Results for “billing”

23 documents in BMS Cloud.

Overview

About Billing

billing/overview.md

# Billing Billing is where a signed agreement becomes money. Every month it answers one question for every contract you hold: *what does this customer owe us for the month just gon…

Reference

Billing period, transaction and invoice statuses

billing/reference/billing-period-and-transaction-statuses.md

# Billing period, transaction and invoice statuses Three records carry a status through the monthly run, and they are easily confused because two of them can read *Completed* at on…

Explanation

How contract billing works

billing/explanation/how-contract-billing-works.md

# How contract billing works A managed print or equipment rental agreement is really two agreements wearing one coat. The customer pays a fixed amount for having the device — the r…

How to

Run the monthly billing review

billing/how_tos/run-the-monthly-billing-review.md

# Run the monthly billing review This is the recurring job: check the month's transactions, release the ones that are right, and turn them into invoices. **Before you start**, know…

Explanation

About reconciliation

billing/explanation/about-reconciliation.md

…ery that settles what was committed against what was actually used, and it is the part of billing that generates the most questions. ## The problem a minimum creates Consider a cus…

Reference

Contract charges and rates

billing/reference/contract-charges-and-rates.md

…lume. | A metered charge with a minimum volume also carries a reconciliation state; see [[billing/reference/reconciliation-settings|Reconciliation settings]]. ## Charge components …

Reference

Contract statuses and actions

billing/reference/contract-lifecycle.md

…ng | |---|---| | **Draft** | Fully editable. A contract at the start of its life, with no billing periods generated. | | **Active** | Billing periods have been generated. The contr…

How to

Correct a period that was billed wrong

billing/how_tos/correct-a-billed-period.md

…ecessarily leaves an audit trail that has to be explained. **Before you start**, open the billing period and note two things: the transaction's status, and whether **Linked Invoice…

How to

Enter or request meter readings

billing/how_tos/enter-or-request-meter-readings.md

…ith a form to return their counts. To request readings for a whole group at once, go to **Billing → Billings**, select the **Open** tab and your billing group, then use **Manage Me…

Tutorial

Follow one contract through a month

billing/tutorials/follow-one-contract-through-a-month.md

…is tutorial you will have traced a single contract from its agreement through one month's billing to the invoice the customer received, and you will be able to read any billing scr…

Reference

Reconciliation settings

billing/reference/reconciliation-settings.md

…um. Two settings on the contract control it, and they appear together in the contract's **Billing Details** panel. | Setting | Values | |---|---| | Reconciliation type | None, Basi…

Reference

Agent Types

agents/reference/agent-types.md

…ort Service, Generate RCTI Invoice?, RCTI Prefix and RCTI Sequence. > [!NOTE] > **The two billing questions are not the same and are not opposites.** *Do we > bill on behalf of thi…

Reference

Background Jobs

admin/reference/background-jobs.md

…d Jobs.** Automated tasks BMS runs without user input — scheduled imports, index updates, billing cycles, the nightly journals. ## Columns | Column | Description | |---|---| | Desc…

How to

Connect A Xero Organisation

xero/how_tos/connect-a-xero-organisation.md

How to

Getting around

getting-around.md

…Filter | > [!IMPORTANT] > **Filters persist across screens as well as across visits.** In Billing in > particular, the billing-month and billing-group filters carry over between > …

Explanation

How Invoices Reach Xero

xero/explanation/how-invoices-reach-xero.md

…ration does. ## Three modules, one destination Sales invoices arrive from three places. **Billing** raises them from contracts, **Service** from completed jobs, and **Sales** from …

Overview

overview.md

…Deals and quotes: configuring what is being proposed and tracking it to a decision. | | **Billing** | Customers, assets, contracts, billing periods and invoices — the agreement and…

Reference

The Jobs Index

service/reference/the-jobs-index.md

… job takes: | Field | Purpose | |---|---| | Service Contract | Links the job to an active billing contract for the customer | | Job Category | The type of work — Copy Quality, Pape…

Reference

Users Roles And Licences

admin/reference/users-roles-and-licences.md

…that account | ## Roles are per module A user holds a separate role in each module — CRM, Billing, Service, Stock, Sales and others — and **no role in a module means no access to i…

Explanation

What Crm Shares With The Rest Of Bms

crm/explanation/what-crm-shares-with-the-rest-of-bms.md

# What CRM shares with the rest of BMS A CRM account and a billing customer look like two records for one company, and people reasonably ask which is the real one. Both are, and th…

Reference

What Syncs With Xero

xero/reference/what-syncs-with-xero.md

…ata and for payment. ## Pushed to Xero | From BMS | Origin | |---|---| | Sales invoices | Billing, Service and Sales | | Purchase invoices | Stock, including those generated by age…

Reference

Where Xero Touches Bms

xero/reference/where-xero-touches-bms.md

…ng for the background run | That first row explains the most common piece of confusion in Billing: the Complete action is unavailable and nothing says why. **Xero is holding it.** …

Explanation

Why Xero Has No Screens

xero/explanation/why-xero-has-no-screens.md

…ntegration is not a place you work Nobody's job is "doing Xero". People raise invoices in Billing, receive goods in Stock, and complete jobs in Service — and the accounting consequ…