Setup time and material invoicing

CONSIDERATIONS FOR TIME AND MATERIAL BILLING

• Projects that are invoiced as time and materials projects require both the AP Config and Billing Config fields to be populated on the project.
• The time and materials invoice job will pick up and invoice all time entries that have not been invoiced in the past 60 days.
• The Invoice Date that is set on the invoice for time and materials billing is automatically set to the date before the time and materials invoice job runs.
• If your organization invoices your clients multiple times per month you will need to schedule multiple time and material billing jobs that will run on different days of the month.

SCHEDULE A TIME AND MATERIAL 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 Time and Material Invoicing.
   • Enter “T&M Invoice Job {Day}” as the Job Name where {Day} is the day of the month that the job is scheduled for.
   • Select “ArrowScheduleTMInvoices” as the Apex Class.
   • Set the schedule for the frequency of the job to Monthly and select the day of the month that the invoices should be generated.
   • 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 the invoices.
     
     
     
4. Click Save.