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Delete a Billing Schedule

Overview​

You can delete unnecessary Billing Schedules.

Purpose​

The Delete Billing Schedule feature is used for the following purposes.

  • Organizing unnecessary Billing Schedules: Deletes unused Billing Schedules that are not currently linked to any Buyer due to the end of transactions or changes in contract types, improving the visibility of the management screen.
  • Deleting accidentally created data: Deletes Billing Schedules registered unintentionally due to test creations or operational errors, preventing misuse and data inconsistency.
  • Eliminating duplicate data and standardizing operations: Deletes Billing Schedules that are registered with different Codes or Names but have the same Recurrence, Cut Off Date, and Payment Due At, unifying the data to be used. This prevents operator selection errors and operational variations.

Feature Description​

In each brand environment, by creating a "Billing Schedule" and applying it to each Buyer, you can issue Billing Invoices based on the Billing Schedule settings.

A Billing Schedule allows you to set the "Recurrence" and "Cut Off Date", and based on these settings, "Draft Billing Invoices" are automatically issued.
The timing for automatic issuance of Draft Billing Invoices is 12:05 AM (JST) on the day following the "Cut Off Date".

Conditions for automatic issuance of Draft Billing Invoices​

The conditions for automatic issuance of Draft Billing Invoices are as follows:

  • A Billing Schedule must be applied to the Buyer.
  • At least one of the following data exists within the Billing Schedule (Recurrence x Cut Off Date period):
    • Delivery Invoice: References the delivery date. Non-billable Delivery Invoices are excluded.
    • Return Delivery Note: References the document date.
    • Credit Note: References the issue date.
    • Payment Confirmation: References the confirmed date. Treated as "Previous Deposit Amount".
    • Billing Balance: When a Billing Balance exists as a positive or negative number (not 0 yen).
  • The document of the target data is not already linked to a Billing Invoice.

Maker Bank Account for Draft Billing Invoices​

The "Default maker bank account" set for the Buyer is applied to the Maker bank of the Draft Billing Invoice.

If a Default maker bank account is not set for the Buyer in advance, the Draft Billing Invoice is created with the bank account unregistered.
Since individual editing operations will be required, please set a Default maker bank account for each Buyer if you want to automate this.

Timing of reflection on Billing Balance​

At the "Draft Billing Invoice" stage, the "Billing Balance" is not increased or decreased. It increases or decreases when formally confirmed as a "Billing Invoice".

However, the data sources such as "Delivery Invoice" and "Return Delivery Notes" are linked in the same way as regular Billing Invoices even in the draft state.

Instructions​

Go to the Operation Screen​

  1. Click Settings in the header menu.
  2. Click the Billing Schedule Management button.
    You will be redirected to the Billing Schedule Management page.
  3. Click the Remove button for the billing schedule you want to delete.
    The Delete Billing Schedule modal will open.

Execute the Operation​

  1. Check the "Code" and "Name" of the displayed billing schedule, and click Remove.
    If successful, the billing schedule will be deleted and will no longer appear in the "Billing Schedules".
    If the billing schedule is applied to a buyer, the deletion will fail.

*Please note that deleted billing schedules cannot be restored.

Important Notes​

Please note the following points when using the function to delete a billing schedule.

Restrictions on Deletion​

When deleting a billing schedule, the system checks the usage status to maintain data integrity.

If the billing schedule you are trying to delete is currently set for even one buyer, it cannot be deleted.
This specification is intended to prevent unintended cancellation of billing settings for active buyers, which could lead to billing omissions or unset billing schedules.

Impact on Past Billing Data​

Deleting the target billing schedule will not delete or alter the content of billing invoice data that was created or approved based on that billing schedule in the past.
The impact of deletion is limited to it "no longer being an option for future use."

Troubleshooting​

What to do if deletion fails​

When attempting to Delete unnecessary or duplicate created Billing Schedules and deletion fails due to an error, check the following procedure.

Reassigning the Billing Schedule: If an error is displayed during the delete operation, there are buyers using that schedule.
On the Buyer Management screen, change the target buyer's Billing Schedule to the Billing Schedule you plan to use in the future, and then perform the delete operation again.