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Billing Schedule Fields

Billing schedules enable you to automatically generate billing documents from contracts. Here is a description of the fields on the Billing Schedule object.

Warning: Warning Warning triangle
The Billing Schedule object is currently for FinancialForce internal use only and is likely to be significantly changed or replaced in a future release. We recommend that you do not build any custom functionality around this object that you still require after upgrading to a future version of Billing Central. Scheduling of future billing will be retained, but may use a different solution.

Key: * – Mandatory field; R – Read-only in all contexts.

Field Name

 

Description

Billing Date *

Date on which a billing document is due to be created for this billing schedule.

Billing Document Line Item

 

Lookup to the billing document line item generated from this billing schedule.

Billing Period End Date

*

Last day of the billing period for this billing schedule.

 

Billing Period Start Date

*

First day of the billing period for this billing schedule.

Contract   Contract to which the billing schedule belongs. This enables the billing schedules to be grouped by contract.

Contract Line Item

*

Lookup to the contract line item that is to be processed.

Contract Type R Type of contract to which this billing schedule belongs.
Final Schedule R

Indicates whether this is the last billing schedule for the contract line item. This checkbox is selected if:

  • The Billing Period End Date is equal to or later than the end date of the related contract line item to which it belongs.
  • The related contract line item has the billing type one-off.
Month   Formula field, used in the default Billing Central reports, which calculates the month of the Billing Period Start Date.
Value  

Value of the billing schedule. When the billing schedule is created, the sales price is copied from the contract line item to which this schedule relates. This is for reporting purposes. You can create reports based on this field and the billing period.

Notes: Notes Notepad
If you change the contract line item to which this billing schedule relates, this field does not reflect the changes. If you change a contract line item, we recommend that you delete the billing schedules that have not yet been billed and regenerate them.
Changing the value of this field has no effect on the related contract line item.
Year   Formula field used in the default Billing Central reports, which calculates the year of the Billing Period Start Date.

Related Concepts

Billing Schedules

Related Tasks

Creating Billing Schedules from Contracts

Activating a Contract

Creating a Billing Schedule

Creating Billing Jobs

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