1. How to Run Billing

Navigation: Community > Finance > Run Billing > At the bottom of the page following can be filled in to be added to the billing run

The Billing date will default to the first of the next month but can be changed if needed. This is the date that will appear on the invoice sent out as well in the different relevant generals (thus in effect the transaction date). 

The Scheduled run date will default to the current date but can be changed if emails only need to be sent out at a later stage. Thus the date selected on the Scheduled run date is the date invoices will be generated and sent out. 

The Send email automatically tick box dictates whether billing emails will automatically be sent when billing is run. When this tick box is clicked, all billing emails will be scheduled to be sent out from 18:00 on the scheduled run date.

Send email for 0 invoices, dictates whether owners who have a total invoice amount of zero should receive their 0 invoices per email.

If there is any specific attachment that needs to be sent out this can be added via click to add attachments. - Please note this attachment will be sent to every owner included in the billing run.

As soon as this is done you can click on Run Scheduled Billing: