Catch Up Billing
Last Modified on 07/24/2026 6:06 am PDT
Catch Up Billing is an optional billing method that can be used to help prevent accounts from receiving larger invoice balances when a recurring service is added or increased between billing periods. This method also allows manual charges, and work order charges to be billed incrementally rather than accumulating until the next billing cycle. Catch Up Billing is not intended for use with anniversary or 28-day billing cycles, where the billing period is shorter.
Bill Group Settings
For each bill group that catch up billing is available to, review the Include Manual Charges and Include Work Order Charges check box options in the bill group's Catch Up Billing tab. If these settings are not checked for the bill group, only the added or updated service code for the recurring service will be included when catch up billing is run.
- Include Manual Charges
- Select this check box to include any manual charges that were added directly to a site, not on a work order.
- Include Work Order Charges
- Select this check box to include charges added to work orders such as an equipment delivery charge.
- Enable Auto Pay At Billing
- By default, this box is checked for all new bill groups to allow for the processing of auto pay for this billing batch type.
Create a Catch Up Billing Batch
Catch Up Billing is accessed from the Billing screen and created using the same process as a standard billing batch. Because it is run manually on an as-needed basis, Catch-Up Billing allows you to immediately invoice for new accounts, new services, or mid-cycle service changes (such as adding equipment or increasing service frequency). This is especially useful for longer billing cycles (e.g., Quarterly or Annual), ensuring billable activity is captured promptly rather than waiting for the next scheduled billing cycle.
Catch Up Billing is not intended for use with anniversary or 28-day billing cycles, where the billing period is shorter.
Create a Catch Up Billing Batch
- From the Billing screen, click the green + icon to display the Create Billing Batch popup window.
- Select Catch Up from the Type drop down.
- Select the Bill Group you would like to run catch up billing for.
- Enter the Invoice Date.
- If the bill group included Work Orders and Manual Charges, blue text messaging is displayed indicating the date those charges will be billed through.
- If these options were not included in the Bill Group's Catch Up Billing setup, no text is displayed.
- Enter the Bill to Date.
- This is the date recurring services will be billed through. Blue text is displayed to confirm the date recurring services will be billed through.
After a catch up billing batch has been created, Catch Up will display in the Type column to help identify it on the Billing screen. Follow the billing process workflow to continue processing the batch and generate invoices.
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