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.
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.
Click the button to delete the billing cycle.
Quick Tip
You can select multiple billing cycles to delete.