CMS - How To: Delete a Billing Run

Created by Mienette van Heerden, Modified on Thu, 13 Jun, 2024 at 2:15 PM by Glennise Pretorius

Should there be any errors during a billing run, it will be possible to delete it. Please follow the steps below at your own risk. If unsure please contact our support department and we will be more than happy to assist!

1. Deleting a Billing Run

Navigation: Community Level > Finance > Run Billing > Billing Screen

At the top of the screen, the latest 5 billing runs will appear. It is very important to note that only the first billing run on the list will be able to be removed.

Example: if the billing run of the 30th of October is incorrect but the 2nd of November is correct. The November run will need to be deleted before the October run will be able to be removed. Then after the October run has been removed the November billing run can be run again.

Please note: Before re-running a billing run, make sure that only the month you wish to bill's utility and/or additional recoveries are reflected.

Click on the trash can option to delete the billing run and confirm Yes on the pop-up screen.

When deleting the last billing run, it will remove all of the invoices generated and thus create the opportunity to redo the billing. If the "send email automatically" tick box was selected it means that the actual email with the Invoice and Statement attached to it will be sent on the scheduled run date after 6 pm. When the billing run is deleted before the emails are sent out @ 6 p.m., no emails will be sent out to the owners.

Unfortunately, if the billing run is deleted the day after and/or after 6 p.m. the emails with the incorrect billing will be sent to the owners.

Please note that an owner will receive a blank screen if the owner tries and open a deleted billing run invoice.