Completing Billing Documents

You can complete billing documents with the status "Draft" or "Ready for Review" when they have one or more line items.

When you set a billing document to "Complete", the Total Billed field on related contract line items is updated:

• If the billing document is of type "Invoice", the value of the related billing document line item is added
• If the billing document is of type "Credit Note", the value of the related billing document line item is subtracted

This enables you to create reports to analyze the revenue on each contract.

If your org uses the Billing Document to Transaction integration:

• When you click Complete on a billing document, several messages are passed between Foundations, Billing Central, and Accounting. See Messaging between Billing Central and Accounting.
• The billing document is posted to Accounting as transactions when the document is marked as complete. If a billing document fails to post successfully to Accounting transactions, you can retry the action. See Posting Billing Documents to Accounting.

If your org uses the Billing Document to Sales Invoice or Credit Note integration, you can create a sales invoice or a credit note from a complete billing document. For more information, see Creating Sales Invoices from Billing Documents and Creating Sales Credit Notes from Billing Documents.

To mark a single billing document as complete:

1. Click Complete in the Billing Document Detail page of the billing document you want to mark as complete.
2. To confirm the action, click Complete.

Completing Several Documents

To mark several billing documents as complete:

1. Select the billing documents you want to complete in the list view on the Billing Documents tab.
2. Click Complete.
3. To confirm the action, click Complete Billing Documents.