Blueleaf Billing: Adjusting An Exception Before You Approve

Mid-Period Changes lists the accounts opened or closed part-way through the cycle. Each row shows the client, the account, whether it is a New Account or a Termination, the Effective Date used for proration, and the Proration Factor that follows from it, as a percentage and a day count.

Step 1) Open the Billing Run page

Step 2) Go to “Step 3: Exceptions”

Billing Run, Exceptions step, the Mid-Period Changes table

Step 3) Click Edit on the row you want to change.This will allow you to change the effective date, and the proration recalculates when you save. A row with a dash has no date set - leave it that way and the earliest date is used.

Edit Effective Date dialog on a New Account exception

Step 4) Set the date and click Save. The date has to fall inside the run’s period, so dates outside it cannot be selected.

The Proration Factor on the row updates to match. The factor is the days billed over the days in the whole period. On a New Account row it counts from the effective date to the end of the period, so a later date bills fewer days.

Billing the full period instead

On a New Account row, click “Bill full period only (waive proration)”. The date field greys out, and the row reads “Full period in place of both the date and the factor”. The account is billed for the whole period. Unclick the box and set a date again to go back to ordinary proration. Termination rows do not offer this.

Make these edits before you approve. The four steps are open only while the run is a draft.

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