Billing User Guide

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About this guide
Overview
Billing process flow
Integration of Billing with other Infor solutions
Billing user roles
OS Portal overview
Accessing FSM in Infor OS Portal
Dashboard
Invoices and credit memos
Invoice sources
Types of invoices
Shipment-related invoices
Creating invoices and credit memos
Creating invoices with line items
Creating invoices with charges
Creating invoices with comments
Releasing invoices
Printing invoices
Removing hold codes from invoices
Grouping prices for unreleased invoices
Creating invoices from order
Adjusting bills or creating a billing invoice from an existing invoice
Maintenance on invoices
Down payments in billing
Front end split for billing invoice sales accounts
Purging billing invoices
Purging customer recurring invoices
Pricing worksheet
Creating pricing worksheets
Purging base list worksheets
Updating base list worksheets
Recurring invoices
Required setup to run recurring invoices
Creating recurring invoices
Master recurring invoice
Creating a master recurring invoice
Creating recurring invoice items
Creating recurring add-on charges
Creating recurring invoice comments
Customer recurring invoice
Creating customer recurring invoices
Creating customer recurring invoice lines
Creating customer recurring add-on charges
Creating customer recurring invoice comments
Zero-after option
Managing quantities on recurring invoices
Recurring charge entries control
Recurring invoice frequency control
Billing frequency calculation
Invoice and credit memo print and update
Invoices eligible for printing
Editing invoices before printing
Invoices and credit memo print
Printing invoices and credit memos
Creating and sending electronic invoices
Creating and sending electronic invoices
Invoices and credit memo print
Subsystem update with invoice information
Updating invoices and credit memos
Invoice and credit memo interface
Billing period close
Billing period closing options
Closing the billing period
Billing standard application reports and lists
Electronic payment overview
Electronic payment processing
Authorization
Authorization attempt
Authorization failure
Troubleshooting failed authorizations
Authorization from an invoice
Electronic payment processing for ship immediate orders
Settlement
Settlement failure
Electronic payment invoice release
Authorization and settlement options
EP transaction accounting
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