Creating Tasks

The Billing Task Wizard found in Task Scheduling in the Administration tab can be used to bulk-create statements or apply charges or booking fees to customer accounts. 

To create a task, use [Billing Task Wizard]. 

Clicking on this button will open a pop-up screen. Follow the instructions on the screen to complete your required additions/changes.

Select an account type to create the Billing task:

1. Customer - This includes Customer and Business accounts. It allows Statements, Charges or Booking Fees tasks to be created.
   
2. Third-Party (older versions of MediBooks may show Company) - Allows for the creation of statement tasks.
   
3. Rebate - Allows for the creation of statement tasks.
   

Click [Next].

The next page provides options for which type of billing task should be created. These are:

1. Statement - This is used to automatically generate statements for customers who are part of the billing task.
   
2. Charges - This is used to create draft invoices for customers who are members of a specific third party.
   
3. Booking Fees - This task is used to create draft invoices with booking fees for customers that meet criteria specified in the task (i.e. accounts with an outstanding balance).
   

Statement Tasks

Statement tasks are used to create statements that can be viewed on the Statement Delivery page.

To create a statement task open the Billing Task Wizard and select [Statement]. Then click [Next].

On the next page, you will need to enter a title and description (optional) for the task. Then click [Next].

On the next page set the start and end time for the task. Then set the number of previous days that will be excluded, for example, if a customer has an unpaid debt that is 5 days old and the exclusion is set to 10 days the debt will not be counted when the task is run. 

Then press [Next].

This will open a final page where you can review the billing task. If it is correct use [Finish] to create the task.

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