Schedule Batch Billing Runs

If your Batch Billing runs contain a large amount of data to process, Deltek recommends that you schedule the runs to occur after business working hours.

After you insert a process queue for batch billing, you can schedule batch billing runs.

You cannot run simultaneous batch billing processes for the same project. For example, if a scheduled batch billing process is running when you start a second batch billing process on the Batch Billing form, one of those processes could fail if the same project is included in both processes.

To schedule a Batch Billing run for a time in the future:

1. In the Navigation pane, select Billing > Batch Billing.
2. On the Billing Sessions Options dialog box, complete the information for the billing session and click OK.
3. Complete the information on the Invoice Creation tab to determine the invoices to process, how to distribute them, and other settings for the Batch Billing run.
4. On the Actions bar of the Batch Billing form, Create Invoices.
5. If you selected the Unbilled Detail Report option in the Include with Invoice section of the Invoice Creation tab to include this report with each invoice: On the Unbilled Detail and Aging dialog box that displays, select the columns and options for the report for the Batch Billing run, and click Apply Options.
6. On the Schedule dialog box, enter information to process the Batch Billing run, enter the date and time to start processing the run, the process server queue to send the run to, and whether or not to have an email or notification sent to you when the run is finished processing.
   For more information about scheduling invoices to process, see Scheduling Process Server Jobs.
7. Click Schedule on the dialog box.
8. Complete the information on the Schedule dialog box to determine when to process the Batch Billing run.
9. Click Schedule to start processing immediately or send the processing run to the process server to run at a future time.