Advanced Enterprise Technologies, Inc.
Table of Contents

Bill Types

Bill Types are subcategories of Funds within the Accounts Receivable module. Using different bill types can help organize the invoicing process according to your company's billing cycles and fiscal year. A bill type typically covers only one month or one year and is identified with a date, as shown in the examples below.

Access Bill Types

Add a Bill Type

Edit a Bill Type

Delete a Bill Type

 

Access Bill Types

  1. From Quadra, access Administration.
  2. On the left hand menu, go to Accounts Receivable.
  3. Click Bill Types.

Add a Bill Type

  1. Open Bill Types from Administration.
  2. On the main Bill Types page, select a Fund.
  3. Click Add Bill Type.

  4. Fill out the Add Bill Type form:
    • Type in a Bill Type Description.
    • Select a Sort Order from the drop-down menu.

  1. Click the Save icon. 

 

Edit a Bill Type

  1. Open Bill Types from Administration.
  2. Select a Fund from the drop down menu.
  3. Select a Bill Type Description from the list and click the Edit icon. 
  4. Edit the Bill Type Description and/or Sort Order as needed.
  5. Click the Save icon. 

 

Delete a Bill Type

You can add new bill types and edit existing ones. However, in order to preserve historical data relating to transactions, you cannot delete bill types once they are in use. You can only delete bill types that have been created but not yet used for transactions.

 

  1. Open Bill Types from Administration.
  2. Select a Bill Type from the list and click the Delete icon.
  3. In the confirmation box asking if you are sure you want to delete this bill type, click OK.