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Recurring Billing Batch Review

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Overview

Once billings are dispositioned, use this function as follows (including the generation of Sales Invoices) –

From the List View, select the Billing Run Batch Header by clicking on the Name field.

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Recurring Billing Batch Review

Header Section
 
Fields
Name:  Name of the Billing Run Batch Header Detail

Sales Division:  The Sales Division in which the Contract being billed exists

Billing Run Number:  System-generated run number of the run containing this billing

Billing Run Date:  The ending date of the period being billed for these charges in this run

Billing Run Date Time:  The date/time of the given billing run

Sales Invoice Batch:  System-generated batch number that Sales Invoices created from this billing run are contained

Invoice Date:   Creation Date of the Original Invoice

Create Sales Invoices Button
 
When Contract Billings have all been approved in the given batch, click on ‘Create Sales Invoices’ button to generate an Invoice.  When complete, the ‘Sales Invoice Batch’ field will be populated, the Billing Statuses will be set to “Invoiced”, and the specific Sales Invoice Number will be set.

Delete Sales Invoices Button
 
If once a Sales Invoice has been created but has not yet been approved or transferred, it can be deleted by checking the ‘Select’ checkbox and clicking on the ‘Delete Sales Invoices’ button.

User-added image  NOTE If more than one invoice was generated, all Invoices will be deleted when using this function

Merge into Another Batch Button

Click the ‘Merge into Another Batch’ button to access the pop-out and select Destination Batch to move current batch Invoice.
 
Change Invoice Date Button

Click the ‘Change Invoice Date’ button to access the pop-out and change the date.

Contract Periodic Billing Detail

Display of individual billings in this billing run

Remove Selected Billings From Batch Button

Since all billings must be approved prior to invoicing, it may be that it is desired to remove a specific billing from the batch.  Do so by checking the ‘Select’ checkbox to the far left of the given row, then click on ‘Remove Selected Billing from Batch’.

Mass Update Billing Status Button

If you wish to update the Billing Status of 1 or more billings in the given batch, check the ‘Select’ checkbox to the far left of the rows to be updated, and select from the ‘Billing Status’ dropdown the Billing Status you wish to change them to,
 
User-added image  NOTE You cannot change the status of a ‘Rejected’ or ‘Invoiced’ billing

Once invoicing is complete, the processing of Sales Invoices follows standard procedures.

SEE ALSO
Settings
Recurring Billing Batch Review
Recurring-Billing-Batch-Review

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