38 Generating invoices

An invoice lists the balance information for a customer's bill, and the amount due. In Oracle Monetization Cloud, you can assign invoice templates to a customer, view a customer's invoice, and generate a batch of invoices for your customers in PDF format.

For background information, see Overview of Oracle Monetization Cloud.

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About invoicing

After you run billing, you can generate invoices that you send to your customers. Two types of invoices can be generated: detailed and summary.

  • A detailed invoice lists the bill items and the events that have currency balance impacts greater than zero.

  • A summary invoice lists only the bill items and not the events.

Before creating your final invoices, you can run trial billing to validate that your company's billing charges are correct. See About trial billing.

Customizing invoices

To customize the appearance of an invoice, you modify the invoice template by using Oracle Business Intelligence (BI) Publisher. You can change the surrounding text, graphics, and layout. You can't change the content of the invoice; for example, by adding charges from custom events.

To modify an invoice template in BI Publisher, save the invoice template as a Word file, edit it, and then upload it to BI Publisher.

Assigning invoice templates to bills

Default invoice templates are assigned to your customers' bills whenever you create an account or add a bill unit to an existing account. You can change the template assigned to a bill or bill unit; for example, to one with a corporate customer's logo.

Use Subscriber Management to assign an invoice template to a customer's bills. After opening the account, select Actions, Financial Setup, and then Bill Unit Setup. Select the Edit icon and then specify the following:

  • The invoice template to use for bills that have been rerated after an invoice has already been sent to the customer. You can select a Replacement or a Corrective template. The Replacement template includes the original charges and the corrected charges. The Corrected template includes only the corrected charges. The default is Replacement.

  • The invoice template to use for all other bills. You can select a Consumer or a Corporate template. The default is Consumer.

Setting the output format for invoices

By default, your customers' invoices are generated in PDF format. To change the output format, you use BI Publisher to modify the bursting definition for your data model. In the bursting definition, set the OUTPUT_FORMAT parameter to the desired format, such as XML, HTML, or RTF.

For more information, see the discussion about adding bursting definitions in Fusion Middleware Data Modeling Guide for Oracle Business Intelligence Publisher.

Generating invoices

To generate invoices for your customers, you create an invoice job. You can specify which invoices to generate based on your customers' payment method, when your customers' billing cycle ends, and the invoice type.

Use Business Operations to create an invoice job. Select the Jobs icon, Invoicing, and then New. The options for running the job are:

  • Run the job once. You can run it immediately or at a specified date and time.

  • Repeat the job.

    • Specify how often to run the job: daily, weekly, or monthly.

    • Specify when to start the job, immediately or at a specified date and time.

    • Specify when to end the job, never or at a specified date and time.

  • Get an email notification when the job completes.

The invoice job attributes are:

  • The payment method.

    • Credit card or debit card

    • Invoice

    • All payment methods

  • The accounts to generate an invoice for. You can generate invoices for accounts whose billing cycle ends:

    • On or before the job is run.

    • A specified number of days before the date the job is run.

  • The invoice type: summary or detailed.

Accessing your invoices

After you run an invoicing job, your invoices are saved to the Oracle Monetization Cloud database so you can view them in BI Publisher and Subscriber Management. When the customer's payment type is invoice and preferred delivery method is postal, the invoices are also saved in PDF format to your SFTP server.

Viewing invoices in BI Publisher

You can view all of your customers' invoices by using BI Publisher.

In BI Publisher, select Catalog. In the Folders section, select Shared Folders, BRM_Invoices, 0.0.0.1, and then ViewInvoiceReport. Your invoices are grouped according to their template type, such as consumer invoice or corporate invoice.

For information about using BI Publisher, see Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Publisher.

Viewing invoices in Subscriber Management

Use Subscriber Management to view a customer's invoice; for example, so you can review its contents with the customer during a phone call.

  1. Open an account and then select the Bills tab.

  2. Select a bill.

  3. In the Bills section, select Actions and then View Invoice PDF.

You can also download or print the invoice.

Retrieving invoice files from the SFTP server

When a customer's payment type is invoice and delivery method is postal, Business Operations saves the invoice in PDF format to your SFTP server.

You can retrieve the invoice files from the SFTP server's /u01/sftp/environment_tenant_sftp/outgoing/invoices directory, where environment is prod for the production environment or test for the development environment. From there, you can securely download the invoices to an external system from which you can mail them to your customers.