In this article we will provide a high level preview of the Billing module.
Important Action (1)
Invoice Batches - Displays a list of active invoice batches you have created. You can edit existing or create new invoice batches here.
Generate Invoice Batch - Clicking this will allow you to generate invoices.
Finalized Invoices - Displays a list of invoices that have been finalized. If you are using an AR export, you can reset the flags for what has already been exported here.
Export Invoice - If enabled, allows you to export invoice data for upload into your accounting system.
Billing Setup (2)
Business Units - Displays a list of business units. Clicking any will bring you to the settings associated with billing for that business unit. You can edit them here.
Billing Transactions (3)
Billing Adjustment - Displays a list of billing adjustments that have been created in the system. You can also create new ones here.
Create Billing Adjustment - Allows you to quickly create a new billing adjustment.
Invoicing (4)
Invoice Batches - Displays a list of active invoice batches you have created. You can edit existing or create new invoice batches here.
Generate Invoice Batch - Clicking this will allow you to generate invoices.
Finalized Invoices - Displays a list of invoices that have been finalized. If you are using an AR export, you can reset the flags for what has already been exported here.
Export Invoices - If enabled, allows you to export invoice data for upload into your accounting system.