Billing

Billing runs generate service charge invoices for all units in a billing period. A billing run calculates each unit’s share of the budget based on its lease schedule allocation, creates individual invoices, and optionally emails them to unit owners.

Each billing run can be previewed before posting to check amounts are correct. The Billout action posts the invoices to the ledger, and Mail Charges sends the invoice PDFs to unit owners by email. Once billed, the individual invoice records can be found in the Service Charges section.

List View

table_rows Show Columns

Column	Type	Description
Name	text	The name of this billing run, typically identifying the schedule or cycle it relates to.
Cycle	picklist	The budget cycle (financial year) this billing run belongs to.
Status	picklist	The current stage of this billing run — Editing (being prepared), Proposed, Accepted, Billing (invoices being generated), or Billed (all invoices raised).
Billed	link	The total amount invoiced to unit owners in this billing run — click to view the individual invoices.
Outstanding	link	The total amount still outstanding and unpaid from this billing run — click to view the outstanding invoices.
Notes	longText	Internal notes about this billing run.

Detail View

table_rows Show Fields

Field	Type	Description
Name	text	The name of this billing run, typically identifying the schedule or cycle it relates to.
Cycle	picklist	The budget cycle (financial year) this billing run belongs to.
Status	picklist	The current stage of this billing run — Editing (being prepared), Proposed, Accepted, Billing (invoices being generated), or Billed (all invoices raised).
Billed	link	The total amount invoiced to unit owners in this billing run — click to view the individual invoices.
Outstanding	link	The total amount still outstanding and unpaid from this billing run — click to view the outstanding invoices.
Notes	longText	Internal notes about this billing run.

Available Actions

No actions available.

Related Tabs