You can have to separate BILLING CYCLES for your billing.
Primary is the default setting for every Paythepoolman account.
You can add an additional billing cycle on your Company Settings Page.
1. Click the COG WHEEL on the right hand corner to get to your COMPANY SETTINGS PAGE.
2. This is the view for COMPANY SETTINGS PAGE
3. On the left side menu click the CUSTOMER BILLING SETUP menu.
4. If you would like to add a Secondary Billing Cycle - toggle it to ON position. It will turn blue.
You will now have the option to run separate billings cycles with different customers in each billing cycle.
This might be a good option for companies who want to set COMMERCIAL accounts as PRIMARY BILLING and RESIDENTIAL accounts as SECONDARY BILLING. Or for whatever preferences you want to make for these two settings.
Note: Separate billing cycles is not necessary or required. This option is built into the system as an option for those who want to utilize it.
5. You can select what billing cycle you would like to sign a customer on that CUSOTMERS DASHBOARD under BILLING
6. You will have two different billing cycles appear in your RUN BILLING screen IF Secondary Billing is engaged.
If you would like to remove this feature you can do so by TOGGLING OFF Secondary Billing in your COMPANY SETTINGS Page.
**Be sure to reassign any customers set to SECONDARY billing to PRIMARY billing so they will be included when you run billing.