Consolidating Charges to Generate Customized Invoices

Follow the procedures in this topic to consolidate charges to generate customized invoices.

This task is a step in Process of Administering Invoices.

To consolidate charges to generate customized invoices

1. Navigate to the Administration - Contracts screen, then the Charge Consolidation Plans view.

2. Select a charge consolidation plan.

3. In the More Info view, click Execute Now.

   You can also use a repeating component job to consolidate charges to generate customized invoices.

To consolidate charges to generate customized invoices using a repeating component job

1. Navigate to the Administration - Server Management screen, then the Jobs view.

2. In the Jobs list, create a new Job record.

3. In the Component/Job field, select Workflow Process Manager.

4. Enter the appropriate Repeat Interval and Repeat Unit in the Job Details view.

5. Scroll down to the Job Parameters list, and create a new parameter record.

6. In the Name field, select Workflow Process Name, and in the Value field, enter FS - Charge Consolidation or FS - All Charge Consolidation.

7. Click Start in the Jobs list.