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Before You Start

Before you do any 'Actual' Billing Process options, we highly suggest running a 'Test' first - this is called Pre-Processing in i-Pak. Each of the 5 main Billing Procedures: Auto Charges, Finance Charges, Open Statement Invoices, Statements and Reminders have a Pre-Processing option as well as an Actual option. In addition, we have provided 2 additional Pre-Processing options: Open Statement Invoices with Auto Charges and Statements with Auto Charges - these options are very IMPORTANT to run before purchasing new Invoices or Statements, so you can verify the format of your bills with the output from the system

Prior to Billing be sure the following items are complete and up-to-date as they could affect billing output.

Day End - make sure a Day End was run the night before billing to ensure all necessary prorations were processed.

Cash Receipts – make sure all related batches are posted and the Transaction Processor complete so balances on customer's bill are as up to date as possible.

Unapplied - run a report of all Unapplied and apply any unapplied amounts to open invoices.

Sales & Adjustments – make sure all related batches are posted and the Transaction Processor complete to ensure all current month extra charges are shown on a bill.

Work Orders – make sure all related work orders for the month are toggled and posted and the Transaction Processor complete. Run an Open Work Order List to verify all work orders for month are closed or if open should still be open.

Paperwork - make sure service changes updated, new services entered, etc.

Messages  - Update the Message Master to include any message you want printed on the bills - 'Happy Holidays', 'Happy 4th of July', 'Please remember to unfreeze your container', etc.

Templates - Update Auto Charge templates with the new Charge Description for the new billing period.