Working with bill batches

Bill batches are created for work that is associated with all revisions of a customer agreement in the billing period. Bill batches can contain transactions from down payments, completed work, or for recurring charges and fees.

Reviewing and completing bill batches
After customers review a bill batch and set the status to Reviewed, you complete your review and finalize the bill batch in the Customer Billing application.
Billable work orders, tickets, and sales orders
Work orders, tickets, and sales orders are eligible to be billed on a bill batch if they meet certain criteria.
Manual copy of work orders, tickets, and sales orders to bill batches
When you prepare a bill batch manually, you can specify which billable work orders, tickets, and sales orders are copied to the bill batch.
Price adjustments to bill lines
You can reduce bill prices by reducing bill line prices by a percentage amount.
Sales tax calculations
Sales tax rates and the rules for calculating sales tax differ from region to region and change frequently. Many service providers have tax calculation processes in their accounting systems or have interfaces between their accounting systems and commercial products that calculate tax.
Bill batch line status
Bill batch lines can have various status values, depending on the stage in the billing process. You can change the line status, view a history of all status changes made to the line, and view a summary of the lines that require review or other action before the bill batch status can be changed.
Bill batch statuses
Bill batches have various statuses as they progress through the billing and payment cycle.

Parent topic: Billing for services