1. Order Management
  2. Billing and Invoices
  3. Invoices
  4. Invoice Groups Setup
  5. Using Billing Operations to Generate and Group Invoices

Using Billing Operations to Generate and Group Invoices

You can use the Billing Operations feature to group invoices based on common criteria. When using this option, you cannot group invoices by PO #. For information about enabling the Billing Operations feature, see Billing Operations.

To use Billing Operations to generate and group invoices:

  1. Go to Transactions > Billing > Process Billing Operations.

    Alternatively, go to Transactions > Billing > Schedule Billing Operations.

  2. In the Billing Operation Options section, do the following:

    1. To generate or update charges during the billing operation, check the Rating Run box.

    2. To generate credit memos during the billing operation, check the Credit Memo Run box.

    3. To generate invoices during the billing operation, check the Bill Run box.

    4. To group invoices during the billing operation, check the Group Invoices box.

    5. (Optional) To prevent grouping new invoices generated during the billing operation, check the Do Not Apply Grouping for Bill Run box.

      For new invoices created during the billing operation, the For Invoice Grouping box on the invoice record will be cleared. These invoices will not be grouped.

      If you also checked the Group Invoices box, preexisting invoices created before the billing operation will still be grouped.

  3. Click Save.

    Important:

    You can use the Billing Operations feature to create invoice groups without billing the sales orders. To only group invoices, clear the Bill Run box. When you click Run on the Billing Operations page, or Save on the Billing Operations Schedule page, invoices are grouped, but sales orders are not billed.

Related Topics

General Notices