5.3 Generating Invoices for Usage activity

Invoices can be generated by running a manual billing run and automatically by the system. The invoices can be generated automatically by the system for a recurring plan and also when a usage is passed into the system or created manually. The following will explain how invoices can be generated using the Manual Billing Run. 

  1. Navigate to Billing Cycles >> Manual Billing Run

Fig 16.0 shows the UI for Manual billing run

    2. Effective Run Date: This indicates when you want to run the Billing Run

    3. Billing Cycle Start Date: This indicates the start period from which you want the invoices to be generated

    4. Billing Cycle End Date: This indicates the end period till which the invoices need to be generated.

    5. Please tick the 'Process payments with auto-pay after generating invoices' if you want the payments to be         made from the card details stored against a customer profile.

    6. Choose the 'Plan' if you want the Invoices to be generated for Orders with a specific plan only.

    7. Click Start

    8. This will create invoices for all the usages created under usage activity (refer here for details)