Billing Automation Manager (Billing Programs)

• What - Introduced Billing Automation Manager (BAM), also known as Billing Programs, to automate recurring invoice generation for eligible occupancies using existing Fee Schedule line items. Administrators can configure recurring billing schedules, associate eligible Fee Schedule line items, preview qualifying occupancies before processing, manually execute billing programs, review historical run details, and optionally email generated invoices to designated Billing Contacts.
• Why - This enhancement reduces manual billing effort, improves invoice consistency, and streamlines recurring billing processes by leveraging existing Fee Schedule configuration instead of requiring separate billing criteria.
• How
  • Navigate to Billing Automation Manager.
  • Create a new program or open an existing one.
  • Configure the program on the General tab by defining the billing schedule and setting the program to Active or Paused.
  • Open the Associated Line Items tab and add eligible Fee Schedule line items configured with Automate enabled and Associated Action = Billing Program.
  • Use the Run Program tab to preview eligible occupancies before executing the program.
  • Select Run Program to generate invoices manually or allow scheduled runs to process automatically.
  • Review completed runs from the Run History tab, including invoice totals, evaluated line items, and run snapshots.
  • Ensure occupancies have a designated Billing Contact if invoice email delivery is enabled.
  • Note: Billing Programs evaluate the criteria configured on each associated Fee Schedule line item and do not maintain separate eligibility criteria.
  • Note: Paused programs stop scheduled executions but can still be run manually.
• Use Case - An agency that bills occupancies annually for fire prevention inspections can create a Billing Program with recurring scheduling, associate the appropriate Fee Schedule line items, preview eligible occupancies before processing, automatically generate invoices in bulk, and review Run History to verify successful billing and invoice delivery.