Concept: Manual and Scheduled Invoicing
VNDLY supports 2 methods of invoicing: manual and scheduled. Both methods use the invoice grouping rules, fee strategies, and invoice file generation that are configured in the tenant. There’s no difference between the invoices and associated invoice files that VNDLY creates with these methods.
Manual Invoicing
You can manually select invoice transactions individually or in bulk at any time to create invoices. Manual invoicing enables you to:
- Create individual off-cycle invoices.
- Put single-line items on hold while other items move through the invoicing process.
You must have the
invoicedata.create
permission to use this method.Scheduled Invoicing
Scheduled invoicing enables you to automate the invoice creation process. You can configure VNDLY to generate invoices at both a specific:
- Time of day.
- Number of days after the close of the previous billing cycle.
When the scheduled job runs, VNDLY automatically:
- Selects all transactions in aNot Startedstatus for that billing cycle.
- Creates the invoice.