Show Billing Cycles

This Help File Page was last Modified on 05/20/2019

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Navigation:  Accounts Receivable System - The Receivables Module > Receivables - File Menu Options > Run Automatic Billing >

Show Billing Cycles

This Help File Page was last Modified on 05/20/2019

This Show Billing Cycles Form - available by selecting the Review Cycles button on the Auto Billing Form - displays a complete list of all Billing Cycles and includes the associated Banking, Credit Card and Payment Gateway information.

To access this Show Billing Cycles dialog,

a)From the Backstage Menu System Select File and Choose Receivable and Select the Run Automatic Billing option, or

b)From the Quick Access Menu, Select File and Choose Receivable and Select the Run Automatic Billing option, or

c)In the Receivables Tab on the MKMS Desktop, Click the Auto Bill Icon.


Then, Click on the Review Cycles button to open the Show Billing Cycles Form as illustrated below:


Using the Show Billing Cycles dialog:

The Auto Billing and/or Auto Draft processes will stop if there are Billing Cycles defined without having a Credit Card and/or a Bank Gateway assigned.

Therefore, on the Billing Cycles Form,

a)Ensure that these fields are appropriately populated, or

b)Remove the Check Mark from the Auto Draft field for those Billing Cycles records when they will not be using the Auto Draft feature.



Show Billing Cycles dialog


Data Column Selection - Which columns of Rate Change data will be displayed may be determined by the User.

Click the Asterisk on the far left of the Header to display the Available Columns list.



Available Columns list


Check, or remove the Check as appropriate.

The column names with a Check Mark will be included in the grid.


Retrieve - Click the Retrieve Data HelpFilesNavigatorMenu-StandardRefreshIcon to import all of the currently defined Billing Cycle records.

The selected Data Columns will be displayed.


Print - Once you have:

a)Chosen which columns of data are to be included,

b)Set the order in which they are to be listed, related any columns (if appropriate),

c)Adjusted any column's width,

d)Then, you are ready to Print the resulting Show Billing Cycles list


Click the Print Icon at the top of the Form to display the Print Preview dialog.


Export - Click the Export Icon to display the standard Windows® Save As dialog.




Folder Location - The last folder location used will be chosen, but this may be changed, as needed.

File name: - By default, the file name inserted will be to form name plus a date string with year, month, day, and time but this may be changed, as appropriate.

Save as type: By default, this will be XLS but may also be changed as needed.

Save - Click the Save option to export the data to the designated file name, type and location.


EMail - Once the data has been formatted, filtered, sorted and configured as needed, Click the EMail Icon to send this data as a PDF attachment to an Email address of your choosing.


Note: Because this is a true Grid, see the Grids & Lists - Print Preview - Exporting Data chapter for much more information.