The ability to generate invoices is present within the Recurring Billing Management interface, in addition to Revenue Entry. From this interface, a user can generate a billing run for storage items and create invoices. Although the user does not have the full functionality that is present from within Revenue Entry, invoice transactions are still generated following closer to the administrative settings than that of the Invoice Management interface. Refer to the Invoicing through Invoice Management section for more information.
From the Recurring Billing Management screen, a user has
the option to view invoices created for past billing runs through the Report
Viewer options or the user can use the Generate function to a new
billing run which will produce another batch of invoices.
Figure 30: Main options within Recurring Billing Management
Since the invoices in Recurring Billing Management are created as part of a batch process, all invoiced orders will be available to the user through the Report Viewer window.
Figure 31: Billing invoices within the Report Viewer screen
In general, invoices produced through Recurring Billing Management will automatically group by the date of the run and will list each individual line item automatically. The example in Figure 31 (below) illustrates a monthly grouping (billing) based on an annual billing run.
Figure 32: Sample billing invoice grouping
Learn more about generating storage billing invoices in the Recurring Billing and Storage topic.
One of the few storage billing options that affect invoicing is the Produce Invoice flag and it only applies to the storage-in-transit (SIT) billings.
Produce Invoice Flag on Billed Items for
SIT