If you have the permissions, you can mark released billing events as invoiced. Ask your administrator for help if you cannot mark a billing event as invoiced.
To mark an individual billing event as invoiced manually:
- On the billing event record, click Invoice. The Mark as Invoiced window opens.
- [Optional] Select an invoice date or enter the invoice or credit note number, or both.
- Click Mark as Invoiced. The Invoiced checkbox is selected on the billing events, their billing event items, and any associated business records.
Using Classic or Lightning Visualforce Pages
To mark an individual billing event as invoiced manually:
- On the billing event record, click Invoice.
- [Optional] In the Invoice Information section, select an invoice date or enter the invoice number, or both.
- Click Invoice. The Invoiced checkbox is selected on the billing events, their billing event items, and any associated business records.