To open an invoice run:

1. Navigate to the option “Invoice runs” in the menu under “Invoicing”

2. In the search box you can search for invoice runs

3. Click the IVR-reference to open an invoice run

Open

To open an invoice run schedule:

1. Navigate to the option “Invoice runs” in the menu under “Invoicing”

2. Click on the ‘Invoice run schedules’ button

3. In the search box you can search for invoice run schedules

4. Click the IRS-reference to open an invoice run schedule

Creating an invoice run (schedule)

1. Navigate to the option “Invoice runs” in the menu under “Invoicing”

2. Click on the button “Invoice run schedules”

3. Click on the button “Create invoice run schedule”

4. After filling in the details for your invoice run: generate the invoice runs by pressing the button “Generate invoice runs”

   1. Note: if you do not want to create the invoice runs yet, click ‘Save and return’

5. On the bottom of the page you can see a list of the generated invoice runs for this schedule.

Create invoices via the invoice run (automatic)

It is possible to automate the invoice generation proces using the settings below. If one of the settings is set to ‘no’ additional manual tasks need to be done. The manual tasks are explained in the next section.

Create invoices via the invoice run (manual)

When one of the following settings if set to ‘no’ a part of the proces needs to be done manually:

• Automatically approve run

• Automatically generate amounts invoice run, or

• Automatically generate invoices run

Opening an invoice run

1. Navigate to the option “Invoice runs” in the menu under “Invoicing”

2. In the search box you can now directly search for the invoice run OR open the invoice run via the invoice run schedule

3. open the invoice run by clicking on the reference (the blue hyperlink) of the invoice.

The steps of an invoice run

1. An invoice run always starts in the status “Draft”, but will move to the next status straight away.

2. The next status is “On hold” (awaiting activation) . When the activation date of the invoice run is reached the status changes (manual or automatic) to ‘Submitted’.

3. The next step is to generate the amounts to be invoiced in the Amounts “Tab”.

   • Navigate to the tab “Amounts” > Press the “Generate” button

   • Note: generating the amounts can take a while, this is done in the background. Refresh the page if needed.

4. If you want to see the details regarding the amounts, click on the magnifying glass behind “To be invoiced amounts. It will show an overview of the amounts.

5. After the amounts are generated, the amounts can be deleted by using the “Delete amounts” button. A reason for deleting the amount is that mutations (deleted/ added/ amounts changed) where done to the contracts. This button is only available if the invoice run is not yet approved or if invoices are created.
   
   

6. After generating the amounts, the invoice run needs to be approved by the Invoice run reviewer. It is possible to automate this step in the settings.

7. The last step is to generate the invoice(s) in the “Invoices” tab.

   • Navigate to the tab “Invoices” > Press the “Generate” button

   • Note: generating the invoices can take a while, this is done in the background.
     
     

8. After generating the invoices the next step is to send out the invoices. That will be explained in separate article.