Generating an interim bill

An interim bill is a utility bill that is created outside of your agency's standard billing cycle, such as a bill for a one-off charge. You can use Create Bill Run to generate interim bills for one or more pre-selected accounts, or you can use the Manage Account Page to create an interim bill for a single account.

  1. Select Billing > Manage Account.
  2. Load the utility account that you want.
  3. On the Maintenance tab, under Bills, click Generate Interim Bill.
    You can also use the Generate Interim Bill link in the Quick Links panel on the Summary tab if that link is displayed. The link is also displayed next to one-off charges in the Pending Activity panel.
  4. In the Bill Type field, specify the type of bill that you're generating.
    You must select a bill type that has been designated for interim bill runs in Bill Type Setup.
  5. In the Bill Date field, specify the bill date for the bill.
  6. In the Due Date field, specify the date the bill will be due.
  7. Specify the date range for which the customer is being billed in the Billing Period and To fields.
    The billing period determines the charges that are included in the bill.
  8. Use the check boxes under Proceed Bills to select the steps in the bill generation process you want to complete.
    Infor Public Sector shows two check boxes, Post Bills and Output Bills. If you don't select either check box, Infor Public Sector will create a bill record and calculate the line item charges, but won't post or output the bill. If you select Post Bills, Infor Public Sector will post the bill to the account by creating transactions for all line items. After a bill is posted it can no longer be recalculated, so if you don't post bills you can review the bill and make any necessary corrections before posting. If you select Output Bills, Infor Public Sector will create the bill output file that is used to print the bill or transmit it electronically.
  9. Click Generate Generate button.