Scheduled Billing - Invoice Generation and Regeneration
See the attached document for complete information.
The attached document will provide an overview of the steps a user,
with no security restrictions, will take in order to generate scheduled
invoices (billings) within ASPIRE. The
concept of a scheduled invoice is separate from a miscellaneous invoice in that
scheduled invoices are tied to the source contract’s payment schedule whereas a
miscellaneous invoice is in addition to the schedule or to the account.
In order to run a scheduled billing batch
that generates invoices a contract must exist with an un-invoiced payment
stream – these instructions are out of the scope of this guide.
In addition to having valid contracts to
invoice, the ASPIRE instance must also have invoice codes configured which
reference correctly structured invoice templates, again outside the scope of
Attached Document - Table of Contents
Scheduled Billing - Invoice Regeneration & Redistribution
See the attached document for details The attached document steps through the process of regenerating invoices on the Tasks > Scheduled Billing screen.
ASPIRE Subscription Billing
Please see the attachment for more details. Attached is a short presentation created around ASPIRE subscription-based billing capabilities. Note that in this instance, examples of ASPIRE subscription-based billing include: - Maintenance pass-through ...
Miscellaneous Billing Miscellaneous one-time charges can be billed to a contract by using the Miscellaneous Billing function in ASPIRE. Go to Tasks > Accounts Receivable > Miscellaneous Billing. This is a batch process that will allow the user to ...
The ASPIRE Advanced Billing module provides its users with the ability to configure an unlimited number of statement and invoice templates. These templates can ultimately be printed and mailed for distribution, or stored and e-mailed to customers ...
Billing Adjustments - Processing a Credit Memo
Billing Adjustments Credit Memos Process a credit memo for a paid or unpaid invoice 1. Go to Tasks > Accounts Receivable > Billing Adjustments 2. Enter in the following information: a. Finance Company b. ...