You can create a billing job to run at a particular interval. When the billing job runs, it creates billing documents from the billing schedules that have not been billed where the Billing Date is on or before the date of the billing run. If the Calculate Tax on Billing custom setting is enabled, then tax will be calculated on the billing documents using FinancialForce. For more details see the tax calculation topics in FinancialForce ERP Help.
To create a billing job:
Click the Billing Job tab.
Select the frequency on which the scheduler is to run. The options are:
Hourly: Enter the number of hours between each occurrence.
Daily.
Weekly: Select the days of the week on which you want the billing job to reoccur.
Monthly: Select either a fixed date or a relative date. The fixed date can be any day of the month or the last day of the month. If you want to run the scheduler on the nearest weekday to the fixed date, then select the checkbox.
Enter the start date for the billing job.
Enter the end date of the billing job or the number of occurrences after which the scheduler stops running.
Enter the Preferred Start Time. The exact start time of the job depends on queue activity.
Click Schedule Job.
Depending on your permissions, you can monitor progress of the job by going to Setup | Monitoring | Scheduled Jobs. For more information, see the Salesforce Help.
View Tutorial