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info.pngUsers can view a Bill in CBA in one of two ways, depending on whether a Billing Program has Schedules enabled.

 

 

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CBA Concepts: Billing Center

docs_16.gifCBA Concepts: Billing Automation

 

 

View a Bill: Schedules Enabled

 

1. Navigate to the Billing Center.

 

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2. Select View Bill from the Actions menu.

 

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Click the empty area on the Billing Program's row to open the Actions Menu, then click View Bill.  The billing report wizard will launch and automatically generate your report using the default report layout associated with the Billing Program.

 

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info_med.gifCBA allows you the change the billing report layout on the preview screen.  Select a layout from the dropdown and click Refresh to update the report preview.

 

 

View a Bill: Schedules not Enabled

 

1. Navigate to the Billing Center or Select Billing Reports from the Billing or Reports menus.

 

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2. If you clicked into the Billing Center, open the Actions Menu and select Report Wizard.

 

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Move your cursor over the calender icon or actions link to open the Actions menu.  Click View Bill.  CBA will launch the traditional billing report wizard.

 

docs_16.gifHow to Add Schedules

 

 

3. Generate the report.

 

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Step through the Billing Report Wizard to generate your report.

 

CBA Concepts: Billing Center

CBA Concepts: Billing Automation