Billing Schedule

A billing schedule in Print Tracker should reflect the billing schedule of the device in the real-world. If you (as the dealer) bill your end-customer quarterly for a device, you can configure that same billing schedule in Print Tracker. Configuring the billing schedule in Print Tracker groups meter reads together that belong to a specific billing period. This allows reports such as the Billing Period report to show only devices and meter reads whose billing periods end on a specified date.

If you do not use an ERP to bill your customers and use a standard meter export from Print Tracker instead, the billing schedule and the Billing Period report are especially useful because they can be configured to send you a report each day with all the devices whose individual billing periods end on that day, along with the counter volumes that occurred during each individual device's billing period.

Configuring a Billing Schedule

Billing schedules can be configured in bulk on a per-entity basis. The billing schedule you set at the entity-level will cascade down to all child entities and devices (unless explicitly configured otherwise). It's usually more common to configure a billing schedule per-device based on when the device was put under contract.

Entity-level Billing Schedule

The billing schedule for an entire entity hierarchy can be configured by

1. Under the sidebar, click Admin > Manage entity
2. Click the Settings tab
3. Click the Billing preferences accordion
4. Under Billing schedule, switch the Enabled toggle to the "on" position
5. A schedule editor will appear, you can configure any schedule you'd like and then click Save at the bottom of the page

Device-level Billing Schedule (coming soon)

This feature is currently in-progress.