Automating invoice creation in Revenue Cloud means setting up an invoice scheduler so that activated orders get billed on a regular cadence without manual effort. Configure and test it in a sandbox first, because an invoice run updates billing fields on the order products it processes.
- Enable billing and prepare orders
Confirm Revenue Cloud billing is set up and that the orders you want billed are activated with the correct invoice batch and billing schedules in place.
- Create the invoice scheduler
In Setup, create an invoice scheduler record and choose a frequency of Daily, Weekly, Monthly, or Once, along with the start time and target date logic that matches your billing cycle.
- Define the run criteria
Make sure order products meet the run conditions: Next Billing Date on or before the Target Date, Hold Billing set to No, and processing status of Pending Billing.
- Run in a sandbox and review
Trigger an invoice run in a sandbox, then inspect the generated Invoices and Invoice Lines, the resulting statuses, and the updated billed amounts on the order products before going live.
How often the scheduler launches invoice runs: Daily, Weekly, Monthly, or Once.
The date the run compares against each order product Next Billing Date to decide what to bill.
A flag on the order product; set to No so the product is eligible for the run.
In multicurrency orgs, controls whether the run bills order products across every currency rather than just the matching one.
- An invoice run updates fields like billed amount and next billing date on the order products it touches, so always test in a sandbox first.
- Order products with Hold Billing set to Yes or a Next Billing Date after the Target Date are silently skipped, which looks like a bug but is expected behavior.
- Do not let users freely edit invoice Status; posting can fire a customer email and Canceled auto-allocates credit notes.