Change Account Bill Cycle
The bill cycle of a billing account can be changed to a different bill cycle if both bill cycles share the following attributes:
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Bill Cycle Type — The new bill cycle must be the same type, such as Monthly, Daily, Quarterly, Yearly, and Segmented Monthly.
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Currency — The new bill cycle must have the same currency or None.
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Status — The bill cycles share the same current status, such as Open.
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The bill cycles have the same start date and end date.
When you move the parent account in a billing hierarchy to a different bill cycle, all child accounts are moved as well. A child account cannot be moved from its responsible account during its bill cycle run. It is only possible during a bill cycle run simulation.
Complete the following steps to change the bill cycle for an account:
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Perform an Account Search Module to locate the billing account.
Account Search Results
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Click the link to the account under the Account # column to open the Account Details window.
Account Details Window
Click the icon in the left pane to hide it. Click the icon to open it.
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On the Account Details window, in the Account Details section, click the Action button and select Change Bill Cycle to open the Change Bill Cycle window.
Change Bill Cycle Option
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On the Change Bill Cycle window, select the new Bill Cycle from the Move to Bill Cycle drop-down list.
The new bill cycle must be of the same type and have matching Open Dates.
Change Bill Cycle Window
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Click Finish to save the change.
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On the confirmation window, click Yes.
Confirmation Window
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If the change cannot be made, the Change Bill Cycle window opens and displays any errors. Select another bill cycle and click Finish.
Topic updated: 01/2024.