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The settings defined within Manage Billing Cycle work with CES to automatically generate your bills.  You define the cycle dates, for example, do you bill from the first to last date of the month, or from the 15^th to the 15^th, etc.  Once enabled, CES generates bills

 on the specified Billing Date.  Once your billing cycle and dates are established, you then define each billing cycle’s due date.

Enabling and Creating a Billing Cycle 

1.       Click the Accounting menu.

2.       In the Navigation pane, click Accounts and then Unofficial Accounts.

3.       There are two ways to manage the billing cycle:

·         Within the tool bar directly the Navigation pane, click the Manage Billing Cycle button

·         Within the Actions pane, click the Manage Billing Cycle Plan link. 

4.       With either option, the Billing Cycle Plan window opens.  There are two panes of information, the top pane allows you to enable and design the cycles.  The lower pane displays the complete cycle details. 

5.       Within the Show ribbon group, click the Unofficial button.

6.       Within the Unofficial Billing Cycle Plan pane, click the radio button next to Enable.

7.       The lower panes become available, within the upper pane complete the following billing cycle information:

·         Fiscal Year Starting Date – click the dropdown arrow to access a list, from the list select the start date of your fiscal year.  You can choose January 1^st, October 1^st or another date (by selecting Other date).

·         Dates between Bill To and Billing – click the dropdown arrow to access a list, from the list select how many days you want between the time the cycle ends and the bill is generated.  For example, if you your billing cycle ends on the last day of each month and you want to generate your bill on the 5^th of the next month, select 5.  Allow enough time to ensure the end-of-month work orders and call records are in the system. 

·         Dates between Billing and Due – click the dropdown arrow to access a list, from the list select how many days you want to allow between when you generate the bill and the bill’s payment due date.  For example, if you want to allow 2 weeks between the two, select 14, you can choose any number between 0 and 25. 

8.       Once you complete the information, the lower pane displays the complete billing cycle for the calendar year.  

9.       Within the Actions ribbon group, click Save (to save and stay), or click Save & Close (to save and exit).

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