Workflow: Retrieving a Suspended Billing

A suspended billing is an unposted invoice. You may suspend an invoice because you do not have all of the information to complete it; or you may ask a new employee to suspend an invoice so a more experienced person can verify the information before it is posted. The system may also automatically suspend an invoice in the case of an abrupt system interruption. To complete the billing, retrieve it as indicated below, review and make changes as necessary, and then post it.

You can retrieve suspended billings from the Policy form or from the Home Center.

To retrieve a suspended billing from the Policy form:

  1. Open the Customer and Policy that contains the suspended billing.
  2. Expand the Basic Policy or the Invoicing section of the Policy. The Suspended Billing Exists on Policy link appears in both places.
  3. Click Suspended Billing Exists on Policy in either location.
  4. The Invoice form for the suspended transaction is displayed. Proceed to correct, post, cancel or re-suspend, as necessary.

Only one suspended billing can exist on a policy. To start another billing action, the existing suspended billing must be posted or cancelled. If a suspended billing exists on a policy, Daily Process does not post invoices to the policy until the suspended item is posted or cancelled.

To retrieve a suspended billing from the Home Center:

  1. Open the Home Center.
  2. From the sidebar menu, select Views >Suspended Billing.
  3. Select the appropriate suspended billing by clicking the link in the Source column. If the invoice was manually suspended by user action, the link opens the appropriate source form where you can correct, post, cancel or re-suspend the billing.
  4. If the suspended billing occurred due to a system process, a temporary power interruption or loss of network connection for example, clicking the link automatically restarts the process. Follow any on screen prompts and messages, should posting failure occur.