Reopening an Account/User/Package/Service

Care should be given when re-Opening a BillMax Account, User, Package or Service (AUPS) as there are billing implications.

By default billing will not occur when an AUPS is not open. However, some users of BillMax want billing to continue while an AUPS is Suspended for being Overdue. This is specified on the Account Profile by Bill Suspended Overdue.

If an AUPS is Suspended and the Reason is Overdue, billing will continue if BillMax Suspended Overdue is Yes.

There are several ways to control the billing behavior when an AUPS is re-opened:
  • Default - when a AUPS is re-opened, billing is caught up from the last time billing occurred if needed.
  • Sales Returns Issued - when an AUPS is re-opened Sales Returns are given for billings if they exist from when the AUPS was not open to the current date. This is controlled at each level of AUPS by

    Billing resumes on the AUPS is opened unless overridden by Date to Reopen/Resume Billing.

  • Skip billing - skip billing until a specified date. This is controlled at each level by

Note that when an AUPS is opened via the Staff Portal, a dialog is displayed to set the options:

Examples

Suspend During Billed Term/Reopen During Billed Term

  • Bill Suspended Overdue is No.
  • Customer billed from 1/1 - 1/31.
  • Next Billing Date is 2/1.
  • Payment due 1/15 or suspension occurs 1/16.
  • AUPS Suspended 1/16.
  • Customer makes Payment on 1/20.
  • AUPS opened on 1/20.

    If Sales Return When Opening is set to "Sales Return", Sales Returns from 1/16-1/19 will be issued.

    If Sales Return When Opening is set to "No Sales Return", no Sales Returns will be issued.

    No effect on Next Billing Date.

Suspend Day after Billed Term/Reopen Next Day

  • Bill Suspended Overdue is No.
  • Customer billed from 1/1 - 1/31.
  • Next Billing Date is 2/1.
  • Payment due 1/31 or suspension occurs 2/1.
  • AUPS Suspended 2/1.
  • Customer makes Payment on 2/2.
  • AUPS opened on 2/2.

    If Sales Return When Opening is set to "Sales Return", Sales Returns for 2/1 will be issued.

    If Sales Return When Opening is set to "No Sales Return", no Sales Returns will be issued.

    Next Billing Date set to 3/1.

Suspend During Billed Term/Reopen Shortly After Billed Term

  • Bill Suspended Overdue is No
  • Customer billed from 1/1 - 1/31.
  • Next Billing Date is 2/1.
  • Payment due 1/15 or suspension occurs 1/16.
  • AUPS Suspended 1/16.
  • Customer makes Payment on 2/15.
  • AUPS opened on 2/15.

    If Sales Return When Opening is set to "Sales Return" billing from 2/15 to 2/28 will occur and Sales Returns from 1/16-1/31 will be issued.

    Next Bill Date will be 3/1.

Bill Suspended Overdue is Yes/Reopen After Billed Term in which Suspension Occurred

  • Bill Suspended Overdue is Yes.
  • Customer billed from 1/1 - 1/31.
  • Next Billing Date is 2/1.
  • Payment due 1/15 or suspension occurs 1/16.
  • AUPS Suspended 1/16.
  • Customer billed from 2/1-2/18.
  • Next Bill Date is 3/1.
  • Customer makes Payment on 2/15.
  • AUPS opened on 2/15.

    If Sales Return When Opening is set to "Sales Return" Sales Returns from 1/16-2/14 will be issued.

Suspend During Billed Term/No Sales Return/Reopen Months Later/Use Date to Resume Billing

  • Bill Suspended Overdue is No.
  • Company policy is customer resumption for overdue is no Sales Returns.
  • Customer billed from 1/1 - 1/31.
  • Next Billing Date is 2/1.
  • Payment due 1/15 or suspension occurs 1/16.
  • AUPS Suspended 1/16.
  • Service reinstated 6/1 outside of BillMax.
  • Customer makes Payment on 6/15 for 1/1-1/31 and 6/1-1/30.
  • AUPS opened on 6/15.

    Sales Return When Opening is set to "No Sales Return". Date to Reopen/Resume Billing set to 6/1.

    Customer is billed 6/1-6/31. Next Bill Date 7/1.