Billing Overview

Orion offers an extensive billing program, with lots of options and customizations.  Best practice is to keep things as simple as possible, with few exceptions.  This will make the quarter end billing process much more streamlined, and minimize errors.

Enterprise:

The XYPN Orion specialist will complete billing for Enterprise account advisors.  Instructions are sent out prior to quarter end and contain data audits to ensure your account information is updated and ready for billing.  Advisors with very complex billing structures will require more time and attention, and will be completed after the main batches have been run.

Database:

Advisors using the full Database will be responsible for running their own client billing (don't worry, there are tons of resources!).

Note: If you realize you are "locked out" of your database and unable to make edits, it is because a billing batch or reporting is being run by an advisor.  These instances should be rare, so we appreciate your patience.