Billing: Bill Run

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Billing: Bill Run

The bill run task in Workflow creates a bill run in one of the three modes:

  • Ad-hoc - Creates a one-time bill run for a group of accounts. You can filter the accounts by bill cycle days.
  • Single Account - Creates a one-time bill run for a single account.
  • Replicate Existing Bill Run - Replicates an existing bill run. 

To learn more about bill runs, see Bill Runs and Creating Bill Runs.

Task Settings

Ad-hoc and Single Account Mode

  • Batch - Select the batch of customer accounts to include. This option is only available for the ad-hoc mode. 
  • BillCycleDay - Select the customer accounts that are to be billed on a particular day. Select AllBillCycleDays to include all accounts. This option is only available for the ad-hoc mode. 
  • Account Id - The account id of the single customer for which invoices will be generated. This option is only available for the single account mode.
  • Invoice Date - The date displayed on the invoices in this bill run.
  • Target Date - All charges that are to be billed on this date or prior will be included in this bill run. 
  • Charge Type To Exclude - Select the charge types to be excluded from the bill run. 
  • Auto Email - Select whether to automatically email invoices after the bill run completes.
  • No Email for Zero Amount Invoice - Select whether to skip sending emails for zero-amount invoices.
  • Auto Post - Select whether to automatically post invoices after the bill run completes.
  • Auto Renewal - Select whether to renew all subscriptions that are configured to automatically renew and are due for renewal during this billing period. 

Replicate Existing Bill Run Mode

  • Source Bill Run Id - The id of the existing bill run that is to be performed with this task.
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