ICBC Billing

 

The ICBC Billing module is a billing option purchased separately.  It applies only to firms operating in British Columbia, Canada.  To use ICBC Billing, you must have Microsoft Word 2000 or higher; Corel WordPerfect and earlier versions of Word are not supported.  If you use Create Bills a word processor is not required.

 

ICBC Billing enables firms providing services to ICBC to produce the text file (.txt) bill required by ICBC in accordance with their Strategic Alliance billing plan.  After using ICBC Billing to produce one or more bills, attach the text files to an e-mail message and send it to ICBC.  ICBC Billing also produces the bills using Microsoft Word, or using the Create Bills program.  You may want to print and keep a hardcopy of your ICBC bills for your own records.

 

Note:  A previous version of the Create Bills program was modified to enable you to include invoice period start and end dates on templates.  To display these dates on ICBC bills, read Adding Period Start and Period End dates to ICBC templates.

 

Creating bills using ICBC Billing in the Create Bills program:

  1. If this is the first time you are using ICBC Billing, follow the steps in Configuring ICBC Billing.  Then return to this screen.

  2. Generate the bills using the Create Bills program.

  3. The text file bill to be sent to ICBC is produced automatically.  The bill will also display in the normal manner so that you can print a hardcopy for your records if required.

 

Creating bills using ICBC Billing with Word Processor Billing:

  1. If this is the first time you are using ICBC Billing, follow the steps in Configuring ICBC Billing.  Then return to this screen.

  2. Select Create Bills or Create Pre-bills under the Word Processor heading on the Billing menu.  The Pre-bills option does not increment your bill number series and does not enable you to create multiple bills at once.  Do not use the Pre-bills option if you want to use the Enter/Modify Bills Post All feature.

  3. Under the ICBC Bill option, select Yes.

  4. Create the bills.

  5. ICBC Billing will produce the bills and display them using Microsoft Word so that you can print a hardcopy for your records if required.

 

Attaching text files to an e-mail message to send to ICBC:

  1. Open your e-mail program, create a new message, and select the option to attach a file to the message.  The steps to create a new message and attach a file will vary depending on your e-mail program.

  2. When prompted to select the file to attach to the message, go to the drive and directory in which the program is installed.  If the program is installed on a network, the drive and directory may be on your server.

  3. Open the Bills folder in the directory in which the program is installed.  Under the Bills folder, open the ICBC folder.

  4. The text files containing the ICBC bills will be displayed.  Bills are named with the client number.  Attach the files to send to ICBC, and send the e-mail.

 

Viewing and editing ICBC text file bills