Create and Schedule Automated Invoice Jobs
You must have the
settings.admin
security permission configured to access Scheduled Invoice Settings
.Use the
Scheduled Invoice Settings
page to configure an automated invoice creation process.You can configure VNDLY to:
- Apply invoice grouping rules and automatically generate invoice files and PDF templates when the scheduled invoicing job runs.
- Automatically select all transactions in aNot Startedstatus for that billing cycle and create the invoice when the scheduled job runs.
- Designate a time and number of days after the close of the previous billing cycle to create an invoice.
- Access theScheduled Invoice Settingspage ( or search forScheduled Invoice Settingsin ).
- Locate the relevant billing cycle where you want to schedule an invoice job to run. Billing cycles that display inScheduled Invoice Settingsare configured inManage Billing Cycles(). Newly-created billing cycles display in aSuspendedstatus until you configure a scheduled invoicing job.
- As you configure a scheduled invoice job, consider:
Option Description Run DayEnter the number of days after the billing cycle’s end date when you want the scheduled invoice job to run.Run TimeandTimezoneIndicate the time and time zone when you want the scheduled job to run.(Optional) Schedule an overrideYou can override your scheduled invoice job for a specific billing period.Example: You normally schedule weekly invoice jobs for Monday, one day after the end of the billing period on Sunday. This week, there’s a company holiday on Friday. You want to give managers additional time to approve and review their billing information, so you schedule an override job to run on Tuesday instead.To schedule an override: Select Add Override.- Select the billing cycle and the run date when you want the scheduled invoicing override to run.
- Verify the run date for the override is after the run date for the previous billing cycle.
Configuring an override doesn’t interrupt the scheduled invoice job for other billing periods in the billing cycle.If an override exists, you can’t delete the billing cycle.RefreshIf you want to cancel your edits before you save, selectRefreshto revert to the previous settings.ResumeEnable the scheduled invoice job. The status changes fromSuspendedtoActive.DeactivateDisplays for active invoice jobs. Select to deactivate the current scheduled invoice job. - SelectSaveto keep your changes.