Follow these steps to implement a basic billing workflow:
Once you have posted your invoices and sent them to the customer, changes to an invoice can only be made via an adjustment. Therefore, we recommend you check your invoices and make any necessary changes prior posting and sending out your invoice.
Users executing the payment run should follow up on failed payments and retry payments as needed. When this process is complete, you can proceed to mail or email the invoices.
When you are very comfortable with the best practice billing workflow process (we recommend approximately 6+ months of billing) and/or have very simple pricing, try the following to further automate your billing process:
Your workflow will be different if you have enabled the auto-post and auto-email invoice options:
Schedule your payment run to execute after your billing run completes and posts. Depending on how many customers you are processing in your bill run, you should plan accordingly to ensure your bill run has sufficient amount of time to complete and be posted prior to the payment run executing. The payment run can only collect payment for posted invoices.
Users executing the payment run should follow up on failed payments and retry payments as needed. When this process is complete, you can proceed with mailing or emailing out the invoices.