Bill Period

Bill periods are used for applying recurring charges and/or credits to accounts. The bill period does not have a length of time; rather, you select one or more bill periods during a specific billing run. All of the recurring charges and credits that use the bill periods selected will be billed. For example, if you bill weekly, you may want some recurring charges to appear only on the first bill of the month. Other recurring charges may appear on every bill. You could set up a “Monthly” bill period for the once-a-month charges, and an “Every” period for the weekly charges. Circulation uses bill periods only for recurring charges and/or credits.

To set up a bill period:

1. Select Bill Period from the Account Billing menu to display the Bill Period screen.

   
2. Click the Add icon and complete the following fields.

   Field	Type	What to enter
   BILL PERIOD	open (8)	Enter a bill period in which recurring charges and credits should be applied to account bills.
   DESCRIPTION	open (30)	Enter the description for this bill period.

3. Click OK to save the bill period in the database or Add Another to save the existing record and add another bill period.