I have a question regarding the contract billing in the system. All I want to know is what are the steps which I need to follow to create the automation schedule for the automation of contract billings. Kindly help me to sort out this matter with clear steps.
Also it will be really helpful, if anyone can explain it by screen shots of the system with an example.
For an example, I have created a customer contract which needs to be billed by monthly. The contract period should be 01 year and the invoice should be generated monthly. Therefore, I need to create the invoice automatically by the system and save it as a draft without my intervention.
Appreciate your support.
Thank You and Best Regards
Yashodha
Best answer by ajmalnasir55
Hi Yashodha,
To create a contract with monthly billing (having expiration date set to 1 year) could be defined as follows.
This is further explained in following help document.
With regards to billing of Contracts, the billing is performed through ‘Run Contract Billing’ screen and you could add this to an automation schedule through following option.
Functionality of Run contract billing process explained in following help document.
With regards to billing of Contracts, the billing is performed through ‘Run Contract Billing’ screen and you could add this to an automation schedule through following option.
Functionality of Run contract billing process explained in following help document.
We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.