You can also initiate billing directly on order creation. Initiating billing on order creation helps you to generate billing schedules before order activation. With this feature, you can bill and invoice your customers before activating their assets. 

You can initiate billing on creation by using the Order System Property, Initiate Billing on Order Creation.  

To initiate billing on order creation: 

  1. Go to Custom Settings.
  2. Under Order System Properties, click Manage. 
  3. Select Initiate Billing On Order Creation. Click Save.

If you select Initiate Billing on Order Creation, billing schedules are generated when an order is created on acceptance of Quote/Proposal. Billing Schedules are generated with Status as Pending Billing. You can now invoice your billing schedules using the invoice run functionality.  

If you select Billing on Order Creation, billing schedules are generated on order creation. When you activate your order, duplicate billing schedules will not be generated. Ensure that you have selected at least one setting, Billing on Order Creation or Billing on Order Activation. 

Asset Manager flow is not supported with Billing on Order Creation feature. To perform ABO actions, use the Quote/Proposal flow.