Creating a Billing Schedule

Create a billing schedule to include one or many invoice periods. Charges can be applied to one or more invoice periods within a billing schedule. You must create a billing schedule in order to create invoices for customer accounts.

To create a billing schedule:

1. Click Schedules to open the Schedules module.
2. Click Create Schedule to create a new schedule and complete the following fields:

   Property	Description
   Description	Description of this billing schedule
   Begin Date	Start date for the billing schedule. Note that this cannot be earlier than the end date of any existing billing schedules
   End Date	End date of the billing schedule. Typically a billing schedule will cover an irrigation season.
   Interval Offset	Invoicing period duration within the billing schedule. Charges are grouped within the invoice period. For example, set this to three months to generate invoices every three months.
   Invoice Date Offset	Number of days to add to the end of the invoice period to set the invoice date. The invoice is due on the invoice date plus the number of days specified in the Payment Terms
   Payment Terms	Number of days after the invoice date before the customer is required to make payment. Note that this is not enforced in the code as payments are not linked to specific invoices.

3. Click Save to save your changes.