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 6.2.5 Monitor your Billing Runs to follow up on email notifications and status. 

Open

View invoices

Open

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.




Chatgpt Echancement

Overview

Billing Run Records provide an overview of all invoices created on a specific date by a designated owner, allowing for effective tracking of invoices. Within the Overview Tab, navigate to Finance > Billing Runs to select and view your preferred record. Here, you can also preview the generated PDFs before sending them to customers.

Key Sections

1. Invoices Created

   • All invoices created are listed in the Related List under your selected Billing Run record

   • Once invoices are created, they can be sent to customers. For updates and email notifications, see 6.2.5 Monitor your Billing Runs
     
     

2. View Invoices

   • To view details for a single invoice, click on its name within the list

   • Each invoice’s detailed view provides key billing information and access to the PDF version
     
     

3. Invoice Example (PDF)

   • Locate the PDF version of the invoice in the Notes & Attachments section for a quick preview before sharing