Version 2.72 and up
We have added some additional 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 billing run consists of three phases which are also reflected in the Billing Run Status field.
Assign a number to invoices
Create PDF documents (unless disabled via the Administration Settings)
Send PDF per email to the recipient(s) (optional and possibly disabled via Administration Settings)
Each phase will create an email notification.
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. |
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 is an example how your Chatter Feed for phases 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.”
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.”
Mail out PDF documents:
“You have started a BillingRun (phase 3: SEND_INVOICE_PDF) batch process recently, which is now completed. Following are the process results.
Statistics
BillingRun: BR000927
Number of processed emails: 2
Number of successfully processed emails: 0
Error
Email EMail895: No status returned Email EMail894: No status returned
For failed emails, please go to the BillingRun, and use the button "Email Status" there to check the error, to resend the email.”
If you billing run show the Status Error you can analyse the billing run results and additionally check the following: Each billing run record has three buttons "Merge PDFs", “PDF Status”, and “Email Status” to check the status and manually do corrections if needed.
If you don't see those buttons, ask your Administrator to add them to the layout.
If one or many items have failed you can manually re-send or create the PDF. To automate the Emails being sent 7.6.4 Setup automated Invoices Emails.