Billing Shedule

Billing Schedule

The Billing Schedule feature within the Products View allows users to manage billing schedules associated with products efficiently. Users can create, edit, and delete billing schedules to define payment terms and amounts conveniently.

Key Features

1. Accessing Billing Schedules: Users can view all billing schedules they have created by clicking on the Product tab within the Billing Schedule section.

2. Creating Billing Schedules: Users can create new billing schedules by providing a name and filling in table fields such as Terms, Percentage of Contract Value, Additional Amount, Days from Commencement, and Remark.

• Navigate to the Products tab within the Billing Schedule section.

• Click on the Create Billing Schedule option.

• Provide a name for the billing schedule.

• Fill in the table fields for each term, ensuring that the total percentage of contract value equals 100%.

• Click the Save button to create the billing schedule.

3. Dynamic Table Input: The billing schedule input table dynamically adjusts, allowing users to add rows until the percentage of contract value reaches 100%. The "Add Term" button facilitates this process.

4. Validation: Users must ensure that the total percentage of contract value equals 100% before creating the billing schedule, preventing discrepancies in payment terms.

5. Editing Billing Schedules: Users have the flexibility to edit existing billing schedules to update terms, amounts, or any other details as needed.

6. Deleting Billing Schedules: Users can delete billing schedules that are no longer required, ensuring a clutter-free view of active schedules.

Creating a Billing Schedule

Editing a Billing Schedule

• Access the desired billing schedule from the list of products.

• Click on the Edit option for the corresponding billing schedule.

• Modify the table fields as necessary, ensuring that the total percentage remains 100%.

• Save the changes to update the billing schedule.

Deleting a Billing Schedule

• Locate the billing schedule to be deleted within the Products tab.

• Select the Delete option for the respective billing schedule.

• Confirm the deletion action when prompted.