A statement cycle is assigned to a customer through their customer class when the customer account is created. If it is required to change the customer's statement cycle, it can be done from their account properties.
In addition, if a statement cycle assigned to a customer account allows for changing a statement generation day, this date can be changed as well, only for this particular account.
To assign a statement cycle to a customer or change a statement generation day:
- Open Operations > Customers.
- Select a customer by clicking the respective link in the Account ID or in the Account Name column.
- In the General tab,
- to change a statement generation date:
Click Change Statement Day in the Billing Information section of the account settings. If this is allowed, enter a new date into the field that appears on the screen and click Save.
Important: After a statement day is changed, the next billing order may be created not on the new statement day to make up for date changes.
For example: An account's statement day is set to 8, and there is a billing order calculated from 8 Oct to 8 Nov. Before 8 Nov, the account statement day is changed to 12, meaning the next billing date is expected to be 12 Nov.
After the statement day is changed, the Daily Billing Process runs and a billing order is created to bill the account from 8 Nov till 12 Nov. The following billing order will be created on 12 Nov, for the period of 12 Nov till 12 Dec, and so on.
- to reassign a statement cycle:
- Click Edit.
- Select a statement cycle from the Statement Cycle list.
- to change a statement generation date:
- Click Save to confirm changes.