Pending Billing dialog

This Help File Page was issued on 09/30/2017

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Pending Billing dialog

This Help File Page was issued on 09/30/2017

Each Dealer for whom your Company's Central Station is providing Contract Monitoring Services may be billed for those services using the MKS Dealer Billing application.

Once your Company has Billed your Alarm Dealer's Accounts, the Amounts that are to be Billed to the Dealer for those Contract Monitoring Services and associated Administrative Fees is stored in a Pending Dealer Billing list.

To view this Pending Dealer Billing list of records,

a)Open the Dealers Form  

b)Locate the Dealer whose Pending Dealer Billing list is to be viewed.

c)Click the Pending Billing Icon at the top of the Dealer Billing dialog (see below).

 

HelpFilesDealerBilling-PendingBillingOption

Dealers Form - Dealer Billing dialog - Pending Billing option

 

Pending Dealer Billing List - The list of Detail Line Items that may be billed to the selected Dealer (i.e., display the List of all pending charges due to be billed to the selected Dealer) will be displayed in a Grid format.

 

HelpFilesDealerBilling-Pending-DealerBillingDialog

Dealers Form - Pending Dealer Billing dialog

 

Understanding the Pending Dealer Billing dialog:

Billing Account & Options:

 

HelpFilesDealerBilling-Pending-DealerBillingDialog-MainMenuOptions

 

Billing Account - The basic name and address information for the selected Dealer

Options - The "and/or" choices that allow the User to determine what Pending Dealer Billing "records" will be listed which may include:

a)Only list those records that have not yet been billed to the Dealer

b)List records for a specific charge (i.e., All, Administrative, Credit Card, Monitoring)

c)List those records from a specific Recurring Billing process

d)List those records with a specific Billing state (i.e., All, Billed Only, Unbilled Only)

e)Bill every record in the list, bill none of the records in the list, or specifically select the records to be billed.

 

HelpFilesDealerBilling-Pending-DealerBillingDialog-Options

 

Select/Unselect All To Bill - Check this box to insert (or remove) the Check mark in every Bill? field in the list of Pending Dealer Billing records to indicate that will will want (not want) the Dealer to be billed for this Subscriber's previously Invoiced service.

Hide Completed Transactions - Check this box to eliminate any previously billed Pending Dealer Billing records from the current list.

Transactions - Using the Drop-Down Check List provided, Check which of the Transaction Types (i.e., All, Administrative, Credit Card, Monitoring) are to be included in the list

Billed State - Using the Drop-Down Selection List provided, Choose which Billing State (i.e., All, Billed Only, Unbilled Only) is to be included in the list

Specific Billing Cycle - Check this box and designate the Year, Month, and Cycle (i.e., Billing Cycle) of the Pending Dealer Billing records to be displayed

 

Refresh - Once your selections are made, Click the Refresh Icon at the top of the Pending Dealer Billing dialog

 

Invoices - To see the list of the Invoices previously billed to this Dealer, Click the Invoices Icon at the top of the Pending Dealer Billing dialog

 

HelpFileMKSDealerBilling-PendingBilling-InvoiceListing

MKS Dealer Billing - Invoice Listing

 

Click the Invoice Icon (see the mouse pointer in the illustration above) to view the selected Invoice.

 

 

HelpFileMKSDealerBilling-PendingBilling-InvoiceListing-DisplayInvoice

MKS Dealer Billing - Invoice Listing - Display selected Invoice Form

 

Click the Right-Arrow on any Invoice record (see the mouse pointer in the illustration below) to view the Detail Line Items for that Invoice.

 

HelpFileMKSDealerBilling-PendingBilling-InvoiceListing-Detail

MKS Dealer Billing - Invoice Listing - Invoice Detail Line Items

 

Using the Pending Dealer Billing record list:

Grid - This is the list of Pending Dealer Billing records which were automatically created when you Billed your Alarm Dealer's Accounts

Click the Asterisk on the left of the Grid's Header

Check which Columns of Data should appear in the Grid.

 

HelpFilesDealerBilling-Pending-DealerBillingDialog-SelectColumnsToList

 

The data in the selected Columns may be relocated, sorted, and filtered as needed.

Bill? - Check this Bill? box (or use the Select All To Bill, option) to include this (or all) Pending Dealer Billing record(s) in the next Invoice billed to this Dealer using the MKS Dealer Billing application.

 

Ribbon Menu - The Ribbon Menu at the bottom of the Pending Dealer Billing Grid offers many useful functions:

 

HelpFilesDealerBilling-Pending-DealerBillingDialog-RibbonMenu

 

Record Movement - First, Previous, Next, Last record Icons.

HelpFilesNavigatorMenu-StandardSaveSave - Click the Save Icon to record any Bill? field changes.

 

HelpFilesNavigatorMenu-StandardCancelCancel - Click the Cancel Icon to abort any Bill? field changes.

 

HelpFilesNavigatorMenu-StandardRefreshRefresh - Click the Refresh Icon to access the most recent status of the listed data.

 

* Save Bookmark - Click the Bookmark Icon to mark the record as bookmarked (see Go to Bookmark below)

'* Go to Bookmark - Click the Go to Bookmark Icon to return to the most recently bookmarked record (see Save Bookmark above)

HelpFilesNavigatorMenu-FilterIconFilter - Click the Filter Icon to option the Filter Builder dialog.