How to use client categories to manage multiple invoicing periods
It is possible to manage multiple billing periods in the finance interfaces by using separate instances on the export utility to mange the different billing cycles. E.G one may export the monthly invoiced clients and another the weekly clients. The best method for doing this is to use client categories to determine the billing cycle that a client participates in. A Mandalay implementation consultant will need to configure your export script to do a look up of the client category to determine if the client should be used.
Note: This article explains the best practice for configuring client categories to manage the billing cycles and assumes your export scripts are already setup to use them.
Creating client categories
Categories are managed in the Administration program from the Categories Tab.
- Click the Add button to create a new category.
- Enter a name for the category. This can be any name you like, the code is the value the script will match against.
- Change the type to Client.
- Enter the required code. The code should use the following format [Billing Cylce]_INVOICE . e.g. MONTHLY_INVOICE for clients that wish to be billed on a monthly basis.
- (Optional) Add a note to the category.
It is possible to create other categories to meet specific billing requirements if necessary but you will need to talk to a Mandalay consultant about tailoring your scripts to meet these needs.
Assign category to client
On each client record select the appropriate client category from the drop down box and click apply.