Setup template invoicing

CONSIDERATIONS FOR TEMPLATE INVOICING

• Projects that are invoiced using templated invoices require only the AP Config field to be populated on the project.

SCHEDULE THE TEMPLATE BILLING JOB

1. From the Setup menu navigate to Custom Code > Apex Classes.
2. Click the Schedule Apex button.
   
   
   
3. Create a batch job that will run the Timesheet generation.
   • Enter “Template Invoice Job” as the Job Name.
   • Select “ArrowScheduleTemplatedInvoices” as the Apex Class.
   • Set the schedule for the frequency of the job to Weekly, recurring every day of the week.
   • Set the Start Date and End Date as today and a date far into the future, relatively.
   • Set a Start Time for when the job should run to produce templated invoices for the organization.
     
     
     
4. Click Save.