appointments when you need to generate billing documents for multiple appointments at the same time.

Generated Documents

When a completed appointment is billed on the Run Appointment Billing (FS500100) form, the system creates a sales order, a sales invoice with the Credit Memo type, or an AR credit memo if all of the following conditions are met:

  • The customer has the service order type of the appointment specified on the Billing tab of the Customers (AR303000) form.
  • For the service order type, Sales Orders, SO Invoices, or AR Documents is selected in the Generated Billing Documents box on the General tab of the Service Order Types (FS202300) form. The system creates the noted documents depending on the specified document type as follows:
    • Sales Orders: If this type is selected and the amount of the service order is negative, a sales order with the Credit Memo type is created. (If the amount is positive, a sales order of the type specified in the Order Type for Billing box is created.)
    • SO Invoices: If this type is selected and the amount of the service order is negative, a sales invoice with the Credit Memo type is created. (If the amount is positive, a sales invoice with the Invoice type is created.)
    • AR Documents: If this type is selected, the Create AP Bills for Negative Balances check box is cleared for the service order, the amount of the service order is negative, and an AR invoice is created. (If the amount is positive, an AR credit memos is created.)
  • The billing cycle specified for the customer on the Billing tab of the Customers form has the Appointment option button selected under Run Billing For on the Billing Cycles (FS206000) form.
    Note:
    The billing cycle is specified for the customer on the Service Billing tab of the Customers form if the Manage Multiple Billing Options per Customer check box is selected on the General tab of the Service Management Preferences (FS100100) form.

    If the Manage Multiple Billing Options per Customer check box is cleared, the billing cycle should be specified in the Service Management section on the Billing tab on the Customers form, because in this case the Service Billing tab on the Customers form is not displayed.

In the document created during the appointment billing, the system fills in credit terms as follows, depending on whether the Use Credit Terms in Credit Memos check box is selected on the Accounts Receivable Preferences (AR101000) form:

  • If the check box is selected, the system copies the credit terms from the customer's settings.
  • If the check box is cleared, the system leaves the Terms box of the Invoices and Memos form empty.