Billing Operations
Billing Operations provide automation tools for billing managers and account receivables professionals. As an administrator, you can access Billing Operations in two ways:
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Transactions > Billing > Process Billing Operations
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Transactions > Billing > Schedule Billing Operations
To access Billing Operations using the A/R clerk role, go to Billing > Billing Operations.
You need to enable Billing Operations to use these features.
To enable billing operations:
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Go to Setup > Company > Enable Features.
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Select the Transactions subtab.
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Under Billing, check the Billing Operations box.
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Click Save.
If you're an administrator, you'll see the menu options for Process Billing Operations and Schedule Billing Operation under the Transactions tab. If you're using the A/R clerk role, you'll find these options under the Billing menu.
When billing operations run, rating runs and credit memo runs happen before invoicing billable customers.
To process Billing Operations for an Intercompany A/R account, select an Intercompany A/R account on the Billing Operations page. If the Eliminate Intercompany Transactions box is checked for that account, an A/R account is designated as an Intercompany A/R account. To set the Eliminate Intercompany Transactions box, go to Setup > Accounting > Chart of Accounts > New. For more information about Intercompany A/R accounts, see Creating Intercompany Accounts.
Related Topics
- Custom Workflow Based Invoice Approval
- Viewing and Creating Bill Runs and Credit Memo Runs
- Creating Billing Groups
- Custom Workflow Based Invoice Approval
- Using the Billing Tab and Dashboard
- Global Invoicing Preferences
- Creating an Invoice
- Choosing an Invoice Type
- Billing or Invoicing a Sales Order
- Invoicing Billable Customers
- Closing or Voiding an Invoice
- Creating Installments
- Printing an Invoice
- Progress Invoices
- Billing Costs to Customers
- Displaying Deposit Balance on Customer Statements and Remittance Slips