Performing a billing run
Once you've got all your charges assigned to your customers, it's time to do a billing run.
First, click on the Billing Runs icon at the top-right of the screen and on the drop-down that appears, click the Start New Run option.
This will take you to the Billing Run wizard.
Billing Period
The first step of the run is the Billing Period, where you'll be specifying the period you wish to bill your service charges and the period you wish to bill your voice, data and SMS charges.
Service Charges Billing Period
Month
Using the Month field, you're able to specify which month you wish to bill your service charges.
This will include any service charges that start in the selected month, are ongoing in the selected month or end in the selected month.
For recurring charges that start and end in the selected month, Billingbooth One will pro-rata these charges as needed.
Include old unbilled charges
If you wish to also include charges that haven't yet been billed, despite occuring before the selected month, check the Include old unbilled charges field.
Voice, Data & SMS Billing Period
Period
The Period field has two options:
Default - Generally, telecoms resellers will bill voice, data & SMS charges in arrears, often for the month preceeding the month service charges are billed.
For example, if you selected May as the month to bill your service charges, the Default option for Period would bill voice, data & SMS charges for April.
Custom - Selecting this option reveals the Date Range field, which allows you to specify exactly which date range you wish to cover for your Voice, Data & SMS charges.
Who to bill
Who to bill
Type
The option you select with the Type field, determines which field appears after it.
Group - This will allow you to select the corresponding customer group to bill using the Group field, where all customers that feature in the selected group will be billed if they have charges applicable to the billing period you selected in the previous step.
If an anniversary billing group is selected (only visible due to it being set to Manual), you will be able to specify which anniversary billing date you're targetting by using the Anniversary Billing Day(s) field.
Specific Customers - This allows you to use the Customer field which appears to search for and select specified customers to bill, if they have charges applicable to the billing period you selected in the previous step.
What to bill
What to bill
You can choose to bill service charges, Voice, data & SMS or both. There may be a scenario under which you want to exclude calls, so unticking Voice, data & SMS would allow you to issue a billing run purely for service charges.
At least one of the checkboxes needs to be ticked to proceed to the next step of the billing run.
Service charges
Previously billed lets you choose whether you want to include previously billed charges for the selected billing period. The ramifications of unticking this checkbox are covered in our billing periods article.
Filter categories lets you filter charges by specific product categories, allowing you to bill a subset of charges.
Charges preview
This screen allows you to see exactly what charges you're about to bill.
The Total amount to be billed and Total tax amounts adjust based on the customers you've selected in the billable customer listings underneath.
To select or deselect a customer to be billed, check or uncheck the customer's corresponding checkbox respectively to the left of the line item.
To select or deselect all customers listed, check or uncheck the checkbox to the left of the Name column heading respectively.
To sort the listings by a particular row, click the arrow icons to the left of the respective heading to order in ascending/descending order as needed.
To see a specific customer's charges, click the respective customer's name in their corresponding listing.
Once you're happy with what you're about to bill, click the Next button to proceed to the final step of the billing run wizard.
Options
Options
Invoice Issue Date
Use this field to specify what issue date you'd like invoices created during this billing run to feature.
Invoice Start Number
This field allows you to designate the starting invoice number of this billing run.
Automatic - The numbering will carry on from where it previously left off. If this is your first billing run, it will start from 1.
Manual - This allows you to enter a specific invoice number to start from.
INFO
Your invoice number cannot be lower than a previously billed invoice. For example, if you have an invoice #250, Billingbooth One will consider invoices 1 - 250 billed, so you can only designate a number greater than 250.
Suppress Email Delivery
If you don't wish emails with the generated invoices to be sent out following the completion of this run, check this field.
There is also a global option to allow you to suppress emails by default. Head to Settings > General and then check Suppress Email Delivery.
Suppress Integrations
If you don't want associated integrations to activate following the completion of this run, check this field.
There is also a global option to allow you to suppress emails by default. Head to Settings > General and then check Suppress Integrations.
Starting a run
Once you're happy with everything (it's always worth double-checking to be sure), click the Start billing run button to perform the billing run.
If you've already made a billing run for your specified Billing period, Billingbooth One will alert you if you wish to proceed or not.
Otherwise, it will let you know the run has started and take you to the Billing run details screen.
This screen gives you various information about the progress of your billing run and what's included.
It also showcases the status of each billable customers Invoicing, Payment and Delivery.
If you wish to view the generated invoice for a customer, click the respective customer's invoice icon.
Alternatively, you're also able to view all invoices issued to a particular customer, by clicking on the respective customer's name in the listings.