Perform a Billing Cycle

Charge Bills

Accepting a test generates the bill record in the finance tab for all accounts and updates user balances.

Instructions

1. Click the Operations tab
   

2. Select the same Billing Cycle for which you ran a test
   

3. Click Accept Test
   

   Note:

   The Accept Test button may not appear immediately after a test was run.

Generate Invoices

There are several processes for generating your invoices. You may wish to use a report, or you can use our HTML template to generate PDFs. For the latter, once your invoice template is finalized. These PDFs can be used for eBills, which your users may optionally choose to opt in for electronic billing, and integrations for mail services.

PDF generation happens after you have imported your meter reads or assessed fees. You will want to follow your operation steps, such as testing, billing, and updating balances.

Instructions

1. Click the Operations tab
   

2. Select the same Billing Cycle you charged bills for
   

3. Click the Generate button
   

   Note:

   Progress for invoice generation is tracked in a pop-up at the bottom of the page with a confirmation message when generation is complete.