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For X Dispatch 19.0 or newer. See here for older Operations App is continuously updating and page layouts may differ. See here for other versions. |
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To view and/or edit billing cycles, the "Billing Cycles" and/or "Edit Billing Cycles" user permissions must be selected. See Users (Desktop Classic Operations App). |
Go to Maintenance > Billing Cycles.
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Field Name | Description |
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Billing Cycle ID | Unique ID number. |
Description | Description or the name of the billing cycle. |
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How to Add a Billing Cycle
- Go to Maintenance > Billing Cycles.
- Click the Image Removed button.
Alternate Steps
- Click the arrow next to the New button, or press Alt + N keys.
- Select Billing Cycle.
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- Scroll to the bottom of the list of billing cycles and add the new billing cycle in the empty row.
- Click the save icon Image Added in the toolbar.
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How to Edit a Billing Cycle
- Go to Maintenance > Billing Cycles.
Click the billing cycle Edit the field(s) you would like to edit or right-click the row and select Edit.
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The right-click menu option Open in New Window will open the edit form in a window that can be moved around..
- Click the save icon Image Added in the toolbar.
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How to Delete a Billing Cycle
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You can not delete a billingBilling cycles that is currently assigned to a customer should not be deleted. |
- Go to Maintenance > Billing Cycles.
Click the billing cycle you would like to delete . Click the Image Removed button to delete the billing cycleby clicking on the grey box to the left of the Billing Cycle ID column, the row will be highlighted blue.
- Click the delete icon Image Added in the toolbar or press the delete button.
- Click the save icon Image Added in the toolbar.
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Section Functions
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CXTU Courses/Lessons | - On-Boarding Training: Invoicing
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