Billing Policy Setup Instructions

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Overview

This document provides a step-by-step guide to setting up a billing policy for the first time.

Prerequisites

  • Access to the billing system with administrative privileges.

Steps

  1. Access the Menu
    - Click on the Menu.

  1. Navigate to Billing Policy Setup
    - Under Admin, go to Billing Policy Setup.

  1. Search for the Client
    - Enter the client's details in the search bar.

  1. Add a New Policy
    - Click Add.
    - Select Policy Type.
    - Select the unit the client is staying in.
    - Input the reservation number.
    - Input start and end date for billing.
    - Input the next billing date.
    - Input the time intervals for billing.
    - Input Billing Cycle Limit if applicable.
    - Input the account type if it is an Account Receivable policy.

  1. Add Products/Services
    - Under Products/Services, click Add.
    - Input Product Group, Product Label, and quantity.
    - Select the Rate Type. If it is a User Defined Rate, input Base Rate manually. Otherwise, select Pull from Product Rates.
    - Select the appropriate label for the Cumulative Amount.
    - Set the Maximum Amount if necessary.
    - Add Taxes if necessary and click Add.

  1. Finalize and Activate the Policy
    - Add invoice comments and notes if necessary and click Submit.
    - Click Activate to set the policy to active.

Troubleshooting

  • Ensure all fields are correctly filled before submitting.
  • Verify client details and reservation numbers for accuracy.
  • Check administrative privileges if options are not visible.