Relevant for release 2.72 and up
Summary
We have added some addition notifications and features to optimize your billing run. Here is what you will get using the button "Invoice selected Records" to start the batch process:
- The user who started the billing run (or a user specified in the Feature Setting) will be notified by mail (and ChatterPost if used linked to the billing run), once certain phases have been completed.
- After the run you can manually recreate or resend failed PDFs with just one Button click.
Detailed Information
The billing run consists of three phases which are also reflected in the Billing Run Status field.
Assign number to invoices
Create PDF documents documents (unless disabled via the Administration Settings)
Send PDF per email to recipient(s) (optional and possibly disabled via Administration Settings)
Each phase will create an email notification.
| Info | ||
|---|---|---|
| ||
| These emails will be sent when 'Additional E-Mail Notification' is set to true when triggering the Billing Run. These are standard emails with no Email templates to customize. |
| Info |
|---|
As of version 2.134, Phase 2 & 3 (PDF generation and send PDF per email) can be disabled in the Administration Settings. Even where dispatch type is set to Email, phase 3 cannot occur when PDF generation is disabled. |
Here an example how your Chatter Feed for phase 1 and 2 might look like:
Email Notification for Phase 1
Create invoice numbers:
“You have started a BillingRun (phase 1: ASSIGN_INVOICE_NUMBER) batch process recently, which is now completed. Following are the process results.
Statistics
BillingRun: BR000927
Number of processed invoices: 4
Number of successfully processed invoices: 4
All invoices are processed without error.
For successfully processed invoices, a new BillingRun batch job is started to create PDF. Once the process is
completed, a notification mail will be sent to you, and a chatter post will be created under given BillingRun too.”
Email Notification for Phase 2
Create PDF documents:
“You have started a BillingRun (phase 2: CREATE_INVOICE_PDF) batch process recently, which is now completed. Following are the process results.
Statistics
BillingRun: BR000927
Number of processed invoices: 4
Number of successfully processed invoices: 4
Number of successfully processed invoices with Email as DispatchType: 2
All invoices are processed without error.
For successfully processed invoices with Email as DispatchType, a new BillingRun batch job is started to send PDF. Once the process is completed, a notification mail will be sent to you, and a chatter post will be created
under given BillingRun too.”
...