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’!

Need Support?

Can't find the answer you're looking for? Don't worry we're here to help!
CONTACT SUPPORT