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Past Periods

Service Billing > Past Periods

The Past Periods page lists each billing cycle of invoices generated by Pending Items. Click the link for a billing cycle in the Periods column to see each invoice included in that billing cycle. When the View Batch Detail dialog opens, you can click the link beneath an invoice number to display a PDF of the invoice. Sent and Opened envelope symbols identify the invoices that were sent by email and that were opened by the customer.

Note: Customer-specific events—such as sent invoices and opened invoices—are listed in the Notes tab of the customer record.

Actions

  • Send Message - Sends an email message. The To address defaults to the email address of the customer of the selected invoice.
  • Resend Invoice - Resends the selected invoice. The To address defaults to the email address of the customer of the selected invoice.
  • Mark as Processed - Marks invoices as processed. Provides a manual-only method of tracking the status of invoices. The meaning of "processed" depends on the user's business requirements.
  • View Summary Report - Generates a Past Billed Invoice Report for a specified date range.