--- schema_version: "1" id: f78eb6153e2c18285c5b639de368040ad422f986718d02e3c7459446efbac1cf title: Invoice Batch Run Process collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_invoice_batch_run.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_batch_run.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: b0eeba31fc65427b818b535e0caa062a6d4b91bab654b4c3e6159375c9f041c0 description: Invoice batch runs stream invoices by processing billing schedules in parallel. Track each stage of the invoice batch run to monitor progress and status. products: - Revenue Cloud release: "264" --- # Invoice Batch Run Process Invoice batch runs stream invoices by processing billing schedules in parallel. Track each stage of the invoice batch run to monitor progress and status. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.
## Job Types Billing Batch Schedulers support Invoice, Catch-Up Bill Run, and Forecast job types. The job type determines whether the run generates invoices, advances billing schedules without invoicing, or creates forecast data. - Invoice—Generates invoices for selected billing schedules. The run is an invoice batch run. See [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."). - Catch-Up Bill Run—Advances billing schedules without generating invoices. See [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."). - Forecast—Creates projected billing forecast data. The run is labeled Forecast Batch Run. See [Billing Forecast](https://help.salesforce.com/s/articleView?id=ind.billing_forecast.htm&release=264.0.0&type=5 "Billing Forecast estimates upcoming invoice charges before invoices are created. Review projected charges to understand expected billing and discuss estimates with customers."). For target date, billing period count, and day-of-month options used when selecting schedules, see [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."). ## How Invoice Batch Runs Generate Invoices Invoice batch runs use the Batch Management Service to process billing schedules and generate invoices in parallel. You can start reviewing, sending, and collecting payments on invoices as they’re generated, without waiting for the entire batch to complete. From the App Launcher, find and select **Invoice Batch Runs**, and then open the relevant record. To view the related Invoice Batch Draft to Posted Run or Invoice Batch Run Recovery records, go to the **Related** tab. To check the overall status and stage of an invoice batch run, check the status subtype on the Invoice Batch Run record. See [Status Subtype of Invoice Batch Runs](#billing_invoice_batch_run__status_subtype_of_invoice_batch_runs). To monitor granular progress, select the job ID in the Batch Management Job field to open the corresponding Batch Management Job record. You can view real-time progress, processing status, and any errors. To view the status of all Batch Management jobs, from Setup, find and select **Monitor Workflow Services**. The batch management service processes invoice batch runs in these stages. - Identifies billing schedules that meet the criteria defined in the invoice batch run scheduler, such as the next billing date and billing frequency. Each eligible billing schedule is assigned a grouping key - Processes billing schedules simultaneously across multiple threads. Each grouping key is processed independently, so completed invoices are available for review as soon as they're generated - Calculates estimated taxes for draft invoices and actual taxes for posted invoices using the configured tax engine - Updates the amounts and billing dates on associated billing schedules and billing schedule groups in alignment with the generated invoices, to prepare the data for the next billing cycle - Updates the invoice batch run record with a summary of the completed run, including the total number of invoices generated, any failures, and the overall status ## Status of Invoice Batch Runs If an invoice batch run completes successfully, its status changes to Completed. If any errors occur during processing, its status changes to Failed. ## Status Subtype of Invoice Batch Runs To monitor and troubleshoot an invoice batch run, the Billing Operations user can check its status subtype. The status subtype provides visibility into each stage of the invoice batch run. This field isn’t available by default and can be added from the Invoice Batch run object’s [page layout settings](https://help.salesforce.com/s/articleView?id=platform.customize_layout.htm&language=en_US). - Billing Schedules Filtering Started—The invoice run is preparing to identify the billing schedules to include for invoice generation. - Billing Schedules Filtering In Progress—The invoice run is identifying the billing schedules to include for invoice generation. - Billing Schedules Filtering Completed—The invoice run has identified the billing schedules to include for invoice generation. - Invoice Generation Started—The process of generating invoices has started. - Invoice Generation In Progress—The invoice run is generating invoices for the identified billing schedules. - Invoice Generation Completed—The invoice run has finished generating invoices for the identified billing schedules. - Invoice Generation Summarization In Progress—The summarization of the generated invoices is in progress. - Completed—The invoice batch run has completed successfully. This corresponds to the Completed status of the invoice batch run. - Failed—The invoice batch run has failed. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png) Note Canceling in-flight batch management jobs isn't supported and results in inaccurate data summarization on the Invoice Batch Run record. In the Invoice Batch Run records, the billing schedule summary is available on the **Details** tab. If the invoice batch run processes multiple currencies or a currency different from your Salesforce org’s default currency, the total invoiced amount and total draft invoice amount can’t be summarized. ## Target Date Offset Limit By default, the maximum target date for an invoice batch run is 12 months from the current date. If you schedule a batch run with a target date offset greater than 12 months, you receive an error. This limit is an org-level configuration. ## Failed Invoice Batch Runs Review the generated invoices in the Invoices related list. If the invoice generation fails, check the Revenue Transaction Error Logs related list on the Invoice Batch Run records. The log’s Error Message field shows the reason for the failure. #### See Also - [Data Processing Engine](https://help.salesforce.com/s/articleView?id=ind.dpe_intro.htm&type=5&language=en_US) - [_Revenue Cloud Developer Guide_: InvoiceBatchRun](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_invoicebatchrun.htm) - [Monitor Your Batch Jobs](https://help.salesforce.com/s/articleView?id=ind.task_monitor_batches.htm&language=en_US)