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How to bill remaining Invoices from Sales Orders with Billing Schedules?

edited Jul 17, 2023 9:38PM in Ask A Guru 6 comments

When using Billing Schedules, Is it possible Invoices all future Invoices at once?

Example:

  • We have a Sales Order associated with a 3 Yr Schedule (see screenshot below).
  • Billing Dates are 7/17/2023, 7/17/2024, 7/17/2025
  • We'd like to generate all 3 Invoices in advance.
  • We can accomplish this manually from the Sales Order screen using the Next Bill option.
  • When using Transactions -> Sales -> Invoice Sales Orders, even if we change "Next Bill On Or Before" to 7/17/2025 only the "Next" Invoice to be billed displays in the list ... not all of them.

Is there a way we can either a) display all "Next" bills at once from the Invoice Sales Order option or b) create a workflow / mass update to generate the Invoices at once?

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