Invoicing Information

Invoicing Information provides billing and invoicing details about the account. You can initiate On Demand Billing from this section (refer to On Demand Billing).

Account Details - Invoicing Information

The following general details are shown in the Invoicing Information section of an account:

Invoicing Information Fields
Field	Description
Bill Cycle	The name of the bill cycle to which this account is assigned. Click the bill cycle name to open the Bill Cycle details window. Refer to Change Account Bill Cycle for more information on how to change the account bill cycle. Refer to Bill Cycles for more information about bill cycles. Click On Demand Billing to initiate an invoice before the next bill cycle. Refer to On Demand Billing for more information.
Next Bill Cycle Run	The date range of the next bill cycle run.
Invoice Type	Indicates whether the customer receives a Paper, Email, or no invoice. Click Action > Configure Billing Detail to change the Invoice Type.
Invoice Currency	The currency for this account and its invoices.
Payment Term	The payment term for invoices on the account. When Default is selected, invoices use the payment term defined by the account category (refer to Account Categories). If the account category does not have a payment term defined, the default payment term for the tenant is used (refer to Set Default Payment Term).
Auto Pay Offset	The number of days difference between the invoice due date and the date of auto-payments. A value other than 0 schedules auto-payments on a date different from the invoice due date. For example, a value of ‘-3’ means auto-payment occurs three days earlier than the invoice due date. A value of ‘0’ means auto-payment occurs on the invoice due date.
Tax Exempt	Yes: The account is tax exempt and tax is not calculated for invoices generated by this account. No: The account is not tax exempt and tax is calculated for invoice generated by this account.
Billing Address	Displays the address where the customer is to receive the invoice. Refer to Customer Account Contact Addresses.