---
schema_version: "1"
id: 61f618aebca9163d6cee27227abb21fc6582ef639d48b98d7f50a2c417642b36
title: Automated Invoice Generation with Invoice Batch Runs
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_automate_invoice_generation.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_automate_invoice_generation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 97f0b9d9a44723a10fc0dba5e8dca5da0e2cb5d216787f66345a3eaeb20901fd
description: Schedule invoice batch runs to automate invoice generation. These runs use Data Processing Engine to generate invoices.
products:
  - Revenue Cloud
release: "264"
---
# Automated Invoice Generation with Invoice Batch Runs

Schedule invoice batch runs to automate invoice generation. These runs use Data Processing Engine to generate invoices.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Advanced license or the Revenue Cloud Billing license</a></td></tr></tbody></table>

- **[Understand Invoice Date, Target Date, and Billing Period Count](https://help.salesforce.com/s/articleView?id=ind.billing_understand_target_date_and_billing_period_count.htm&release=264.0.0&type=5)**  
    Before you schedule invoice batch runs, learn how invoice dates are determined, how billing schedules are selected, and how many billing periods are processed for each schedule. You can also process a specific number of billing periods without relying on a target date.
- **[Catch-Up Bill Runs](https://help.salesforce.com/s/articleView?id=ind.billing_catch_up_bill_runs.htm&release=264.0.0&type=5)**  
    Use a catch-up bill run to advance the next billing date, billed amount, and pending amount on billing schedules for transactions that a legacy system fully or partially billed. Catch-up doesn’t create invoices for those periods.
- **[Generate Invoices Automatically Based on Billing Schedules](https://help.salesforce.com/s/articleView?id=ind.billing_automate_invoice_run_schedules.htm&release=264.0.0&type=5)**  
    Set up invoice schedulers to generate invoices on a schedule or on demand. Select billing schedules by target date, billing period count, or both. Generate invoice documents during the run, or use a catch-up bill run to advance migrated schedules without creating invoices.
- **[Convert Automations to Asynchronous for Invoice Batch Runs](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_run_sync_process.htm&release=264.0.0&type=5)**  
    Identify active flows and Apex triggers on Billing objects and convert them to asynchronous processes before you schedule an invoice batch run. Synchronous automations can stop a run or leave invoices in Draft In Progress, Posting In Progress, or Error.
- **[Examples: Invoice Batch Run Frequencies](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_batch_run_example.htm&release=264.0.0&type=5)**  
    Explore examples to understand how to schedule invoice batch runs based on your requirements.
- **[Invoice Batch Run Process](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_batch_run.htm&release=264.0.0&type=5)**  
    Invoice batch runs stream invoices by processing billing schedules in parallel. Track each stage of the invoice batch run to monitor progress and status.