Skip to main content

Bulk Finalize Draft Invoices (Billing Schedule)

Overview​

You can bulk finalize Draft Invoices automatically issued by the Billing Schedule feature into finalized invoices.

Purpose​

The primary purpose of bulk finalizing draft invoices is to finalize multiple draft invoices based on billing schedules into official invoices through the prescribed procedure, and maintain transparency and consistency in the billing process.

Finalizing multiple items at once also helps reduce processing variation, standardize operations, and prevent dependency on specific individuals.

Feature Description​

What is Bulk Finalize Draft Invoices​

This is a feature to finalize and issue Draft Invoices automatically issued by the Billing Schedule feature as finalized Invoices.

Draft Invoices refers to billing invoices automatically issued by the Billing Schedule feature.

For details on the billing schedule, please refer to Create a Billing Schedule.

Behavior during Finalization​

When a Draft Invoice is finalized, a finalized Invoice is issued.

At the same time the finalized invoice is issued, the amount calculated by subtracting the Billing Balance applied to the invoice from the Billing Amount is added to the current Billing Balance.

A formally issued invoice is assigned a Periodic label.

Invoices created outside of the billing schedule are distinguished as Ad Hoc.

Instructions​

Navigating to the Bulk Finalize Draft Invoices Screen​

  1. Click Transactions menu > Billing Management.

  2. Click the Draft Billing Invoices tab.

  3. Select the check boxes of the draft invoices you want to bulk finalize.

    • You can narrow down the target draft invoices by entering conditions in each item of Search.
    • Multiple check boxes can be selected.
    • To uncheck all, click Remove All Selections.

  4. Click the Bulk Action pulldown.

  5. Click Bulk Finalize Draft Invoices.
    The "Bulk Finalize Draft Invoices" modal opens.

Bulk Finalize Draft Invoices​

After confirming the target draft invoices, click the Create button.

If finalization is successful, the target draft invoices are issued in bulk as finalized invoices.

Issued invoices can be confirmed from the Billing Invoices.

Important Notes​

Regarding Cancellation after Finalization​

Once a draft invoice is finalized, it cannot be undone.

If you need to start over from a draft invoice, delete the invoice and perform Re-run Invoice Run.