Hi all - I am building a process to create installment invoices automatically (potentially use the billing schedule & invoice grouping functions). I have done some testing and would like to know if there are ways to achieve the followings? Thank you!! 1. It seems that an user has to click on the Next Bill button to create the next bill, is there a way to automate this? Or does it require a script? 2. Is there an automated way to separate the invoices for items with billing schedule v.s. without? Now the only way I know is to click on the next bill button and manually remove the lines I don't want before save the invoice. 3. How does an invoice group get sent via EDI? 4. Would be great if you could share the hidden challenges you encountered/restrictions you found when using the billing schedule & invoice grouping functions based on your experience.

You can automated Invoice creation with a workflow using the transform record action. This would give you more flexibility and control over what is invoiced and when. here is an article we wrote with one approach to this but you could easily expand on this to meet your use case https://www.mavencloud.tech/blogs/post/manage-subscriptions-and-recurring-invoices-using-suiteflow

@MGBC this time you remembered LOL

Hahaha yes!!!