Generate recurring bills
Managers Partners Billers
This topic explains how to generate recurring bills and use the Global Post option to post them.
Generating Recurring Bills
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Select Recurring Bill Generation from the Billing Administration page of the Admin menu.
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Select the Period and Organisation, and any other filters that may be required.
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Enter the Bill Date and Date Format that you would like to use on the bills. It is also possible to enter the Up To date – this will select all recurring bills up to that date within the month.
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If required, click Report to extract a list of recurring bills that will be generated.
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Deselect any recurring bills that you do not want to generate.
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Click OK to generate the selected recurring bills.
The Recurring Bill Generation page allows for the generation of recurring bills within the system. It allows various date settings and filters to be applied before the bills are selected and generated:
| FIELD | DESCRIPTION |
| Period | The period that the recurring bills are to be generated for. |
| Up To | The date within the period that recurring bills are to be generated up to. This works from the Posting Day that is set on the recurring bill. This allows for recurring bills to be generated in batches. |
| Bill Date | The date that will appear on the bills. |
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Date Format |
Allows the required date format to be selected for use with the Date Variables. The default is Full Date. |
| Organisation | Select the relevant organisation or All Organisations. Recurring bills for client attached to the selected organisations will be shown. |
| Partner | Select the partner for which the filter is to apply. Recurring bills for client attached to the selected partner will be shown. |
| Manager | Select the manager for which the filter is to apply. Recurring bills for client attached to the selected manager will be shown. |
| Frequency | Select the frequency of bills. This is based on the frequency that is set on the recurring bill. Recurring bills for the selected frequency will be shown. |
| Batch | Select the batch for which the filter is to apply. Recurring bills for client attached to the selected batch will be shown. |
Recurring bills make use of several date placeholders. A list of available date placeholders can be displayed by clicking the Show Dates link. These will be populated with the values to be used, based on the period and date format selection displayed above.
| FIELD | DESCRIPTION |
| [PreYear] | Year Start of the year prior to the selected period. It is calculated by adding a month to the selected period and then taking away a year. |
| [PreHalf] | Half Year Start of the year prior to the selected period. |
| [PreQtr] | Quarter Start of the quarter prior to the selected period. |
| [PreMth] | Month Start of the selected period |
| [PreEnd] | Month End of the selected period. |
| [CalStart] | Calendar Year start for the selected period. |
| [PostStart] | Start of the next month of the selected period. |
| [PostMonth] | End of the next month from the selected period. |
| [PostQtr] | End of the next quarter from the selected period. |
| [PostHalf] | End of the next half year end from the selected period. |
| [PostYear] | End of the next year from the selected period. |
| [CalEnd] | Calendar Year End for the selected period. |
Add the bills to be generated on the Select Bills tab using the Add Bill action. An option to Add All is also available. Additional actions are View Client and Edit Bill.
The selected bills can be generated from the Generate tab. Click Generate to process and generate the recurring bills. Once generated the bills will appear in the Recurring Bills portfolio of the Billing portfolio.