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Billing Plan AR

in Receivables & Collections 3 comments

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Hi All

When we have two separate recurring billing plans for the same customer, with different plans and amounts but the same billing date, running Generate Recurring Billing Plan combines both sets of line items into a single transaction.

Could you please help us understand why this is happening? There is no grouping rule configured on the transaction source—the grouping rule field is blank.

Our requirement is for each recurring billing plan to generate a separate transaction. If the Customer, Source, Type, and Date are the same, will the system automatically combine the plans? If so, what configuration is required to ensure that each recurring billing plan generates a separate transaction?

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