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Contract Billing Automation 2024 R1

  • 31 July 2024
  • 2 replies
  • 39 views

Hi Team,

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

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.

 

https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=51314298-4111-4892-a2a1-b20f1cdb1d4b

https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=27414b7f-098b-4995-b56d-93f6da3b2910

 

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.

 

https://help.acumatica.com/(W(2))/Wiki/ShowWiki.aspx?pageid=e61936e7-00f6-4cd6-8a63-375867dc1b9d

 

Automation schedule process explained in following help document

 

https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=87426450-3fdb-4248-b29c-e9cbf47cef6f

 

Hi @ajmalnasir55 ,

Thank you so much for your response.

Regards/ Yashodha

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