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Apply a Billing Schedule to a Buyer

Overview​

By applying a "Billing Schedule" to a Buyer, you can automatically issue Draft Billing Invoices based on the Billing Schedule settings.

Purpose​

Using the feature to apply a Billing Schedule to a Buyer serves the following purposes:

  • Enable Automatic Issuance: By applying a schedule, start the automatic creation of Draft Billing Invoices for that Buyer, eliminating individual invoice creation tasks.
  • Reflection of Transaction Conditions: Link an appropriate Billing Schedule that matches the Buyer's contract details (billing frequency, cut-off date, payment due date) to realize billing processing as per the contract.

Instructions​

warning

Automatic issuance of Draft Billing Invoices starts based on the "Recurrence x Cut Off Date" settings of the Billing Schedule at the point when application to the Buyer is completed.
Note that the timing for automatically issuing Draft Billing Invoices is 12:05 AM (JST) on the day following the "Cut Off Date".

Go to the Operation Screen​

  1. Click Buyers in the header menu.
  2. Click the ​Connected Buyers​ tab.
    *It is open by default.
  3. Search
    You can search for Buyers by filtering from each item.
  4. Click the Edit button for the target Buyer to set the Billing Schedule.
    Transitions to the "Edit a Buyer" page.

Enter the Form​

  1. Scroll down the screen slightly and select a pre-created Billing Schedule from the dropdown list in Billing Schedule within the "Terms & Conditions" section.

Execute the Operation​

  1. When settings are complete, scroll to the bottom of the screen and click Update.
    If the update is successful, the Billing Schedule will be applied.

Important Notes​

Please note the following points when using the feature to apply a Billing Schedule to a Buyer.

About the Timing of Draft Billing Invoice Issuance After Application​

Automatic issuance of Draft Billing Invoices starts based on the "Recurrence x Cut Off Date" settings of the Billing Schedule at the point when application to the Buyer is completed.
Data for the target period is aggregated and automatically issued at 12:05 AM (JST) on the day following the "Next Closing Date" of the applied schedule.

About Calculation Rules for "Payment Due Date"​

The payment deadline used depends on the Override Payment Due Rule setting in the applied billing schedule.

  • In the case of a Billing Schedule where Override Payment Due Rule is "Enable": Regardless of the Buyer settings, the rule of the "Billing Schedule" takes precedence.
  • In the case of a Billing Schedule where Override Payment Due Rule is "Disable": The "Payment Due Rule" set for the Buyer is referenced.
    *Please note that if the "Default Payment Due Rule" of the Buyer is also set to disabled, a Draft Billing Invoice with a blank "Payment Due Date" will be issued.

For the Maker Bank Account of Draft Billing Invoices, Buyer Settings Are Referenced​

The "Default maker bank account" set for the Buyer is applied to the bank account information for the transfer of the automatically issued Draft Billing Invoice".
If the "Default maker bank account" is not set on the Buyer side, a Draft Billing Invoice with blank transfer destination information will be issued.
If you want to achieve complete automation, please set the "Default maker bank account" in advance on the Buyer Management page.