CSB – Contract Billing

Contract & Service Billing (CSB) Module – Infor SunSystems

Contract & Service Billing (CSB) for Infor SunSystems is designed for recurring contract invoicing, recurring service invoices and ad hoc invoices. It delivers advanced functionality that works together with your business processes to remove manual tasks and increase data accuracy and speed.

Contract and Service Billing for Infor SunSystems consists of two components, Recurring Invoice Billing and Ad Hoc Invoicing.

General Features
Regardless of whether you use recurring invoicing or ad hoc invoicing or both, Contract and Service Billing (CSB) for SunSystems delivers advanced functionality that includes:

Flexible invoice postings
Price books
Extended descriptions
Improved internal control via invoice approvals matrix
Emailing or faxing invoices
Flexible invoice layout
Invoice layout per invoice type and customer
Comprehensive invoice calculation codes
Multi currency
Subject to security, automatic generation of invoices and credit notes
Full integration with SunSystems Collect and SunSystems Advanced Inquiry
Electronic import of invoice data

Recurring Invoice Billing
Recurring invoice billing, also described as contract billing, enables the user to invoice for contracts on a regular periodic basis:

Full contract billing with automatic generation of invoices as per user defined cycles
Contract invoice billing cycles can be daily, weekly, fortnightly, four weekly, monthly, month end, quarter, quarter end, half year, half year end, annual and annual year end basis
The module is frequently used for rent, service charge, and management fees
A full history is maintained of all changes to each contract
There can be automatic calculation and posting of the resultant prepayment and accruals
Contract will automatically “catchup” any contract items based on start date and next invoice date
Contracts references can include up to ten contract amounts, ten contract dates and ten contract references
Internal notes supporting the contract can be stored against each contract
CSB has the ability to generate contract refunds and contract adjustments, for example, inflation adjustments on contract cleaning contracts
There is a facility to perform contract invoice rollbacks
Future dated charges can be cancelled
Contract line items can be added, cancelled or amended at anytime

Ad Hoc Invoicing
Ad hoc invoicing gives the user total flexibility and control over the production of one off invoices. Contract and Service Billing is the invoicing module of choice for ad hoc invoicing: