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Former Member

Billing date on billing plan

Hello Friends,

I am working on rental scenario with periodic billing plan.

Contract start date = Today's date (02/22/2017)

Contract end date = Contract start date +1 year (02/21/2018)

Dates from = Installation date (which is different from contract start date) (02/25/2017)

Date till = Contract end date (02/21/2018)

Settelment date = (02/25/2017)

To date = (03/21/2017)

Billing date = (02/22/2017) - as of now billing date is same as contract start date.

We want billing date = Settelment date I tried some trial but nothing working, any sugetions how to get billing date = settelment date.

TIA

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2 Answers

  • Feb 23, 2017 at 01:45 PM

    Not sure what trial you tried but had you tried maintaining the required date under "Settlement" in Billing Plan tab?

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    Former Member
    Feb 27, 2017 at 08:31 PM

    Settlement date = Dates from (which is nothing but installation date)

    When I save contract there is start and end date for contract. And start date is coming to Settlement date (not editable)

    We want settlement date = Dates from - which is working fine

    But billing date still shows as Start date image-2.jpg

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