Blueleaf Billing: Switching Between Billing Cycles

By default, the Billing Run page opens on the current billing cycle. The current period Billing Run is marked (current).

You may use the drop-down menu next to the “Billing Run” heading to choose a prior billing cycle’s Billing Run.

Billing Run, the period picker open over a past cycle — Billing Run, the drop-down menu opens over a past cycle

The status badge on the right will state draft, approved, or exported based on the status of the run you are viewing.

Reviewing a past cycle

A previous period with an approved or exported status displays the previous periods’ “Overview, Invoices, Exports, and Settings” tabs.

Overview: Displays the per-client fee amounts with a grand total display

Invoices: Displays each client’s invoice, and has a “Download All Invoices” button

Exports: Manages the payment files for each custodian that was exported

Settings: Allows you to rerun the billing run while maintaining the numbers from the original run for record keeping

Getting the files again

On the Exports tab, click Download beside a custodian’s export file. A time stamp for the last time the file was downloaded will show next to the button. Nothing regenerates; you get the file produced when the run was exported.

Need help? Email vipsupport@blueleaf.com with any billing questions, feedback, or issues.