Billing Schedule Record

The Billing Schedule Record can be found via Financial / Billing Control Panel.

The purpose of the Schedule record is to setup a trigger in TBS for a specific bill run outlining the Billing Start Date, Invoice Date and Cycles that will be included in the bill run. This is the first step in preparing to run a billing in TBS.

Once a schedule record is setup, Test runs can be triggered to act as a "prerun" so Clients can preview data as if it were the day of Billing.

NOTE: The next scheduled "not started" billing record is displayed in bold for quick identification. Completed records are collapsed by default.

  • Invoice Date - The date that appears on the invoice.

  • Run Date - The date and time for the scheduled bill run. Entries must be entered at least 5 minutes in the future. A backend monitoring service will check for new entries every 5 minutes. There should be one entry per production bill run per day. See more information below regarding reruns.

    IMPORTANT: The run date will determine the BillingCycleID for the bill run. Previously, Billing Cycle IDs matched the Invoice date, i.e., 20150901 for Sept 1 2015 invoice date. Going forward, if the 1st fell on a Saturday, and the client wanted to run on Friday, August 31st, the Run Date would be 08/31/2015 8:00:00 and the Billing Cycle ID would then be 20150831_080000

  • Status.
  • Billing Start Date. The start date used when calculating charges for the run.
  • CDR Cutoff Date. The date leading up to the CDRs to be included in the bill run. Ex. 6/1/2019 would include CDRs as of 6/1/2019 12:00 AM.
  • Batch ID.
  • Email Billing Completion Date. Read-only date showing the day that email billing was completed for this bill run.
  • Approval Date.
  • Approver.
  • Cycles. Allows for the selection of one or more billing cycles to be added to the bill run as well as flags for Including Recurring Charges, Including Non-Recurring Charges and Usage. These options allow runs to be setup throughout the month for one-time/NRC charges only or Usage only.
  • Test Start Date.

Quick Billing

Additionally, TBS supports the concept of "quick billing" or a one-off billing for non-recurring charges or items that need to get invoices quicker than waiting until the upcoming bill run. Billing Definitions can now have child records that are used to run quick billing.

For more information, see Quick Billing.