You can create static groups by selecting members from lists and with a search. The membership of a static group remains constant. You can create a dynamic group from an existing saved search or you can create a new saved search when you create the group. You can change any group into a billing group by checking the Billing Group box on the group.ĭynamic group membership changes to include anyone that meets the criteria defined in a saved search. For more information on groups, read Working with Groups. Creating Billing GroupsĪ billing group is a group of customers for which you want to create bills. For more information on billing accounts, see Creating Billing Accounts. When using billing operations to process billing accounts, you might reach up to 100,000 processing lines. Reasons why not all invoices are processed during a billing operation include:Ī charge is created after billing operations begins processing chargesĪ single billing operation can process up to 100,000 processing lines Schedule a billing operation for a convenient time for your business If a billing operation does not process all invoices, you have two options: When entering an immediate bill run (Process Billing Operations), the billing operation occurs in the user’s time zone. If you are unsure of your company time zone, you can find this information by going to Setup > Company Information > Time Zone. You can also enter a date that occurs before the scheduled billing operation.
When the January 26 billing operation runs, it will include future charges up to January 31. In the image below, the billing operation is scheduled for January 26 and the Next Bill Run As Of Date is January 31. Use the Next Bill Run As Of Date to set the date for which you want charges billed. On the Billing Operations Schedule page, after a Next Time is entered, an in-line message appears indicating when the billing operation will run in the database maintenance time zone.
In the image below, a user is located on the east coast of the United States (U.S.). When processing scheduled billing operations, NetSuite uses the database maintenance time zone. By default, both the Credit Memo Run and Bill Run boxes are checked. You can also create a Credit Memo run from the Billing Operations page. When viewing a list of bill runs, you can view a list of all invoices and cash sales by clicking the Submission ID column. You cannot schedule a billing operation to run after the 28th of the month. In addition, you can view all bills being created during the times you scheduled. After bill run schedules are created, you can review them. You can view and create bill runs by going to Billing > Billing Operations > Process Billing Operations. Viewing and Creating Bill Runs and Credit Memo Runs For more information on Intercompany A/R accounts, see Creating Intercompany Accounts. To set the Eliminate Intercompany Transactions box, go to Setup > Accounting > Chart of Accounts > New. An A/R account is designated as an Intercompany A/R account if the Eliminate Intercompany Transactions box is checked for that account.
To process Billing Operations for an Intercompany A/R account, make sure an Intercompany A/R account is selected on the Billing Operations page. When billing operations run, rating runs and credit memo runs occur before invoicing billable customers. If you are using the A/R clerk role, the options are available from the Billing menu. If you are an administrator, the menu options for Process Billing Operations and Schedule Billing Operation are available from the Transactions tab. Under Billing, check the Billing Operations box.
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