Lesson 5: Batch Invoicing of Miscellaneous Charges

Upon completion of this lesson, you will be able to add miscellanous charges to all non-retired user statements in a single batch.

Some organizations have the need to do periodic assessments (i.e. charges for all users).  Simply follow the step-by-step instructions below to do this.

1. To get to the Miscellaneous Assessments page, select Billing Admin >> Batch Invoicing >> Misc Assess. as seen in the menu below.

2. Next you will need to specify the invoicing parameters below.  The invoice date will be the date of the transaction on the statement.  The item will determine the description of the charge, the amount of the charge, and the income account for accounting purposes.  If the item you need does not exist, you can create it through the Item Maintenance screen at Billing Admin >> Data Maint >> Items.  When all parameters are set as desired, click on the "List Charges" button to see the proposed charges. 

3.  If the "Amount" column is incorrect, the rate must be changed in the Item Maintenance screen.  Once the proposed charges look OK, click "Add to statement."   This will add invoices for the item specified to each of the statements of users in the list.