Billing Scenarios

invoices introduces Billing Scenarios to let you fit billing into to your operation, according your product types and your billing requirements. A billing scenario sets apart the sales to be invoiced from all the opportunities in your organization, and defines the following specific aspects of the billing process for that scenario:

  • Contact role type to be used as recipient of the invoices automatically delivered by email
  • Email template used to automatically email invoices to your customers
  • Name and location of printouts files for batch invoice printing
  • History tracking of invoices
  • Tracking of sent invoice email activities
  • Auto generated invoice number display format and sequence

To control the sales to be invoiced for a billing scenario you add Billing Rules to that scenario. Billing rules are filter criteria that specify the conditions that sales and product records must meet to included in the billing scenario every time you process the invoices for that scenario. For example "Opportunity Stage equals Closed/Won" is a billing rule that sets apart the closed deals from all opportunities in your organization.

All invoicing with invoices is always done in the context of a billing scenario. So at the time of billing, you pick one of your pre-defined scenarios and the application automatically filters the sales for that scenario in the bulk billing mode, or a single sale in the single invoice mode. You can create as many billing scenarios you need to manage the invoicing of different products and payment schedules you offer.

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  • Click New Billing Rule on the Billing Scenario page to add billing rules to that scenario.
  • Select the billing rule type.
    Click Next to go to the next step
  • Select the billing rule field.
    Add the selected field to the billing rules panel to create a billing rule.
    Pick the billing rule operator and assign a value to the selected billing rule field, or tick the variable checkbox. A variable billing rules means that its value is assigned at the time of billing
    Save the the billing rules.
  • The billing rules were added to the billing scenario. In this example the billing scenario corresponds to all the Closed/Won opportunities, that were approved for invoicing, and that were closed between two dates that will be set at the time of billing.
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