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

Column	Type	Description
Name	text	The name of this billing run.
Cycle	picklist	The budget cycle (financial year) this billing run applies to.
Status	picklist	The current stage of this billing run — from Editing through to Billed.
Billed	link	Total amount billed to unit owners in this run.
Outstanding	link	Total amount still outstanding across all invoices in this run.
Notes	longText	Internal notes about this billing run.

Detail View

Field	Type	Description
Name	text	The name of this billing run.
Cycle	picklist	The budget cycle (financial year) this billing run applies to.
Status	picklist	The current stage of this billing run — from Editing through to Billed.
Billed	link	Total amount billed to unit owners in this run.
Outstanding	link	Total amount still outstanding across all invoices in this run.
Notes	longText	Internal notes about this billing run.
Schedules	grid	The lease schedule lines included in this billing run, showing amount per schedule.
Schedule	picklist	The lease schedule this line applies to.
Budget Code	picklist	The income budget code for this billing line.
Total	number	Total amount to be billed for this schedule.
Billed	number	Amount already billed for this schedule.
Mail merges	grid	Mail merge runs associated with this billing, used to notify unit owners.
Name	text	The name of this mail merge.
Todo	number	Number of emails still to be sent.
Done	number	Number of emails successfully sent.
Status	text	Current status of this mail merge.

Available Actions

add_circle

euro_symbol

mail

Action	Description
add_circle Show Unit	Pick unit to show charges for
euro_symbol Billout
mail Mail Charges

Related Tabs

home

attach_file

home	Main	Shows the main form fields as described above
attach_file	Attached Files	Files attached to this billing run.

Attached Files

Files attached to this billing run.

Examples

No scenarios available.