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Bulk Apply a Billing Schedule to Buyers

Overview​

You can apply a Billing Schedule to multiple buyers in bulk to automatically issue Draft Billing Invoices based on the Billing Schedule settings.

Purpose​

The function to Bulk Apply a Billing Schedule to Buyers is used for the following purposes.

  • Streamline configuration tasks: By setting schedules for multiple buyers within a single screen, you save the trouble of opening the detail screen for each buyer and significantly reduce the administrative workload.
  • Flexible condition assignment: It supports not only setting the same schedule uniformly for all selected buyers but also setting different schedules according to each buyer's contract, smoothly reflecting diverse Transaction Conditions in the system.
  • Enable automatic issuance: By applying a schedule, you can start automatically creating Draft Billing Invoices for that buyer, eliminating the need for individual billing invoice creation tasks.
  • Reflect Transaction Conditions: Link an appropriate Billing Schedule that matches the buyer's contract details (Recurrence, Cut Off Date, and Payment Due Date) to achieve billing processing according to 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 Connected Buyers.
    *It is open by default.
  3. Search
    You can search for buyers by filtering from each item.
  4. Check the checkbox of the target buyer to set the Billing Schedule.
  5. Click Select action, and select Quick Edit from the pulldown menu.
    The "Edit Buyers" modal opens.

Enter the Form​

In the "Edit Buyers" modal, set the Billing Schedule for each buyer.

  1. BILLING SCHEDULE
    Select a pre-created "Billing Schedule" from the pulldown menu and set it for each buyer.
    *If you want to apply the same "Billing Schedule" to all selected buyers, select the "Billing Schedule" from heading row pulldown menu and click the Apply button.

Execute the Operation​

  1. When the settings are complete, click Update.
    If the update is successful, the billing schedule will be applied.

Important Notes​

Please note the following points when using the function to apply a billing schedule to multiple buyers in bulk.

"Group Billing Delegated Buyers" Cannot Select a Billing Schedule.​

Because the "Billing Delegatee" manages the issuance of invoices, the Billing Schedule feature is not applicable to Group Billing Delegated Buyers.

Existing settings for each buyer will be overwritten.​

If a Billing Schedule has already been applied to the buyer being set, it will be immediately overwritten with the settings of this operation.
The previous settings will not be retained.

Please check carefully before applying, especially if there are buyers with special schedules set individually.

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.