For X Dispatch 19.0 or newer. See here for older versions.
Billing cycles are used to determine how often a customer is invoiced.
To view and/or edit billing cycles, the "Billing Cycles" and/or "Edit Billing Cycles" user permissions must be selected. See User Permissions.
Go to Maintenance > Billing Cycles.
Field Name | Description |
---|---|
ID | Unique ID number. |
Description | Description or the name of the billing cycle. |
How to Customize Grid Layout
You can customize which columns you would like to view and arrange the order by clicking the Edit Grid Layout icon .
How to Add a Billing Cycle
- Go to Maintenance > Billing Cycles.
- Click the button.
- Enter an ID.
- Enter a Description.
- Click the button to save.
How to Edit a Billing Cycle
- Go to Maintenance > Billing Cycles.
Click the billing cycle you would like to edit or right-click the row and select Edit.
The right-click menu option Open in New Window will open the edit form in a window that can be moved around.
Click the button to save changes.
Quick Tip
Use the right click menu Select option to select multiple billing cycles to edit.
How to Delete a Billing Cycle
You can not delete a billing cycles that is currently assigned to a customer.
- Go to Maintenance > Billing Cycles.
Click the billing cycle you would like to delete.
Quick Tip
Use the right click menu Select option to select multiple billing cycles to delete.
Click the button to delete the billing cycle.