1. Order Management
  2. Billing and Invoices
  3. Invoices
  4. Billing Operations
  5. Creating and Managing Billing Operation Schedules

Creating and Managing Billing Operation Schedules

After creating Billing Groups, you can create bill run schedules to run billing operations at a specific time. When you create a bill run schedule, you can set parameters like which invoices to create, which customers to bill, and when to start the billing operations.

To create a billing operation schedule:

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

  2. Under Primary Information, enter a name and description for the bill run schedule.

    If you don't want to make the bill run schedule active right away, check the Inactive box.

  3. Under Schedule, set up the frequency for this bill run schedule.

  4. Under Billing Operation Options, check the Bill Run box.

  5. Under Billables, select the types of transactions for which you want to create bills.

  6. Under Accounting, check the Credit Card Approved box if a credit card outside of NetSuite paid for the transaction, and you want to record the transaction in NetSuite.

  7. Under Communication, indicate whether bills should be printed, emailed, or faxed.

    When you set the To Be Emailed field to either Yes or Respect Customer Preference, the Include Invoices for Grouping field is enabled. Check this box if you want to send to customers all invoices generated from the bill run that were also marked for grouping.

  8. Click Save.

To view the status of the bills being created from the bill run schedule, go to Transactions > Billing > Process Billing Operations > Status.

If you want to turn off the Billing Operations feature completely, inactivate all billing operation schedules first. Then, clear the Billing Operations box on the Transactions subtab of the Enable Features page. This step ensures that no further automatic billing gets processed.

Related Topics

General Notices