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About Billing Rules

  • Created February 2, 2015
  • Author James Browning
  • Category Billing Rules

This option allows you to create a set of billing rules to define your policy and prioritization requirements for payment collections. The configured rules apply to all clients.

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  1. Choose General Settings > Billing Rules to open the Billing Rules screen.
  2. Click Edit to configure billing rules for your contract management clients
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The following options are available:

  • Invoicing – Allows you to configure automated invoicing rules for all your contract clients.
  • Client management – Allows you to configure the maximum length of your client account numbers.
  • Contract management – Allows you to enable/disable contract management rules and conditions, such as collection rules.
  • Access Control – Allows you enable or disable access control, which in turn exposes or hides the Cancel, Suspend and Activate drop-down options under Contract Management > Actions.
  • Accounting rules – Allows you to configure how to allocate receipts.
  • Verification rules – If enabled, this option allows Billdozer to automatically verify a client’s bank account details.
  • Payment collection rules – Allows you to configure payment rules, such as collection date, for your contract management clients.

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Knowledge Base Authors

  • James Browning
    Articles Authored: 124

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