Scheduler for generating invoices : PK4 Tech

How do I enable the scheduler to generate the invoices automatically? Print

Created by: Geetha Lakshmi

Modified on: Wed, 17 Apr, 2024 at 12:20 PM

The invoices get generated according to the time set up in the scheduler. You can then check the invoices and email them to the customers.

To enable the scheduler

Go to Setup, and search for Apex Classes,
Click on Schedule Apex, and enter the Job name as Generate Invoices,
Search and select "InvoiceQualifiedAccountSchedulerClass" in the Apex class field,
Set the date and time to generate invoices automatically in the Frequency field,
Save it.

Note:

If you select the weekly option in Frequency and select the days, the invoices get created on weekly basis.
If you select Monthly and select the day(date), the invoice gets generated on the specific date that you selected.
If you find that the invoice isn't being generated despite activating the scheduler, it might be due to the absence of the rate being added at the TT User level or within the Project level. This article provides further insight into billing rates.

Geetha is the author of this solution article.

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How do I enable the scheduler to generate the invoices automatically? Print