Charge Preferences

The following options are available on the Charge subtab.

• Group Charges By

  Use the dropdown list to chose the field you want to use to group charges on invoices. When you create a customer invoice, all charges with the same information in the selected field are combined on a single line on the invoice.

  Note:

  When you bill charges on the Invoice Billable Customers page, a separate invoice is created for each grouping. The invoices created include line items for each grouped charge.

• Map To

  If you're grouping charges based on a custom field, use the dropdown list to select the invoice field to which you want to map that custom field. When you create an invoice, the information from that custom field populates the field you select.

• Automatically Add Charges to As-Of Date to Invoices, Cash Sales, Credit Memos, and Cash Refunds

  Check this box to provide a distinction between to transaction date (Date field) and the as-of date. Checking this box may affect system performance.

  Use the As-of Date field when you need to separate the date when charges are added to an invoice from the transaction date. The transaction date impacts the general ledger, but the as-of date doesn't.

  Note:

  If you don't check this box, you can add charges on these transaction types by clicking the Add Charges button on the transaction form.

  If you create a sales order after running charges, those charges aren't linked to the sales order and won't transfer to the invoice. To view the charges that were created by the sales order, delete the existing charges and rerun the charge.

• Default Recurring Invoice Date

  The Default Recurring Invoice Date preference sets the invoice date for recurring invoices created from the bill run operations or the Invoice Billable Customers page. This option is available when you enable the Charge-based Billing and Billing Account features.

  Select from the following options:

  • One Day Before Next Bill Date – sets the invoice date to the billing account’s next bill cycle date minus one day.

  • Next Bill Date – sets the invoice date to the billing account’s next bill cycle date.

  • Invoice Creation Date (default) – sets the invoice date to the date the invoice was created, or the date of the bill run.

  • System Default Transaction Date

    • For bill runs, this option sets the invoice date to today plus transaction date offset.

    • For Invoice Billable Customers, this option uses the invoice date you enter on the page.

  Note:

  This preference applies only to recurring invoices. Non-recurring invoices use the date you enter on the transaction.

General Notices