Customer Billing

This is for Newsagencies Only

The customer billing routine should be run each Sunday, or soon after. It charges all of your customers for their home delivery orders, delivery fees, and any putaways charged to their account.

Important Points

• Customer Billing charges all customers for their orders at once. It is not possible to only charge some customers.
• The routine may be completed on or after a Sunday, but should not be run prior. The dates should be set so that you are charging customers for the week just gone, not for the week coming.

Customer Billing

1. From the main screen of Retailer, go to Customers -> Customer Billing.
2. The Calculate From and Calculate Until fields are filled automatically. Do not change them.
3. Ticking the Print Full Audit tickbox will list how much customers were charged along with their new balance while ticking Preview Audit will display a summary at the end with a total of the figures.
4. Click Start to begin the process.
5. If selected, the Audit Trail will be displayed and can be printed or saved as a PDF file.
6. Click Close.

The report will automatically be saved under Reports -> Restore Archived Reports

Undo Billing

If a mistake was done (Billing done twice or customer charged incorrectly), you can undo the billing to make adjustments.

If you are not 100% sure, please call Tower Support first.

1. From the main screen of Retailer, go to Customers -> Customer Undo.
2. Select the Customer tab.
3. Check that Remove Customer Billing On shows the correct week ending date.
4. Enter your Level D password, and click Remove to begin the process.
5. Click Close.

• Related Articles

• Customer Billing Audit Trail

  This is for Newsagencies Only The Customer Audit Trail report is generated as part of the customer billing process and provides a listing of customer charges based on their delivery/putaway orders for that week. The charges here DO NOT INCLUDE ...

• Undo Billing and Statements for Customers / Subagents

  This is for Newsagencies Only Undo Customer Billing If your customer billing process was done too far ahead or if titles were not charged correctly, you will need to undo the billing. If the charges have already appeared on customer statements, you ...

• Subagent Billing

  This is for Newsagencies Only Subagent Billing should be run straight after subagent statements. If this isn't done it can cause the amount charged to the customer to be different to the amount shown on the statement. From the main screen of Retailer ...

• Setting up add customer screen

  You can customize the screen when adding new customers to remove any information that isn't needed for your customers. Click on Customer > Search > Add This will bring up the New customer details screen. Click on the settings cog at the top right. ...

• Change Customer Barcodes

  If required, you can change the barcode which is automatically generated when a new customer is created. This might be because you have got pre-printed customer cards \ loyalty which have their own barcode on them. Click HERE to learn more about ...