Billing Cycles
- Michelle Cabaya (Unlicensed)
This page is for the Operations App. For the Classic Operations App please see Billing Cycles (Classic Operations App).
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 Users.
To get to the Billing Cycles section, go to Maintenance > Billing Cycles.
Field Name | Description |
|---|---|
Description | Description or the name of the billing cycle. |
ID | Unique ID number. |
How to Create a New Billing Cycle
Go to Maintenance > Billing Cycles.
Click the + button in the top right.
How to Edit a Billing Cycle
Billing cycles currently assigned to a customer should not be deleted.
Go to Maintenance > Billing Cycles.
Click the billing cycle you would like to edit or click the action menu at the end of the row and select Edit.
Quick Tip: You can open 2 edit forms by selecting the checkboxes of the billing cycles and clicking the edit pencil icon in the top right.
How to Delete a Billing Cycle
Go to Maintenance > Billing Cycles.
Check the checkbox of the billing cycle(s) you would like to delete.
Click the delete button in the top right.