7.7. Batch Billing

This function enables you to create billing statements and reminder statements for all billable clients as opposed to billing each one individually. In order for the query to run, the business partner, insured period and the balance itself must have the Include in Billing Statement check box selected.

Batch Billing icon

Click the Batch Billing icon on the Periodic Function folder on the SICS workstation desktop to open the Batch Billing - Balance Selection window.

You select the balance type you want to include the batch and also choose which document template to use.

As batch billing could include a large number of partners, you can specify selection criteria, which returns only business partners that definitely have unsettled or partially settled balances. You can select the criteria for the balances to bill by selecting Type of Business, Legal Reporting Unit, Base Company and Level of Business.

The query is run when you click Run Batch.

When the query is completed you see the confirmation window that informs you of the number of business partners meeting the criteria. This window enables you to proceed with the billing all partners or to select a subset of business partners to proceed with.