ILLiad Billing

This section contains comprehensive documentation for ILLiad's billing system, which enables libraries to manage financial transactions, generate invoices, and track payments across all interlibrary loan services. The billing system supports both lending (charging other libraries) and borrowing (paying other libraries) transactions, with full integration across borrowing, lending, and document delivery modules.

Getting Started

• ILLiad Billing Manager
• Going Live with the Billing Manager

Enabling Billing

• Enabling Billing in Borrowing
• Enabling Billing in Lending

Managing Charges

• Adding Billing Charges in Borrowing
• Adding Billing Charges in Document Delivery
• Adding Billing Charges in Lending
• Removing Lending Billing Charges
• Adding Additional Fees to Invoices in the Billing Manager

Invoice Management

• Generating Billing Invoices
• Printing Billing Invoices
• Searching for Invoices
• Modifying and Recalculating Invoice Totals
• Cancelling a Single Invoice
• Deleting Generated Invoice Batches

Payment Processing

• Recording Incoming Payments
• Tracking Payment of Lending Invoices
• Tracking Payment of Lending Institution-Generated Invoices
• Tracking Invoice of Received Items

Account Configuration

• Adding User Billing Accounts
• Billing Service Levels

Reporting

• Billing Manager Reports