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Billing Groups

Entering Default Charges for a Billing Group

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Billing Groups - Default Charges Tab

Access this tab using Maintain>Accounts Receivable>Billing Groups.

Use this tab to set up Default Charges for the Billing Group. Default Charges are the standard set of charges for which each assigned customer is billed when the Billing Group is processed. (Default charges are regular charges that apply to all customers in the billing group.)

The Charge Code column only displays codes whose currency matches the currency of the Billing Group. The Distribution Code field only displays codes that either share the same currency as the Billing Group currency or have a currency of ANY.

 

Charge Code: Select a Charge Code from the drop-down list. After a Charge Code is selected, the default information displays in the table.

Description: The default description displays for the selected Charge Code.

Distribution Code: Select a Distribution Code from the drop-down list. The system defaults to the Distribution Code assigned to the current Charge Code using the Maintain>Accounts Receivable>Charge Codes.

Calculation Period: The system displays the Calculation Period-This Month, Quarter, or Year; or Last Month, Quarter, or Year, if the calculation method for the charge code (Maintain>Accounts Receivable>Charge Code>Calculation Options tab) is PA.

Percentage: The system displays the Percentage, if the calculation method for the charge code is PA.

Fixed Charge: Enter a fixed charge amount if the calculation method for the charge code is VC. The system displays the amount for the VP and FA methods.

Quantity: Enter a quantity of the charge code to be billed, if the calculation method for the charge code is AV, VP, FP, or VC.

Unit Price: Enter a unit price amount if the calculation method for the charge code is VC. The system displays the price for the VP and FP methods.

Amount: The system displays an amount if the calculation method for the charge code is AV, VP, FP, VC, or FA. This calculated column is equal to the unit price, multiplied by the quantity, and added to the fixed charge.