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ILLiad Billing

The ILLiad Billing system provides comprehensive tools for managing financial transactions across all ILLiad services including borrowing, lending, and document delivery. The system handles invoice generation, payment tracking, and financial reporting to streamline your interlibrary loan billing processes.

Overview​

The ILLiad Billing Manager is a centralized tool for:

  • Invoice Generation: Create automated invoices for borrowing, lending, and document delivery services
  • Payment Tracking: Monitor and record incoming payments from institutions and patrons
  • Financial Reporting: Generate detailed billing reports and statistics
  • Charge Management: Add, modify, and remove various types of charges and fees

Key Components​

Billing Manager​

The central hub for all billing operations, providing tools for invoice generation, payment processing, and financial reporting.

Learn more: ILLiad Billing Manager

Service-Specific Billing​

Borrowing Billing​

Configure billing settings and processes for borrowing requests, including patron charges and institutional fees.

Getting Started: Enabling Billing in Borrowing

Lending Billing​

Set up billing for lending services, including charges to borrowing institutions and fee structures.

Getting Started: Enabling Billing in Lending

Document Delivery Billing​

Manage billing for document delivery services, including reproduction costs and delivery fees.

Learn more: Adding Billing Charges in Document Delivery

Financial Management​

Invoice Operations​

Payment Processing​

Account Management​

Getting Started​

Prerequisites​

Before implementing ILLiad billing, ensure you have:

  • Proper administrative permissions in ILLiad
  • Understanding of your institution's billing policies
  • Configured user accounts and service levels

Implementation Steps​

  1. Review Requirements: Start with Going Live with the Billing Manager
  2. Enable Services: Configure billing for your required services (borrowing, lending, document delivery)
  3. Set Up Accounts: Create user billing accounts and service levels
  4. Configure Charges: Set up appropriate fee structures for your services
  5. Test System: Generate test invoices and verify payment tracking

Advanced Features​

Reporting and Analytics​

Generate comprehensive reports on billing activity, payment status, and financial performance.

Learn more: Billing Manager Reports

Maintenance Operations​