Generate recurring invoices
Prepare recurring member invoices from approved agreements, effective changes, usage, taxes, credits, and billing dates, then review exceptions before posting or sending.
| Field | Value |
|---|---|
| Business area | finance |
| Primary role | finance-billing-administrator |
| Frequency | monthly |
| Privacy sensitivity | high |
| Security sensitivity | high |
| Compliance review | needed |
Trigger and handoff
Trigger: The controlled billing cycle reaches its preparation and posting dates.
Inputs
- Approved agreements and changes
- Billable usage and credits
- Tax and invoice configuration
Outputs
- Reviewed and posted invoices
- Exception queue
- Reconciliation control totals
Current manual methods
- Copied prior invoice
- Spreadsheet import
- Manual usage entry
Human judgment and approvals
-
Review unusual changes
-
prorations
-
and evidence
-
Decide whether exceptions should pause an invoice
-
Approval: Finance owner approves batch controls and material exceptions before posting
Failure modes
- Term change misses the billing cut-off
- Successful batch hides an incorrect mapping
Success metrics
- Invoices agree to approved terms and evidence
- Preventable corrections and unreviewed exceptions decline