Marking Billing Events as Invoiced

After generating billing events or billing event batches, you can mark them as invoiced. You need the Invoicing permission control to mark a billing event as invoiced. Contact your administrator if you cannot mark a billing event as invoiced.

To mark the billing event as invoiced:

  1. On the Billing Event page, click Invoice. The Mark as Invoiced window opens.
  2. [Optional] Select an invoice date or enter the invoice number.
  3. Click Mark as Invoiced. The Invoiced checkbox on the billing event record is marked as invoiced.

Depending on the configuration of your org, you must release a billing event before marking it as invoiced. If you are unsure, ask your administrator for help.

Depending on the configuration of your org, a success message is displayed or you receive an email notification. For more information, see Billing Settings.

To mark billing event as invoiced from the Billing Event list on a project:

  1. Select the billing event. The Billing Event page opens.
  2. Click Invoice. Invoice Billing Event page opens.
  3. [Optional] In the Invoice Information section, select an invoice date or enter the invoice number.
  4. Click Invoice. The Invoiced checkbox on the billing event record is marked as invoiced.