How to a create a bill without autodebiting payments

A No Payment Bill is a manual bill that can be created on the system without triggering auto payments from the customer.

In TJ Ops, similar to Scheduled bills, a No Payment Bill remains in the  Draft Status until the Invoice Date has reached after which, the status changes to Unpaid.

You can distinguish a No Payment Bill from a Scheduled Bill using the Payment Terms:

• Manual — indicates a No Payment Bill, where payment must be recorded manually using the Offline Payment method.

• Automatic — indicates a Scheduled Bill, where payment is raised automatically using the customer’s default payment method.

When to use a No Payment Bill?

1. Maintain a financial record of a bill without collecting payment
2. Reflect an offline/ external payment  made outside the platform
3. Track charges that are recorded for reference but not collected from the customer

How to create a No Payment Bill

1. Go the Bill submodule in the Finance Module.

2. Click on + Create Bill on the top right side of the screen.

3. Fill in the details of the customer/booking to be charged in the Create Bill page:

4. You can choose to charge a customer with a specific booking or a customer without linking the charge to any booking.

• To charge a specific booking of a customer, click Select Customer and then choose the relevant booking by clicking Select Booking.

Alternatively, you can select the booking directly using the Select booking field.

• To charge a customer without linking the bill to a booking, select only the customer and leave the Select Booking field empty.

5. Select the No Payment from the Bill Type dropdown.
6. Set the Invoice Date - the date and time when the bill will be issued.
7. Set the Due date - the date and time when the payment will be attempted via customer's payment provider.
8. Select the payment method
9. Select the items to be charged by clicking + Add Line Item
10. (Optional) add notes to the bill, if needed and save it by clicking + Add note
11. Click Create Bill to finalise the scheduled Bill

Article by Roshel Jose

Please note:

1. The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
2. Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.