A billing run is the process of invoicing your customers for the pending service, product and call charges associated against their respective accounts. Depending on your settings, invoices can be sent out directly to your customers and even billed through a payment provider.
Ultimately, the goal of a billing run is to invoice your customer(s), so the minimum you would need to start an effective billing run would be to have at least one customer set up that has at least one pending charge associated with their account.
However, we recommend the following steps:
- Set up customer(s) and assign respective CLIs to those customers.
- Set up tariffs if required.
- Set up single or recurring charges against your customer(s), use products if necessary.
- Set up your peak times.
- Format and upload any applicable rate sheets.
- Upload your calls.
- Perform the billing run.
This work flow will ensure that you have solid foundations for your first billing run.