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Completing Billing Documents

You can mark draft billing documents as complete when they have one or more line items.

When you set a billing document to "Complete", the Total Billed field on related contract line items is updated:

• If the billing document is of type "Invoice", the value of the related billing document line item is added
• If the billing document is of type "Credit Note", the value of the related billing document line item is subtracted

This enables you to create reports to analyze the revenue on each contract.

If your organization uses the Billing Central to FinancialForce Accounting integration:

• When you click Complete on a billing document, several messages are passed between ERP, Billing Central, and Accounting. See Messaging between Billing Central and Accounting.
• The billing document is posted to FinancialForce Accounting as transactions when the document is marked as complete. If a billing document fails to successfully post to FinancialForce Accounting transactions, you can retry the action. See Posting Billing Documents to Accounting.

To mark a single billing document as complete:

1. Click Complete in the Billing Document Detail page of the billing document you want to mark as complete.
2. To confirm the action, click Complete.

Completing Several Documents

To mark several billing documents as complete:

1. Select the billing documents you want to complete in the list view on the Billing Documents tab.
2. Click Complete.
3. To confirm the action, click Complete Billing Documents.

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