Generate Quarterly Billing (SCI Statement) Automatically with Auto Recurring SCI Feature

Generate Quarterly Billing (SCI Statement) Automatically with Auto Recurring SCI Feature

Introduction

This feature allows you to add a recurrent SCI batch schedule for pre-configured charges and customer group. The system will then automatically generate SCI batch invoices based on the scheduled dates. With this setting enabled, Admin do not need to manually generate new invoices for every cycle.

 

How to Create Auto Schedule for SCI Batch Invoice

1. Go to the Property > Invoice > SCI Batch Invoice page. Click on ‘Recurring Batch’ button to create an auto schedule for billing.

 

2. You will be redirected to the Recurrent SCI Setting page. Click on ‘Add New’ button at the top right of the page to create a new auto SCI batch schedule.

 

3. Next, at the ‘New Recurrent SCI Schedule’ page, configure the required settings.

  

Option

Description

Schedule Name

Enter any unique name for the auto schedule to identify this in the listing.

Create Auto/ Manual SCI Schedule

  1. Auto Generate SCI - Set the recurring schedule in order for the system to automatically generate new SCI invoices.
  2. Save Manual Schedule - Pre-set the recurring schedule for manual SCI batch generation.

Show Outstanding Balance

Select Yes for the SCI to show Outstanding balance (Ageing/SOA balance) as per statement date & add the outstanding to the statement balance/amount payable.

Bill Date

Select the day of the month for Bill date. For example, if you set Day 1, the invoice date will be first day of the month: 1st Jan, 1st Feb and so on. For invoice description, the charge period covered will be displayed as one month starting from Bill date e.g., "Maintenance Fee (01-01-2025 to 31-01-2025)".

Generate Date

Select the date for the system to auto generate SCI invoices.

  1. Same as Bill Date: Generate the SCI on the scheduled Bill Date of the first invoice in the SCI.
  2. Before Bill Date: Generate the SCI on day X before the scheduled Bill Date.

Recurring Start

Set the date as today or future date. The system will not bill for a past date; hence the first schedule bill date will be the first potential day beginning from today.

Recurring End

Set a date for the expected end of the auto schedule or you can tick the ‘Never Expire’ checkbox.

Billing Frequency

  1. Monthly - One invoice will be issued for every calendar month.
  2. Quarterly - One invoice will be issued for every calendar quarter that has been fixed in the system, i.e. Jan to Mar, Apr to Jun, Jul to Sep & Oct to Dec.

SCI Interval

This setting is only applicable if Billing Frequency = Monthly. Specify the number of monthly invoices to be generated at every SCI interval.

  1. Monthly: Generate one SCI consisting of one monthly invoice every month.
  2. Quarterly: Generate one SCI combining 3 monthly invoices (quarterly advance billing) at every fixed quarterly interval, e.g. Jan to Mar, Apr to Jun. Generate according to the scheduled Bill date for the first billing month and repeat on the first month of every subsequent quarter.
  3. Half-yearly: Generate one SCI combining 6 consecutive monthly invoices every half year.

Schedule Status

Set as disable to suspend the schedule.

Auto Upload to

i-Neighbour

Enable for system to immediately upload the invoices to i-Neighbour once it is auto- generated.

Customer Group

Select the Customer Group. You can select one or multiple groups. A separate batch will be generated for each group.

Charge Type

Select the applicable Charge Type. Charges such as Water, Electricity and Late Payment Interest cannot be selected.

Payment Terms

Select payment terms to be displayed on the invoice. Payment terms can be added/edited as Setup Module.

Charge Period

Only applicable if Billing Frequency = Monthly & SCI Interval = Monthly (i.e. Monthly SCI). Not applicable for other billing frequency & SCI Interval values. 

Select the charge period to be displayed in the invoice Item description.

  1. Current Month (Advance): The charge period is one month starting from Bill date e.g. Bill Date: 01-01-2025, Description: Maintenance Fee (01-01-2025 to 31-01-2025).
  2. Past Month (Arrear): The charge period is one month until day before Bill date e.g. Bill Date: 01-01-2025, Description: Maintenance Fee (01-12-2024 to 31-12-2024)

 

4. In the ‘Customer Group’ and ‘Charge Type Settings’ section, click + to add the selected group and charge(s). Once you are done, click on ‘Add New’ to add the auto SCI batch schedule.

 

5. The newly added schedule will be displayed at the Recurrent SCI Setting page. The applicable Next Bill Date is displayed. On the scheduled bill date, once the system generates the invoices, it will be listed in the SCI Batch Invoice page.

 
6. You have the option to edit or delete the auto SCI batch schedule by clicking on the icons below:

Icon

Description

To edit the settings for the selected auto batch schedule.

To delete the selected auto batch schedule.

 

Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@timeteccloud.com, we will update it as soon as possible.

    • Related Articles

    • Generate Account Statement Automatically with Recurring Statement Feature

      Introduction The Account Statement feature allows Admin to generate a Statement of Account (SOA) for each owner and upload the document to i-Neighbour. Once uploaded, owners can view their SOA at i-Neighbour’s e-Billing > Account Statement page ...

    • Generate Invoices Automatically with Auto Batch Invoice Feature

      Introduction Auto Batch Invoice feature in i-Account can generate invoices automatically using pre-configured settings. Hence, instead of Admin manually creating invoices, they can enable this function and preset the time for billing. The system will ...

    • How to Generate Account Statement in i-Account and Upload it to i-Neighbour

      Introduction A Statement of Account (SOA) is a great way to provide owners with a recap of the charges billed to them and the payments already made. Furthermore, SOA can also be used as a tool for payment reminder as it informs the owners of their ...

    • Billing for Fire Insurance

      Process - Update the Charge Rate at “Charge Setup” & Generate Invoice at “Batch Invoice” 1. Before generating invoice, enter the applicable charge rate at Property > Setup > Charge Setup. 2. At the Charge Setup page, there is a default charge item ...

    • How to Generate Batch Invoice in i-Account

      1. Go to Property > Invoice > Batch Invoice to generate new batch invoice. 2. Click “+ New Batch” at the top right of the page. 3. Fill in all the required details for the batch invoice. Enter a unique Batch Name for the batch invoice. This is for ...