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Administrator Guide
Last Updated: 2025-06-13
Create Billing Cycles

Create Billing Cycles

Have these permissions:
  • billing_cycles.settings.read
  • billing_cycles.settings.write
You can create billing cycles to define the periods when provided services are recorded and invoiced.
  1. From the header, select
    More
    Company Settings
    .
  2. Navigate to
    Accounting
    Invoice & Payments
    .
  3. Click
    View Billing Cycle
    .
  4. Next to
    Billing Cycles
    , click
    Create
    .
  5. When completing the fields at the top of the page, consider:
    Option Description
    Set as Default
    Select this check box if you want the billing cycle to be the default for your program. If your program only has 1 billing cycle, VNDLY automatically sets it as the default.
    Send Notifications When
    VNDLY sends an
    Alert: Running Low on Billing Cycles
     notification when the selected number of billing periods remain in the billing cycle.
  6. When completing the fields in the
    Billing Periods
     section, consider:
    Option Description
    Start Date
    Select the date when the billing period will start.
    Billing Period Length
    Select the number of days, weeks, or months that the billing period should last.
    Recurring Billing Period
    You can select this check box if you want the billing period to repeat.
    • If you select this check box, the
      Repeat Until
       field displays, and you can select the date that you want the billing period to repeat until.
    • If you don’t select this check box, only a single billing period is created.
  7. Click
    Add Billing Periods
    .
    If you selected the
    Recurring Billing Period
    check box, VNDLY automatically creates and displays billing periods up until your selected
    Repeat Until
     date.
  8. Click
    Save
    .
After creating billing cycles, you can create billing cycle rules to automatically apply billing cycles to work orders based on specific criteria. For more information about billing cycle rules, view our Create Billing Cycle Rules topic.
On the
Billing Cycle
s tab, you can also review these sections to see where the billing cycle is assigned in your tenant:
  • Configuration Impact
    : Shows the number of work orders, SOW payments, and miscellaneous adjustments (without work orders) where the billing cycle is assigned.
  • Rules
    : Shows the names of rules where the billing cycle is assigned.