Setting up a Scheduled Job to Create Billing Documents

If your org is configured to use the Billing Events Integration, you can set up a scheduled job to automatically create billing documents for billing events. For details of when a billing event is eligible for billing document creation, see the Billing Events Integration Overview.

Note:

The scheduled job only processes billing events that do not already have a related billing document.

To set up the scheduled job:

1. Click the Billing Document Creation Scheduler tab.
2. Select the frequency on which the scheduler is to run. If you have a lot of billing events to process, we recommend you run smaller batches more frequently, for example, hourly rather than daily or weekly. 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 scheduler to run.
   • 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 the scheduler to run on the nearest weekday to the fixed date, select the Run on Nearest Weekday checkbox.
3. Enter the time you would prefer the scheduler to start. The actual start time depends on queue activity.
4. Click Schedule. A message is displayed showing when the scheduler will next run.

If you schedule the job more than once, the latest schedule replaces the previous one.

Clicking Run Now causes the job to run immediately, in addition to running at the scheduled time. If the scheduler is already running when you click Run Now, an error message is displayed and the additional job does not start.

For information about how to monitor the job, see the Salesforce Help about scheduling Apex jobs.