you can run a bill, you must set-up your Billing Cycle; this determines the
dates of the billing period, run month, run date and due day of the bill. Each
bill run is determined by the billing cycle.
the Billing Cycle Plan, there is a Run Month and Run Day. These determine when
cairs.net is allowed to generate the bill. For example, if you have the
Bill Start Date – January
End Date – January 31
Run Month – February Run
Day – 6
All charges between the 1st
and 31st of January are included in the bill.
The bill cannot be
generated before February and not before the 6th. This allows you to
review and correct any issues with accounts, if necessary.
If you put a request to
generate the bill before February 6th, the bill will not generate
until the 6th. You will see the request as Not Yet Started, on the 6th
you will see a In process status.
If you put click on the
Run Bill link on the 7th, the bill runs right away, there is no wait
Click the Accounting menu.
the Navigation pane, click Accounts, then Official Accounts.
Click the plus sign (+) next to Official
Accounts to access the submenus. Click Run Bill Requests – Official.
Before the list of bills generated or are
in the process of being generated are populated in the pane to the right you
must click the Show All button. The most recent bills appear at the top of the
you run a bill, it is a good idea to make sure that no other bills relates to
the billing period. Pay close attention to the Status column, this column
displays whether the bill is completed, in process, or not yet started.
Within the Actions pane, click the Run
Bill – Official link
you click the link, a message box appears.
As stated in the message, the bill runs based on the billing cycle’s run
month and run day. You have the option of viewing the cycle plan by clicking
the View Cycle Plan button.
Click on Yes to continue the run bill
process, this process may take several hours to complete.
A status box appears with the following
Processing # of #
Accounts Closed and Suspended
9. The status box stays open until the bill is
completed. To view the complete details of the bill, click the View Details
button. This General – Billing Cycle window opens. This window displays three
panes of information:
General Information – this pane displays
the status of the bill, including start time, total accounts processed, total
bills succeeded, total bills failed, to name a few fields.
Bills Generated – once cairs.net generates
a bill for an account, the account number lists within this pane. The pane
displays such information as total payments, total charges, etc.
Failed Bills – if cairs.net is unable to
generate a bill for an account, the account number displays within this pane.
Any additional information that cairs.net can provide also displays.
10. To make sure you are viewing the most current
information, click the Refresh button within the Actions ribbon group.
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