Follow this procedure to print or generate the outstanding personal bills.
ebs from the “Personal Billing” section of the “Billing Functions” window in Partner’s windows. You can also type
ebs at a command prompt.
Review and Edit Criteria
When you first run
ebs, you will see the settings that were used the last time you ran the program.
Press F1 – Make Changes to updated your criteria for the current bill run.
Update the Start and End Date for Balance Details
Change the “End” date so it indicates today’s date. Otherwise, your bills will not take into account the most recent charges and payments. The start date will indicate how far back you wish to display detail about the account’s balance. Anything prior to that date will appear on the bill as a “Previous Balance.”
Optional: Add Other Bill Criteria
If you wish, use the other fields on the screen to limit what bills will be generated. Read the Use Cycle Billing to Generate Some Bills article for more details.
Save Criteria Changes
After you make criteria changes, press F1 – Save Changes.
Next, press F2 – Prepare Bills.
Partner will gather charge and payment information and prepare the bills. This may take a while, as Partner must review the balances for all outstanding accounts.
Work With Accounts That Will Get a Bill
When you are returned to the billing screen, you will see a “Messages” section on the bottom telling you how many bills are in the batch waiting to be generated:
Press F7 – Show BillList to review a list of accounts waiting in this current batch of bills. Read the Review Accounts With Bills article for more information.
Press F4 – Work w/ Accounts to visit an interactive screen to work with those accounts.
The Bills program will display the “Work with Accounts” screen. You can review the list of accounts that will receive a bill, see their account balance by age, and use interactive tools to work with the accounts.
Select an account and use the function keys at the bottom of the screen to learn more about the account or perform various billing-related actions.
Re-Prepare Bills: If you leave the main
bills screen to work on accounts, you should press F2 – Prepare Bills to re-prepare the bills when you return. That will ensure that any changes you made to account balances are reflected in the bills you generate. If you don’t re-prepare, you will generate the same batch of bills you originally prepared.
When you are ready to generate your bills, press F3 – Print/Submit Bills.
Learn More About Personal Bills: You can learn more about the
program by reading the Special Features of the Bills Programs (bills, ebs) help article. You can learn more about Personal Billing with PCC software by visiting the Bill the Family section of PCC Learn.