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The issuing of tenant bill is the process which actually produces the tax point document - i.e. the official statement of charges that has been shared with the Customer.

Once a Bill has been issued it cannot be Cancelled, it can only be Withdrawn so that a new bill (rebill) can be created if needed.

Issued Bills can either be created PDF for onward emailing or posting to the Tenant, or as a schedule of charges in spreadsheet format for cases where only advice of calculated charges is required (using the reporting tools). Where a physical invoice document is not required, the Accounts Integration capability can be used to create a file that can be sent to an accounting system (e.g. Sage, Agresso, Oracle, SAP).

The following pages will help you understand the process:

• Issuing Tenant Bills
  • Working with the Approve and Issue Bills Activity
    • Viewing the Bills, Charges, Account etc
      • Bill Statuses
      • Columns in the Approve and Issue Bills Activity
      • Working with the Tenant Approve and Issue Bills Activity
    • Reviewing the Bills
      • Dealing with Failed Validation
      • Understanding the Tenant Bill
      • Editing and Creating Queries
      • Recalculating Bill Charges
    • Approving and Issuing the Bills

Once the Tenant Bill Run has been initialised (Tenant Bill Run Initiation Activity) and you can see it in the Tenant Bill Run List (Tenant Bill Run Management Activity), the next step is to Approve and Issue the bills.

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