Creating an interim bill run

Interim bills are utility bills that are created outside of your agency's standard billing cycle, such as bills for one-off charges. Interim bills are always created for pre-selected accounts, so you must pre-select the accounts that you want to include before generating an interim bill run. You can also use the Manage Account page to generate an interim bill for a selected account.

See Adding a one-off charge, Pre-selecting an account for billing and Generating an interim bill.

Select Billing > Bill > Create Bill Run.
Specify this information:

Run Type

Select Interim.

Bill Type

Specify the type of bill that you're generating.
You must select a bill type that has been designated for interim bill runs.

Bill Date

Specify the bill date for the bills in the run.

Billing Period

Specify the beginning of the date range for which customers are being billed.

To

Specify the end of the date range for which customers are being billed.
The billing period determines the charges for which customers are billed. For example, if you're generating bills for a metered service, the billing period dates determine which meter readings will be used.

Due Date

Specify the date the bills generated in the run will be due.

Post Bills

Select this check box if you want to post the bills to the associated accounts. To post bills, Infor Public Sector creates transactions for all line items. Bills can no longer be recalculated after they are posted, so you may want to delay posting the bills so you can review them and make any necessary corrections.

Output Bills

Select this check box if you want to create the bill output file that is used to print the bills or transmit them electronically.
Under Occurrence, select Immediately if you want the bill run to start right away, or select Scheduled to schedule the bill run for later.
If you selected Scheduled, specify the date and time you want the bill run to start.
When you're ready to initiate the bill run, click Generate .
A dialog box is displayed saying that the bill run was successfully scheduled for the present time or, if you selected Scheduled, for the date and time specified.
Click Close to close the dialog box.
Infor Public Sector shows information about the progress of the bill run at the bottom of the page, such as the current status and the number of bills processed so far. While the bill run is in progress, you can click the Refresh Progress Status button to update the text under Progress with the most current information.