Billing Session Options

When you display the Interactive Billing form or Batch Billing form, you first define billing session options. The Billing Session Options dialog box displays automatically.

Billing Session options include invoice formatting and printing options, such as the invoice date and the period start and end date labels that will print on invoices, and billing parameters, such as the cut-off date or cut-off period (Bill-thru date or Bill-thru period) for including transactions on this session's invoices.

You can specify printer options, such as the paper size to use when printing, and the paper tray source. Access printer options by clicking the Print Setup button on the Billing Sessions Options dialog.

You can modify billing options at any time during your session.

Invoice Approval and Billing Session Options

If an invoice is submitted for approval, DPS sets the invoice status to Submitted. DPS also stores the billing session options that are in effect for that invoice at the time of submittal and disables some of those options so you cannot change them. Those options are retained through the invoice approval process.

The values that cannot be changed for an invoice that is still in the approval process are the following:

• Period Start Date
• Period End Date
• Bill-thru Date
• Bill-thru Period
• Bill Scheduled Invoices Thru
• Invoice Addressee

If you need to change any of the disabled options for a submitted or approved invoice, you must first unsubmit it. After you make the changes, the invoice must start the approval process again.

If, when you begin a final billing session, you enter a value for one of those "locked" billing session options that conflicts with the value entered for that option for an invoice during the approval process, DPS uses the value set during the approval process when it generates the invoice.