Setting up billing schedules for fleet configuration

Set up billing schedules to determine what transactions are billed and when they will be created. At the end of the billing schedule, generate customer bills that correspond with the billing schedule Period End Date.

  1. Select Work > Fleet > Fleet Configuration.
  2. Click the Billing Schedules tab.
  3. Click Add Billing Schedule.
  4. Specify this information:
    Period End Date
    Specify the date at which the billing period will end, e.g, 6/25/05.
    Period Description
    Specify a description of the billing period, e.g, June 2005.
    Process Start Date
    Specify the date at which to start the billing process for the selected billing period.
    Note: The Process Date/Start Time must be greater than the Period End Date.
    Process Start Time
    Specify the time in hours and minutes at which to start the billing process.
  5. Click Submit.
    Note: If the billing process is currently running for the period, the system selects In Process. The system selects Billed after the billing process has been run for the billing schedule.

    See Creating parameters for fleet configuration.

    You can manually select Billed to create a starting point for the first billing process.
Parent topic: Understanding fleet configuration