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Info

For X Dispatch 19.0 or newer. See here for older versions.This page is for the Classic Operations App. For the Operations App please see Billing Cycles.

Table of Contents

Billing cycles are used to determine how often a customer is invoiced. 

Info

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.Image Removed

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Field Name

Description

Billing Cycle ID

Unique ID

 number

 number.

Description

Description or

Description or the name of the billing cycle.

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How to Add a Billing Cycle

  1. Go to Maintenance

...

  1. Click the arrow next to the New button, or press Alt + N keys. 
  2. Select Billing Cycle.

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  1.  > Billing Cycles.

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Alternate Steps

  1. Scroll to the bottom of the list of billing cycles and add the new billing cycle in the empty row.

  2. Click the save icon Image Added in the toolbar.

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How to Edit a Billing Cycle

  1. Go to Maintenance > Billing Cycles.

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  1. Edit the field(s) you would like to edit

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  1. Click the save icon Image Added in the toolbar. 

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How to Delete a Billing Cycle

Note

You can not delete a billing cycles that is currently Billing cycles currently assigned to a customer should not be deleted.

  1. Go to Maintenance

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  1.  > Billing Cycles

  2. Click the billing

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  1. cycle you would like to delete

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  1. by clicking on the grey box to the left of the Billing Cycle ID column, the row will be highlighted blue.

  2. Click the delete icon Image Added in the toolbar or press the delete button.

  3. 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