Auto Billing Profile

An Auto Billing Profile is used to...

Schedule the regular generation of Invoices. Each Profile has a Niagara Trigger Schedule to activate the Invoice generation.
Specify any adjustments to be added to an Invoice when it is being generated.
Save the Invoice to a PDF file once the Invoice has automatically been generated. The directory Property is used to define the directory used to save the files and the Template defines the Invoice Px Template to be used.
Send an email once the Invoice has automatically been generated. Please note the following options about sending emails through Tenant Billing...
- The email address of the Tenant or Owner can automatically be included into the email by using the <OWNER_EMAIL_ADDRESS> and <TENANT_EMAIL_ADDRESS> text.
- 'CC Email address list' can contain a list of email addresses separated by the ; character.
- 'BCC Email address list' can contain a list of email addresses separated by the ; character.

It's recommended to leave the Default Automatic Billing Profile set to the 'No Schedule' option. This way any TBS components that need to be disabled can be set to this Profile so no automatic billing occurs on them.

Once a Profile has been created, it can be applied to an Owner. A Tenant also has the ability to override the Profile used by the Owner if the user wishs to specify an alternate configuration. Once a Profile has been applied, next time the Profile is triggered (i.e. via a schedule), the TBS will search for any Owners (and Tenants) that use the Profile, and generate Invoices from their respective Contracts.