Scheduling Options
Invoice Runs provide two scheduling options:
Immediate
You can generate ad hoc invoice for any product or service that you do not want automatically invoiced. Under , select the Run Type as Immediate.
|
Field |
Description |
|---|---|
|
Invoice Date Type |
You can select any one value from the following:
|
|
Invoice Date |
Select the date which you want to stamp on the invoices as the Invoice Creation Day. |
|
Process through date |
Billing Schedules with the Ready for Billing Day equal to or less than the date specified in this field will qualify for invoice generation. |
Scheduled
You can generate invoices in bulk for your customers on a defined schedule. Under , select the Run Type as Scheduled.
Define values for the fields described in the following table and click Save.
|
Field |
Description |
|---|---|
|
Schedule Type |
Select from one of the following options:
|
|
Preferred Start Time |
Define the specific hour and minutes of the day when you want to schedule this Invoice Run. |
|
Week Day |
Select a day of the week when you want to perform the Invoice Run. |
|
Invoice Date Type |
You can select any one value from the following:
|
|
Invoice Date Offset |
From the drop-down menu, select the number of days by which you want to advance or delay performing the Invoice Run. |
|
Process through date Offset |
From the drop-down menu, select the number of days by which you want to advance or delay processing the Invoice Run. |
|
Schedule Run from |
Enter the date you want to start this Invoice Run. |
|
Schedule Run To |
Enter the date you want to stop this Invoice Run. Invoice Run batch job runs indefinitely if you do not specify this date. |
Select the Schedule Type to Weekly, select Week Day as Monday, Invoice date offset to -1, and process thru Date offset to +6 days.
The Invoice Run batch will run every Monday picking invoices with Ready for Invoice Date less than or equal to Saturday.
