Changing Accounts from Account to Job Level BillingIn releases prior to 10.3.1 (March 2015), we did not allow changes from an "account" to "job" billing type on accounts with activity. With release 10.3.1 and later, this restriction is no longer in place and we have added additional code to convert account billing customer accounts to job. Job billed accounts maintain totals and balances separately by job. In these cases, the jobs act more like independent accounts in many ways. This new ability is being done so that companies are more comfortable starting with balance forward and account billing types, which are easier to manage, knowing that they can change them to a more detailed type if needed later on. Restrictions
Special Handling
Additional InformationChanges to the billing type only impact the account going forward. Prior statement documents are not changed and would reflect the state of the account settings at the time the statement was generated. Statement documents are not generated during delivery (via print, Email, or fax) from the Statements transaction on the Receivables menu, but are generated by a scheduled task that runs monthly between business days. For the billing type to affect the customer's next statement (as well as most other account changes), changes must be made prior to this scheduled task. Billing processing is scheduled and usually runs on a designated day of the month (or sometimes the last day of the month). |