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How to bill items at different times in one month?

← Billing & Invoice Management FAQ

Your business may require to apply the two options for item-specific billing practices Invoicing in advance and Invoicing in arrears in one month.

Assume the following example:

  • There are two items with a one-month service period, like 1 May–31 May.
  • One item is to be billed in advance (at the beginning of the service period), the other item is to be billed in arrears – that is, at the end of the service period.
  • The invoice run is set up to cover one month.

By default, JustOn Billing & Invoice Management will bill the two items at the same time since the items' service periods and the invoice run period coincide. The billing practice would have no effect.

So what billing configuration will cover this use case?

Basically, you need two subscriptions – one for each applicable billing practice – and configure the invoice run to include one or the other subscription.

To this end, proceed as follows:

  1. Add a custom field to the Subscription object to indicate the billing practice, like a picklist field Billing Practice with the two options Invoicing in advance and Invoicing in arrears.

  2. Create dedicated subscriptions for the two billing practices and add the items accordingly.

    1. For one subscription, select the picklist value Invoicing in advance, and add the items where the billing practice is set to Invoicing in advance.
    2. For the other subscription, select the picklist value Invoicing in arrears, and add the items where the billing practice is set to Invoicing in arrears.

  3. Create dedicated subscription filters for the two billing practices, like bill_advance and bill_arrears.

    1. For the first subscription filter (bill_advance), set the condition BillingPractice__c = 'Invoicing in advance'.
    2. For the other subscription filter (bill_arrears), set the condition BillingPractice__c = 'Invoicing in arrears'.

  4. Create dedicated batch parameters for the two subscription filters, like ir_advance and ir_arrears.

    1. For the first batch parameter (ir_advance), set the parameters InvoiceRunFilter = bill_advance and Alignment = current.
    2. For the other batch parameter (ir_arrears), set the parameters InvoiceRunFilter = bill_arrears and Alignment = current.

  5. Schedule dedicated invoice run jobs for the two batch parameters.

    1. Schedule ir_advance to run on the first day of the service period.
    2. Schedule ir_arrears to run on the last day of the service period.