Create a Billing Cycle

How do I create a new billing cycle?

Use a billing cycle to create multiple bills at once. Load mandates by specifing a ‘Fee Frequency’ and a ‘Fee Type’. If you have not created any mandates, you can learn how to create one here

  1. Go to the ‘Billings’ section of ONE PM.
  2. Click on ‘+Add Billing Cycle’.
  3. A slide in appears – fill in the necessary information.
  4. Choose a ‘Fee Type’ and a ‘Fee Frequency’.
  5. Click ‘Load Mandates’ – all of your mandates which match the fee type and frequency will load.
  6. Select all of the mandates you want to include in your billing cycle.
  7. Click ‘Create’!

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