Invoice Batch Run Process

How Invoice Batch Runs Generate Invoices

Invoice batch runs use the Batch Management Service to process billing schedules and generate invoices in parallel. You can start reviewing, sending, and collecting payments on invoices as they’re generated, without waiting for the entire batch to complete.

From the App Launcher, find and select Invoice Batch Runs, and then open the relevant record. To view the related Invoice Batch Draft to Posted Run or Invoice Batch Run Recovery records, go to the Related tab.

To check the overall status and stage of an invoice batch run, check the status subtype on the Invoice Batch Run record. See Status Subtype of Invoice Batch Runs.

To monitor granular progress, select the job ID in the Batch Management Job field to open the corresponding Batch Management Job record. You can view real-time progress, processing status, and any errors. To view the status of all Batch Management jobs, from Setup, find and select Monitor Workflow Services.

The batch management service processes invoice batch runs in these stages.

• Identifies billing schedules that meet the criteria defined in the invoice batch run scheduler, such as the next billing date and billing frequency. Each eligible billing schedule is assigned a grouping key
• Processes billing schedules simultaneously across multiple threads. Each grouping key is processed independently, so completed invoices are available for review as soon as they're generated
• Calculates estimated taxes for draft invoices and actual taxes for posted invoices using the configured tax engine
• Updates the amounts and billing dates on associated billing schedules and billing schedule groups in alignment with the generated invoices, to prepare the data for the next billing cycle
• Updates the invoice batch run record with a summary of the completed run, including the total number of invoices generated, any failures, and the overall status

Status of Invoice Batch Runs

If an invoice batch run completes successfully, its status changes to Completed. If any errors occur during processing, its status changes to Failed.

Status Subtype of Invoice Batch Runs

To monitor and troubleshoot an invoice batch run, the Billing Operations user can check its status subtype. The status subtype provides visibility into each stage of the invoice batch run. This field isn’t available by default and can be added from the Invoice Batch run object’s page layout settings.

• Billing Schedules Filtering Started—The invoice run is preparing to identify the billing schedules to include for invoice generation.
• Billing Schedules Filtering In Progress—The invoice run is identifying the billing schedules to include for invoice generation.
• Billing Schedules Filtering Completed—The invoice run has identified the billing schedules to include for invoice generation.
• Invoice Generation Started—The process of generating invoices has started.
• Invoice Generation In Progress—The invoice run is generating invoices for the identified billing schedules.
• Invoice Generation Completed—The invoice run has finished generating invoices for the identified billing schedules.
• Invoice Generation Summarization In Progress—The summarization of the generated invoices is in progress.
• Completed—The invoice batch run has completed successfully. This corresponds to the Completed status of the invoice batch run.
• Failed—The invoice batch run has failed.