How to apply Rebilling charges to customer house accounts in POS

 How to apply Rebilling charges to customer house accounts in POS

You can charge/add a rebilling to any customer house account  who hasn’t paid the previous statement amount due.

You will need to configure the rebilling configurations for each customer. This is a one-time configuration for each customer (until you wish to update).  The settings can be different for each customer if you wish.

Go to:  Tools --> Customers List

 

 

Find that specific customer to configure rebilling charges (For e.g., 200574).

 

Edit that customer. There you will find three fields for rebilling:

  1. Applicable Rebilling Charge?
  2. Rebilling Charge Rate
  3. Minimum Due for Rebilling Charge

 

Enter these three values and click on the Save button.

  1. Applicable Rebilling Charge?:  Enable this checkbox if you wish to apply Rebilling charges for the customer.
  2. Rebilling Charge Rate:  Enter the Rebilling charge amount for this customer.  
  3. Minimum Due for Rebilling Charge: This is the minimum amount based on which system will decide whether to apply the Rebilling charge or not. If the previous statement amount due is greater than this amount then the Rebilling charge will be applied.

 

 

Please follow these steps in order to apply the Rebilling charge for the customers. Note the following facts for this process:

  1. This process will apply the Rebilling charge to all (and only) those customers which have the option enabled to charge Rebilling in their configuration.
  2. This process will apply the Rebilling charge, which can be configured for each customer.
  3. This process will apply the Rebilling charge only if the customer has not paid his/her previous statement amount due or his amount due from the previous statement is greater than the minimum amount configured in his/her configuration.

Go to:  Tools --> Add Rebilling Charge

 

Enter the date for which you are going to generate the statement (For e.g., from February 1, 2023 to February 28, 2023) and click on “Click here to Add Rebilling Charges” button to apply Rebilling charges.

 

 

Then you will be redirected to the Rebilling process page.

Click on “Please Click here to Start Process” button. Then you will see the progress of the process.

Once processing is completed you will see following message:

Click on “Check list of Debit Memo” to see the list of the created Debit memo for Rebilling charge.

You can see Customer# 200574 debit memo under Debit Memo List.

 

Upon viewing the customer 200574 statement then it will show the Rebilling charge.