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Billing

Change billing date

The billing date for online invoices can't be changed. Our billing process is to have all subscription invoices bill at the same time on 4th of the month.  We want to avoid changing the date for subscriptions, but if the customer insists you can follow these steps to have the request submitted for review.

Determine the monthly subscription invoice date

  1. From CIC, select the
    Cust
     tab.
  2. Select
    Display Customer Master
    .
  3. Select
    Enter
     at the Customer Display: Initial Screen pop-up box.
  4. Select the
    Sales Area Data
     button.
  5. Select the
    Billing document
     tab.
  6. Locate the
    InvoicingListDates
     field.
  7. This is the day the customer's Monthly Subscription Invoice is created on.

Change billing date request

  1. From your Case in
    Service Cloud
    .
  2. Select the
    Post
    tab.
  3. Copy and paste all the following bulleted items into the Post field and provide the required data for each line:
    • Current Scheduled Invoice Day
    • New Scheduled Invoice Day
    • Reason for Request
  4. Select the
    Share
     button.
  5. Select the
    Refer
    tab.
  6. Select
    Queue
    from the Referral Owner dropdown menu.
  7. Type
    C2C Legal Americas Billing
     into the
    Queue
    box.
  8. Select
    Save
     to refer to the Case.
  9. Don’t close your Case.
  10. Once you have received a response from Billing, you will need to follow up with the customer, and then your Case can be closed.  This request may take 3 business days to process.

This article applies to:

  • Subject: Billing