You can create a billing job to run at a particular interval. When the job runs, it creates billing documents for billing schedules that have not been billed where the billing date is on or before the date the job runs.
A billing document's document date will be set to the date the job runs, and its due date will be calculated from credit terms on the account, or credit terms on the company if none exist on account. If no credit terms are found on either the account or company, the due date is set to the document date.
If the relevant automation options are configured in your org, tax will be calculated on the billing documents and they will be automatically completed. For more information, see Setting up the Automation of Billing Central Processes.
To create a billing job:
- Click the Billing Jobs tab.
- Select the frequency on which the scheduler is to run. The options are:
- Hourly: Enter the number of hours between each occurrence.
- Daily.
- Weekly: Select the days of the week on which you want the billing job to reoccur.
- Monthly: Select either a fixed date or a relative date. The fixed date can be any day of the month or the last day of the month. If you want to run the scheduler on the nearest weekday to the fixed date, then select the checkbox.
- Enter the start date for the billing job.
- Enter the end date of the billing job or the number of occurrences after which the scheduler stops running.
- Enter the Preferred Start Time. The exact start time of the job will depend on queue activity.
- Click Schedule Job.
Depending on your permissions, you can monitor progress of the job by going to Setup | Monitoring | Scheduled Jobs. For more information, see the Salesforce Help.
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