Billing Run Basics

Billing Runs automatically sends invoice(s) to single or multiple customers once invoices are posted.

A Billing Run determines all unbilled orders and Billing Schedules currently in the system and creates invoices for each customer. Billing Runs can be manually started or scheduled to occur at a variety of intervals. 

Ordway is built for scale, meaning you can run an unlimited amount of Billing Runs thus completely eliminating manual processes. 

Ready to create a Billing Run? 

Restrictions or Limitations

1. Only one Billing Run can be running at a time.
2. Deleting a Draft Billing Run is a background process, viewable in the Jobs section; but not yet available in Billing Runs. 

Batching

A Billing Run can be for a single customer or a group of customers. Batching allows logical grouping of customers.

Example: Group monthly billing customers separately then weekly billing, or you may want to group customers based on geography. Or choose to group customers by payment methods such as electronic or external for processing invoices.

Draft vs Posted Billing Runs

A Draft Billing Run as the name suggests, allows for review before finalizing. This creates all invoices as well. Draft Billing Runs and Invoices can be deleted but Posted ones cannot be deleted. You must manually finalize a Draft Billing Run and all invoices.