Invoices for Salesforce offers two billing modes:

• Bulk billing: process invoices for your sales in bulk.
• Single invoice mode: process an invoice for a single sale.

Bulk billing mode

1. Click on the Invoice Manager tab. Select one of your billing scenarios and click Next.
2. Enter a value for each of the variable billing rules and click Fetch Opportunities
3. Select the required billing action: Email, Print, or Create Only for each sale and click Process Invoices. You can process up to 50 invoices at a time. If you need to process over 50 invoices, break their processing in batches of 50 sales. It takes on average 30 seconds to process 50 invoices.
   Note

   If the sales table is empty it means there are no sales for the selected billing scenario. Check your billing scenario and billing rules values to proceed. If the Email, Print, and Create Only checkboxes for an entry on the sales list are disabled it means that: the opportunity does not have an invoice template assigned to it, or the opportunity does not have any products to invoice. Assign a template and add products if necessary to proceed.

Single invoice mode

4. Locate and go to the sale's opportunity page and click Invoice.
5. Select the billing scenario for the sale and click Next
6. Enter a value for the variable billing rules and click Next
7. Select the required billing action: Email, Print, or Create Only for the sale and click Process Invoice.
   Note

   If the opportunity does not show in the table it means the sale does not belong to the selected billing scenario. Check your billing scenario and billing rules against the sale to proceed. If the Email, Print, and Create Only checkboxes for the sale are disabled it means that: the opportunity does not have an invoice template assigned to it, or the opportunity does not have any products to invoice. Assign a template and add products if necessary to proceed.