New Bill

New Bill screen is used for generating bills ( invoice) for the services opted by the customer for a given period. When bills are generated, charges that are specific to the billing period for each service are picked up. Generate bill transaction considers the existing contract details and one time sale details. You can also raise provisional bill for the customer through this screen.

Note: Provisional Bill button is displayed in New Bill screen only if the customer is marked as 'Is Provisional' while registering in Customer Registration screen.

To generate bill:

1. On the Billing module, click New Bill.

2. Retrieve customer, operational entity, or partner details. The details like Name, Balance, Contract Details, and One Time Sale Details appear on the screen.

Contract Details: Contract details include the list of available contract numbers along with corresponding plans, billing frequency, previous billing date, contract expiry date, and price of each contract.

One Time Sale Details: One time sale details include the list of available sale order numbers and corresponding unit rate and quantity of each one time sale item.

Note:

• Customer Information with the labels is displayed only when the profile option "Show Labels in Search Control" is enabled.

• Available credit balance is displayed only for external operational entities when Is Visible check box is selected in Layout screen.

3. In the Bill Date box, select the date on which bill should be generated.

4. In the Bill Till box, select the date till which the bill should be generated.

5. Enter Notes, if any.

6. Select the check box against the contracts and one time sale orders for which bill should be generated.

7. Click Provisional Bill button to generate provisional bill.

8. Click the Proforma Bill button to generate an estimated invoice. You can view the generated proforma invoices in List of Bills screen by selecting Bill Type as Proforma.

9. Click the Generate Bill button to generate bill for the selected services. Separate bills are generated specific to the billing period for the availed services.

Note:

• Generated bills can be viewed in List of Bills screen.

• Billing can also be generated for Prepaid contracts.

• By default, transaction date is value date if value date feature is enabled. Else, system date is displayed. You cannot post a transaction on other dates other than the value date and system date if value date feature is enabled.

• Proforma Bill is privilege based.