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Definition: Billing Inception Date
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The date that billing starts for the account. This is usually the first date that the account has billable value.
Use this setting to designate what date you want to use for the billing inception date. To set the billing inception date, you have the following options:
Enter a manual inception date. Type in or choose from the calendar the date you want billing to start. When you compute dates, you can click the Check billable value link to see the values immediately. This is useful if you have a manual adjustment you need to make that is based on the inception date. You can then enter the adjusted date in the Billing inception date box.
Auto-generate the inception date. Select the Auto-generate date check box to have Advisor View automatically compute the billing inception date so you won't have to worry about a misalignment of billing inception dates and the performance inception dates used on your billing statements.
For more information about setting billing inception date, see Set an Account's Billing Inception Date and Closed Date.