Billing (Accounting) - Enhancement to Support Vacation Hold and Credit Holds (22191, 22192) [Enhancement]

Two new settings are available under Setup > Accounting > Bill Group:

• Do Not Bill Credit Hold
• Do Not Bill Vacation Hold

When enabled, the applicable setting prevents recurring services from being billed while an account is on hold.

Under Setup > Accounting > Service Code, the existing Bill While on Credit Hold setting has been renamed to Bill While on Hold.

This setting overrides the Bill Group configuration and allows an individual Service Code to continue billing while an account is on hold. This can be used for charges that are not dependent on service completion, such as rental charges.

When Bill While on Hold is enabled for a Service Code, only those applicable recurring charges will continue to bill while the account is on hold. Other recurring services will be excluded based on the Bill Group configuration.

If an account was billed in advance before being placed on Credit Hold or Vacation Hold, the system will calculate the applicable credit after the hold is removed.

The system looks back to the previous invoice containing recurring service charges and calculates the credit based on the number of calendar days the account was on hold. The start and end dates of the hold are included in this calculation.

For example, a hold from September 1 through September 5 is calculated as five calendar days.

The resulting credit is reflected on the invoice as a system-generated hold credit line item. When multiple hold periods occur within the same billing period, each applicable date range is included and only distinct hold days are credited.

Hold credit date ranges are also displayed on the Single Invoice Preview and supported invoices.

1.  Billing Summary

The Billing Summary section of the Accounting > Billing screen now includes a Vacation/Credit Holds summary. This displays the number of invoices containing Vacation or Credit Hold prorations along with the total dollar amount of those prorations.

Select the Vacation/Credit Holds link to open the Vacation & Credit Hold Detail screen.

2. Billing Details

Within the View Details screen, an icon is displayed for invoices containing a Vacation or Credit Hold proration. Hover over the icon to display the following message: “This invoice contains a vacation or credit hold proration.”