Understanding Billing
What is Bill?
Bill is the enquiry screen used to view and confirm bills that get generated by Canary7.
Accessing Bill
Within the Navigation menu, click on the search bar, type ''Bill'' and click on "Bill". Bill is also in Billing > Bill.
Generating Billing
To generate billing on Canary7 you must make sure all the correct contracts is added in Contract screen. When you add a contract and add correct charge types the status will change to "CHARGES_PENDING".
To generate bills on Canary7 you must make sure to add charges. Click three dots and select "Create Charges".
After clicking "Create Charges" the status will updated to from "CHARAGES_PENDING" to "BILL_GENERATION_PENDING".
When status has updated to "BILL_GENERATION_PENDING" you can now generate bill. To generate bill you must select the specific contracts or all contracts, click three black dots and select "Generate Billing".
When generate billing is selected the status will update to "BILL_GENERATED".
When status has updated to "BILL_GENERATED" you can now run period end. To run billing period end you must click the red box and select "Run Billing Period End".
After clicking "Run Billing Period End" the billing week will be able to be selection for the drop down list in Canary7 Billing Enquiry screen.
You will now be able to click and ''Confirm Bills'' to send to your connected ERP with Canary7.
Clicking to confirm bill will update the status to "Confirm" and ERP invoice status to "Generated".