Anniversary 4 Week Billing (28 Day)
Last Modified on 12/02/2024 9:49 am PST
The 28-day anniversary billing system operates on a cycle that initiates billing every 28 days from the first billing date after the start of service. This document outlines the essential components of the 28-day billing setup, including the logic that drives the cycle, the configuration process, and key steps in the pre-billing review. These elements ensure a consistent and accurate approach to recurring billing.
Logic
- Anniversary billing begins with the first billing processed for an account after the service start date.
- Example: If service starts on 11/01 and billing is processed on 11/02, the account will be billed again 28 days from 11/02.
Setup Requirements
Permissions
Pathway: Setup > System > Permission
The following permissions are required to set up and process 28 Day Anniversary Billing:
| Permission ID | Permission Name | Purpose |
| 22 | Setup \ Accounting | Required for Bill Group setup. |
| 109 | View Billing | Required to view the Billing screen and create and process a batch. |
| 110 | Add Billing Batch | Required to create a billing batch. |
| 111 | Post Billing Batch | Required to post a billing batch. |
Bill Group
Pathway: Setup > Accounting > Bill Group
Configuration for 28 day billing is established at the bill group level by selecting 'Advance' from the Type field and the 'Anniversary 4 Week' option from the Frequency field. Additional setup selections should be made based on your company's billing procedures. Further documentation on the Bill Group screen and the setup fields it includes can be reviewed here: Bill Group Setup.
Process Billing
Pathway: Accounting > Billing
Similar to other billing procedures, review the Pre-Billing Analysis screen to verify accuracy, confirm billing details, and ensure all account charges are correct before processing invoices. Additional information about the billing process can be reviewed here: Pre-Billing Workflow.
To prevent the anniversary date from resetting, billing must be run daily, including holidays and weekends. To avoid any lapses, run anniversary billing for those days either in advance, or on the first day back.
Related Articles
Create a Billing Batch
Pre-Billing Workflow
Process and Post a Billing Batch
