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Use this reference to understand the task settings of the Billing: Bill Run task.

Ad-hoc and single account mode

  • Batch - Select the batch of customer accounts to include. This option is only available for the ad-hoc mode.
  • BillCycleDay - Select the customer accounts that are to be billed on a particular day. Select AllBillCycleDays to include all accounts. This option is only available for the ad-hoc mode.
  • Account Id - The account id of the single customer for which invoices will be generated. This option is only available for the single account mode.
  • Invoice Date - The date displayed on the invoices in this bill run.
  • Target Date - All charges that are to be billed on this date or prior will be included in this bill run.
  • Charge Type To Exclude - Select the charge types to be excluded from the bill run.
  • Auto Email - Select whether to automatically email invoices after the bill run completes.
  • No Email for Zero Amount Invoice - Select whether to skip sending emails for zero-amount invoices.
  • Auto Post - Select whether to automatically post invoices after the bill run completes.
  • Auto Renewal - Select whether to renew all subscriptions that are configured to automatically renew and are due for renewal during this billing period.

Replicate existing bill run mode

  • Source Bill Run Id - The id of the existing bill run that is to be performed with this task.

Concurrency Mode

Concurrency Mode: Controls whether Workflow processes tasks in a single or multi-threaded manner for this task type. Select Sequential to single-thread, or Parallel to allow multi-threaded processing.

If you select Parallel, the Max Concurrency setting controls the maximum number of threads for this task type that can be utilized. You can specify a value from 1 up to the allowed maximum for this task type. A value of 1 behaves the same as Sequential processing.