Billing Cycles

Type:    Form
Description: Management of the billing cycles within the system.
Items:


Billing Cycle Search
Includes search criteria to locate billing cycles.
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Find
Executes search based on predefined criteria.
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Clear
Clears any selected criteria - resets the form to its original state.
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Cycle Type
Search criteria to locate billing cycle by type.
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Monthly
Indicates that cycle repeats monthly.
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Weekly
Indicates that cycle repeats weekly.
Day
Search criteria to locate billing cycles basing on the day of a month when billing occurs.
Next Billing
Search criteria to locate billing cycle by the next date.
Active
Search criteria to locate billing cycle by status.
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All
Default value.
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Yes
Indicates that billing cycle is currently active in the system.
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No
Indicates that billing cycle is currently not active in the system.

Billing Cycle List
Includes billing cycles found basing on the specified search criteria (date and type, etc).
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Code
Identifier of the object used for references; auto-incremented integer value.
References: Billing Cycle.Id
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Type
Type of the billing cycle.
Enumeration of possible values for periods of the billing cycle repeating.
References: Billing Cycle.Time Cycle CL
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Day
The day of a month when billing occurs.
References: Billing Cycle.Day
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Next Billing
Date when the next billing will occur.
References: Billing Cycle.Next Billing Date
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Active
Indicates whether the billing cycle is active within the system.
References: Billing Cycle.Is Active
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Edit
Allows to modify a billing cycle. Opens Form: New Billing Cycle
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New
Allows to add a new billing cycle. Opens Form: New Billing Cycle

New Billing Cycle
Includes various settings for creating a new billing cycle.
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Save
Saves all changes on the form.
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Close
Closes the form without saving any changes.

General
Includes general information about a new billing cycle.
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Merchant/Account
Allows to choose an appropriate Merchant or account to work with. Opens Form: Search Form
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Create Date
Date when the record was created.
References: Billing Cycle.Create Date
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Active
Indicates whether the billing cycle is active within the system.
References: Billing Cycle.Is Active

Billing Cycle
Includes various billing cycle creation options.
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Code
Identifier of the object used for references; auto-incremented integer value.
References: Billing Cycle.Id
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Cycle Type
Allows to choose an appropriate type of the billing cycle.
Two types of billing cycles are available:
  • Weekly
  • Monthly

Enumeration of possible values for periods of the billing cycle repeating.
References: Billing Cycle.Time Cycle CL
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Day
The day of a month when billing occurs.
References: Billing Cycle.Day
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Next Billing
Allows to choose next billing date.
Date when the next billing will occur.
References: Billing Cycle.Next Billing Date
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Close Sales Period
Period that defines the number of days before the billing when it is not allowed to add any changes to payment plan associated with billing cycle.
References: Billing Cycle.Close Sales Period
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Auto
Indicates whether the billing cycle repeats automatically.
References: Billing Cycle.Is Auto

Modify Billing Cycle
Includes information about billing cycle that can be modified.
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Save
Saves all changes on the form.
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Close
Closes the form without saving any changes.

General
Includes general information about billing cycle.
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Merchant/Account
Name of the merchant/merchant account that the billing cycle is assigned to.
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Create Date
Date when the billing cycle was created.
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Active
Indicates whether the billing cycle is active within the system.
References: Billing Cycle.Is Active

Billing Cycle
Includes information about details of the billing cycle.
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Code
Code of the billing cycle.
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Cycle Type
Enumeration of possible values for periods of the billing cycle repeating.
References: Billing Cycle.Time Cycle CL
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Day
The day of a month when billing occurs.
References: Billing Cycle.Day
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Next Billing
Date when the next billing will occur.
References: Billing Cycle.Next Billing Date
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Close Sales Period
Period that defines the number of days before the billing when it is not allowed to add any changes to payment plan associated with billing cycle.
References: Billing Cycle.Close Sales Period
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Auto
Indicates whether the billing cycle repeats automatically.
References: Billing Cycle.Is Auto
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