Adding Debit Line Items to Bills

From Bill Management, you can open Bills and add debits for Bill line items using the Debit Reasons you've created for your Organization:

Tip: Adding Debit Reasons? For details on how to add Debit Reasons to your Organization, see Creating Debit Reasons.

Adding a Debit for an Existing Bill Line Item

To add debit line items to Bills for an existing line item:

1. Select Billing>Bill Management. The Bill Management page opens and the Bills that have been generated for your Accounts are listed. The Bills listed are those for the default settings of monthly frequency and current month period end.

2. If the Bills you want to work with are for a different frequency and period, use the Invoice Date calendar pop-ups accordingly. See Running Bills and Viewing Bill Details.

3. To select a specific Bill you want to add a debit line item for, select the REFERENCE hotlink text. The Bill Details page opens.

  • Note that this page provides a full breakdown of the charges made to the Account for the billing period up to the Last Calculated Date. You can expand line items to see further details.

4. Select Add Debit. The Create page opens and the Debit a line item from a bill option is selected by default.

5. Leave this default option selected and under Debit Line Item Details use the Bill drop-down to select the bill date.

6. Use the Line item drop-down to select the line item from the Bill for which you want to apply a debit.

  • Note that the Amount field is automatically populated for the selected line item's amount.

7. Select a Debit Reason for the debit line item.

8. Enter a Description.

9. Adjust the Amount as required.

10. If you want to define a specific service period to apply to the Debit Line Item, use the pop-up calendars to enter a Service period start date (inclusive) and Service period end date (exclusive).

  • Note that if you leave these start and end date fields blank, the service period for the Debit line item is the same as the current billing period.

11. Select Create. You are returned to the Bill Details page, where the debit item is shown and the bill is re-calculated to factor in the debit item amount:

In this example, a debit item has been added to a Bill in the amount of $10 for one of the line items - GB stored charges. You can expand the debit item to view details.

Adding a Debit Manually

To add debit line items manually:

1. Select Billing>Bill Management. The Bill Management page opens and the Bills that have been generated for your Accounts are listed. The Bills listed are those for the default settings of monthly frequency and current month period end.

2. If the Bills you want to work with are for a different frequency and period, use the Invoice Date calendar pop-ups accordingly. See Running Bills and Viewing Bill Details.

3. To select a specific Bill you want to add a debit line item for, select the REFERENCE hotlink text. The Bill Details page opens.

  • Note that this page provides a full breakdown of the charges made to the Account for the billing period up to the Last Calculated Date. You can expand line items to see further details.

4. Select Add Debit. The Create page opens and the Debit a line item from a bill option is selected by default.

5. Select Apply manual debit. The Create page adjusts for creating a manual debit line item to the Bill.

6. Under Debit Line Item Details, select a Product reference for the manual debit line item.

  • Note that this is required for accounting purposes and associates the debit line item with a specific Product.

7. Enter a Debit Reason, Description, and Amount for the manual debit line item.

8. Select Create Debit Line Item. You are returned to the Bill Details page, where the manual debit line item is shown and the bill is re-calculated to factor in the debit line item amount:

In this example, an Overdue Bill Payment Penalty manual debit line item has been added to a Bill in the amount of $10.

9. Also, you can add a manual debit line item to a bill for consumption of another Product by the Account:

In this example, an Additional Storage manual debit line item has been added to the Bill in the amount of $125. Note that this new debit line item is clearly listed on the recalculated Bill as a charge due against the Account for a different Product.

Next: Viewing Bill History



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