Concept: Scheduled Billing for Monthly Rates

If you need to make an occasional rate or amount adjustment:

If you change the rate on a work order before a scheduled bill, the new rate is reflected when the bill is triggered.
If an existing scheduled bill amount requires adjustment to reflect a different rate for that month, add a miscellaneous adjustment against an approved or rejected scheduled bill to reflect the difference.

If scheduled billing line items still fall within the work order's updated end date, they will remain as scheduled. If they fall outside the new end date, those line items are cancelled. If the first or last scheduled bill needs to be adjusted to account for a partial month, a miscellaneous adjustment can be created to reflect the difference.

Changes made to billing schedules, billing modes, and the execution of the billing schedule orchestrator is logged for your review.

The billing mode and billing schedule information are available on the Work Order dataset for reporting.

After onboarding a work order, the first scheduled bill will be the next full month, even if the trigger for the onboarding month hasn't happened yet. You'll have to do a manual adjustment for the onboarding month.

Similarly, no scheduled bills happen after a work order ends, so you'll need to do a miscellaneous adjustment as well, either on a scheduled bill that takes place before work order end or to replace a missing one with a miscellaneous adjustment.