A Work Order and Manual Charges Only billing batch created for an Anniversary Billing Group will now correctly pick up any work order charges and/or manual charges with a transaction date on or before the invoice date selected for the billing batch. This supports the requirement to bill any non-recurring charges for services provided within the month.
Pathway: Accounting > Billing > Anniversary Bill Batch (processed)] > Right click > View Details
Catch-Up Billing batches are primarily intended for billing frequencies with longer intervals, such as Quarterly and Annual billing groups. Since the standard billing cycles for these frequencies occur farther apart, it may be necessary to run a Catch-Up Billing batch to invoice newly added customers and/or bill new charges, service changes, or adjustments made to existing customers after the previous billing cycle. This helps ensure billable activity is captured in a timely manner rather than waiting until the next regularly scheduled billing cycle.