6.3.2 Billing Run Records


Overview

The billing run overview lists all the invoices created on a certain date by a certain owner. This helps to always have control of all invoices. Here you can preview the automatically generated PDFs before sending them to your customers. Open the Overview Tab, click on Finance - Billing Runs and choose the record you like to view.

Invoices created

You find all invoices in the related list under your billing run record.

Your invoices have been created and you can send them to your customers. Please also read 6.3.5 Monitor your Billing Runs to follow up on email notification and status. 

View invoices

Click on the name of an invoice to view the invoice details of one single invoice.

Invoice Example

You can find the invoice as a PDF file under Notes & Attachments.