how do i create and manage billing events?
STEP 1: Click on the Billing tab.
From the core’s homepage, click the Billing tab. (Figure 1)
STEP 2: Click on the New Billing Event button. (Figure 1)
STEP 3: Define the billing parameters and load charges.
Define which charges should be included in this billing event by adjusting the parameters under 1. Select which charges to view, then click Load Charges. (Figure 2) Parameters that can be set:
End Date - filter for charges that were added before this date
Include - filter for all charges, internal charges or external charges
- Group By - Set how charges should be grouped when creating invoices
All the charges within the defined parameters will display.
STEP 4: Exclude charges, if necessary. (Figure 3)
To exclude charges, click the green down arrow to the right of the charge. It will move to the excluded charges section. If you want to include a previously excluded charge, click the green up arrow. Similarly, the charge will display in the included charges section. (Figure 3)
STEP 5: Create the billing event.
Click on the Create button to create the billing event. (Figure 4)
The Billing Event Summary Page displays. (Figure 5)
You may now send the summaries to institution administrators (Figure 6)
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