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Re-run Invoice Run (Billing Schedule)

Overview​

In the billing schedule feature, this function re-aggregates uninvoiced documents included in the most recent closing period and bulk-generates new Draft Invoices.

Purpose​

The primary purpose of re-running an invoice run is to re-aggregate uninvoiced documents found after automatic draft invoice issuance or corrected documents, and keep billing information up to date.

When you need to discard automatically issued draft invoices and redo the billing process, it helps reduce the effort of manual re-aggregation and supports centralized management of billing data.

Feature Description​

Overview of Re-running the Invoice Run​

Specify one target billing schedule to re-run the invoice run.

In re-running the invoice run, re-aggregation is performed based on the billing schedule settings for buyers who have that specific billing schedule configured.

Billing schedules created in advance can be used as options.

For the procedure to create a billing schedule, please check Create a Billing Schedule.

For the procedure to set a billing schedule for a buyer, please check Apply a Billing Schedule to a Buyer.

Documents Subject to Aggregation​

The documents subject to aggregation are only uninvoiced documents included in the most recent closing period that are not linked to existing invoices or draft invoices.

For each target buyer, uninvoiced documents corresponding to the closing period of the billing schedule are re-aggregated to create new Draft Invoices.

Behavior After Process Completion​

The process of re-running the invoice run is performed in the background.

Once the process is complete, a notification email will be sent to the specified members.

Instructions​

Moving to the Re-run Invoice Run Setting Screen​

  1. Click the Transactions menu > Billing Management.
  2. Click the Draft Billing Invoices tab.
  3. Click Re-run Invoice Run.
    The "Re-run Invoice Run" modal opens.

How to Enter the Form​

  1. Target Billing Schedule
    Select one billing schedule to re-run from the dropdown.

  2. Select Notification Members
    Check and select the members to receive notifications upon process completion. Multiple selections are possible.

Re-run Invoice Run​

After confirming the input details, click the Execute button.

The process to re-run the invoice run will start in the background.

Important Notes​

Notes on Combining Existing Draft Invoices and Uninvoiced Documents​

It is not possible to combine uninvoiced documents into existing Draft Invoices.

If you wish to combine already existing draft invoices with uninvoiced documents, you must delete the draft invoices before executing this function, and then perform the re-run invoice run.