Setting Up Custom Billing Cycles (Admin)

By default, Actionstep includes several default billing cycles that should cover most, if not all, of your requirements. There may be times, however, when you need to set up an additional billing cycle. 

CAUTION:  Adding a custom billing cycle requires you to create PHP-based code to calculate the dates required in your new billing cycle. If you do not know PHP, you'll need to work with someone who does. (You might consider working with an Actionstep Certified Consulting Partner.)  You can also review an existing cycle in the list to see how that cycle's calculation is set up. For example, this code is used for the 14-day billing cycle:

To create a custom billing cycle:

1. In Actionstep, go to Admin > Accounting. The Accounting page appears.
2. Click Edit for the Recurring billing cycles section. The Billing Cycle Setup page appears. Existing billing cycles are listed. 
3. Click Add new Billing Cycle.The Billing Cycle Setup window appears.
4. Enter a Billing cycle name.
5. Enter your Calculation Code. 
6. Select any remaining options, based on your particular billing needs. 
7. Click Save to save your changes. 

Related Articles:

• Accessing Actionstep Accounting Preferences (Admin)
• Business Accounting Overview
• Setting Up Accounting System Restrictions (Admin)