1. On the Menu panel, click the Lease menu. This will open the Leases Search screen.
  2. Click Lease Billing toolbar button. This will open the Lease Billing screen.

  3. Enter the Invoice Date. This is a required field.
    1. To avoid accidental duplicate billing, the following conditions must be met for a Lease to be included in the current Billing.
    2. For Annual Leases - the Last Lease Billing Date must be > 360 Days from the Invoice Date
    3. For Monthly Leases - the Last Lease Billing Date must be in a prior month than the Invoice Date.
  4. Filter the records in the grid using the fields in the Selection Criteria panel.
    1. Billing Month - This is optional and can be blank for all Billing Months or provided to filter for a smaller subset of invoices. 
    2. Bill To Customer - This is optional, and can be used to filter leases for a specific customer or range of customers.
    3. Location - This is optional and can be blank to bill for all records at once.
  5. Click the Search toolbar button. The grid will display records based on the filters used in step 3.

  6. Click the Generate Invoicetoolbar button. This will open the Batch Number screen.
  7. Enter a valid Batch Number.
  8. Click the Submit toolbar button. The 'This may take a while’ alert message will prompt.

  9. Click the OK button on the alert message.
  10. Once the process has been completed, an alert message about the outcome of the process will be displayed. Click the OK button on the message.
  11. If there are records that failed during the process, the message below will display. Clicking the OK button will open the Failed Lease Billing(s) screen which lists down all the records that failed to process, as well as the reason for its failure.
  12. After successfully generating an invoice, Device Lease Billed will be displayed on the Consumption Sites > Event History tab, and the Lease > Last Lease Billing Date field will be updated and display the invoice date.

  1. On the Menu panel, click the Lease Billing menu. This will open the Lease Billing screen.
  2. Enter the Invoice Date. This is a required field.
  3. Filter the records in the grid using the fields in the Selection Criteria panel.
  4. Click the Search toolbar button. The grid will display records based on the filters used in step 3.

  5. Click the Generate Invoicetoolbar button. This will open the Batch Number screen.
  6. Enter a valid Batch Number.
  7. Click the Submit toolbar button. The 'This may take a while’ alert message will prompt.

  8. Click the OK button on the alert message.
  9. Once the process has been completed, an alert message about the outcome of the process will be displayed. Click the OK button on the message.
  10. If there are records that failed during the process, the message below will display. Clicking the OK button will open the Failed Lease Billing(s) screen which lists down all the records that failed to process, as well as the reason for its failure.
  11. After successfully generating an invoice, the Event-020 will be displayed on the Consumption Sites > Event History tab, and the Lease > Last Lease Billing Date field will be updated and display the invoice date.
  1. On the Menu panel, click the Lease Billing menu. This will open the Lease Billing screen.
  2. Enter the Invoice Date. This is a required field.
  3. Filter the records in the grid using the fields in the Selection Criteria panel.
  4. Click the Search toolbar button. The grid will display records based on the filters used in step 3.

  5. Click the Generate Invoice toolbar button. This will open the Batch Number screen.
  6. Enter a valid Batch Number.
  7. Click the Submit toolbar button. The 'This may take a while’ alert message will prompt.

  8. Click the OK button on the alert message.
  9. Once the process has been completed, an alert message about the outcome of the process will be displayed. Click the OK button on the message.
  10. If there are records that failed the process, this message below will display. Clicking the OK button will open the Failed Lease Billing(s) screen which lists down all the records that failed the process, as well as the reason for its failure.
  11. After successfully generating an invoice, the Event-020 will be displayed on the Consumption Sites > Event History tab, and the Lease > Last Lease Billing Date field will be updated and display the invoice date.
  1. On the Menu panel, double click the Lease Billing menu. This will open the Lease Billing screen.
  2. Enter the Invoice Date. This is a required field.
  3. Filter the records in the grid using the fields in the Selection Criteria panel.
  4. Click the Search toolbar button. The grid will display records based on the filters used in step 3.

  5. Click the Generate Invoice toolbar button. This will open the Batch Number screen.
  6. Enter a valid Batch Number.
  7. Click the Submit toolbar button. The 'This may take a while’ alert message will prompt.

  8. Click the OK button on the alert message.
  9. Once the process has been completed, an alert message about the outcome of the process will be displayed. Here is a sample message.
  10. If there are records that failed the process, this message below will display. Clicking the OK button will open the Failed Lease Billing(s) screen which lists down all the records that failed the process, as well as the reason for its failure.
  11. After successfully generating an invoice, the Event-020 will be displayed on the Consumption Sites > Event History tab, and the Lease > Last Lease Billing Date field will be updated and display the invoice date.
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