Running and Viewing Bills for Balance Charges
You can run billing for an Account that has a Balance with a Charge on it and check the billed amount and date. How Bills are generated for Accounts with Balance Charges depends on whether or not you have selected to consolidate Bills for your Organization:
Separate Bills for Charges. If you haven't selected to consolidate Bills for your Organization, you can run billing for an Account for the Balance Charge bill date and generate a separate Bill for the Charge.
Note that in this case, even if the Balance Charge bill date coincides with a regular billing date set up for the Account - such as the first of a month for an Account on a monthly billing frequency with billing dates of the first day of month - the Balance Charge will not appear on the regular monthly Bill covering other charge types due against the Account, such as usage charges, and a separate Bill is generated.
Consolidated Bills for Charges. If you have selected to consolidate Bills for your Organization and the Balance Charge bill date coincides with a regular bill date set up for the Account, then the Balance Charge will appear on the regular monthly Bill covering other charge types due against the Account, such as usage charges.
Note that in this case, if the Balance Charge bill date doesn't coincide with one of the Account's regular billing dates, you can generate a separate bill for the Balance Charge by running billing for the specific Charge bill date.
This topic gives some examples to show how to generate Bills for Account with Balance Charges:
Viewing Separate Bills for Balance Charges
To view separate Bills for Balance Charges:
1. Select Accounts. The Accounts page opens.
2. Select the Name text hotlink of the Account with the Balance Charge you want to view the Bill for. The Account details page opens.
3. Select the Bills tab.
4. On the Bills panel, select Run billing. The Run billing modal opens.
5. On the Run billing modal:
For Invoice date, select the Bill date defined for the Balance Charge.
For Bill frequency, select All.
For Target currency, select the Currency configured for the Balance charge:
6. Select Run billing. The Bill for the Balance Charge is generated and is listed on the Bills panel:
7. Select the Reference text hotlink for the Bill. The Bill opens in Bill management:
In this example, we've run billing for the Balance Charge example created in the Creating Charges for Balances topic, which was in the amount of $75 and had a Bill date of April 15th 2025. When the Bill is opened:
The Charge line item TYPE is shown as Balance fee.
If you expand the Charge line item, a Balance text hotlink opens the Balance details page.
You can use either of two text hotlinks to open the Balance charge details page:
A DESCRIPTION hotlink text for the Charge line item.
If you expand the Charge line item, a Balance charge hotlink text.
The Product shown for the Balance fee line item is the Accounting product selected for the Balance Charge: Revive Graph Standard.
8. If the Balance Charge has been generated for a Charge Schedule you've set up for the Balance, you can follow the same steps and use the Run billing modal using the billing date for the scheduled Charge:
In this example, we've run billing for a $100 Balance Charge generated under a Charge Schedule and dated April 1st 2025:
The line item TYPE is shown as Balance fee.
Text hotlinks allows you to open:
The Balance details page.
The Balance charge details page.
Viewing Consolidated Bills for Balance Charges
In the following example, we have an Account set up for monthly billing frequency in arrears and the billing cycle date for the first and subsequent billing as March 1st 2025. The Account has a Balance on it and a Charge of $150 has been created for the Balance with a Bill date of April 1st 2025, which coincides with the second monthly bill for the Account.
Important: Switch on Consolidated Bills for Organization! If you want to show Balance Charges line items on the same Bills as other line item types - such as usage charges set up to be billed at monthly frequencies - you must switch on the Consolidate bills setting on in your Organization configuration. This will ensure different billing frequencies are consolidated into the same Bill. See Viewing and Editing Organization Configuration for more details.
To view consolidated Bills for Balance Charges:
1. Select Accounts. The Accounts page opens.
2. Select the Name text hotlink of the Account the Balance with the Charge belongs to. The Account details page opens.
3. Select the Bills tab.
4. On the Bills panel, select Run billing. The Run billing modal opens.
5. On the Run billing modal:
For Invoice date, select the regular billing date which the Balance Charge bill date coincides with - for the current example, April 1st 2025.
For Target currency, select the Currency configured for the ad-hoc charge.
Note that because Consolidating bills is enabled, charges for all billing frequencies will be shown on the generated Bill and there is no option to select a Bill frequency on the Run billing modal.
6. Select Run billing. The Bill for the selected date is generated and listed on the Bills panel:
7. Select the Reference text hotlink for the Bill. The Bill opens in Bill management:
In this example of a consolidated Bill:
The Balance fee line item for the Balance Charge is shown under the Revive Graph Standard Product.
Line items for Usage charges that have accrued during March and a monthly Standing charge are also shown under the Revive Graph Standard Product.
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