Billing Schedule

Billing schedules refers to period for which invoice will be generated.

Billing Schedules are used to :

  • Tack resulting Billing activity for a specific billing cycles.
  • Prevent the duplication of Billing
  • Allow you to review billing history.
  • For Recurring Contracts: Billing Cycles are associated only at the Contract level.
  • For Item Based Contracts: Billing Cycles are associated with each Subscription.

Fields on Billing Schedule

work365_billingschedule_scheduledateSchedule DateDate on which the invoice should be generated.
work365_billingschedule_billingcontractBilling Contract
work365_billingschedule_cyclestartCycle StartBilling Schedule start date based on the billing cycle as defined by the Billing Contract start date
work365_billingschedule_cycleendCycle EndBilling Schedule start date based on the billing cycle as defined by the Billing Contract start date
work365_billingschedule_invoiceResulting InvoiceReference to the invoice that was generated for this schedule.
work365_billingschedule_rundateRun DateDate for which the Invoice was generated.
Automatic invoice: run date will align with the billing cycle defined on the billing contract
Manual Invoice: the day which the invoice was manually generated
work365_billingschedule_runtypeRun TypeManual = manually generated invoice; automatic = automatically generated invoice
work365_billingschedule_correlationidCorrelation IDIf there is an errored Billing Schedule, it will reference the error ID in this field.
work365_billingschedule_messageMessage Error message if the invoice failed to generate
createdbyCreated ByUnique identifier of the delegate user who created the record
modifiedbyModified ByUnique identifier of the user who modified the record
createdonbehalfbyCreated By (Delegate)Unique identifier of the delegate user who created the record
modifiedonbehalfbyModified By (Delegate)Unique identifier of the delegate user who modified the record
work365_billingscheduleidBilling ScheduleUnique identifier for entity instances

Status Reason:

Pending: Pending schedules are future billing schedules that are yet to be invoiced.
These are generated on every invoicing cycle and the total number future schedules are based on the above-mentioned configuration.
Error: The Billing Schedule is active, but the invoice failed to generate. The reason the invoice failed to generate will be listed in the message field.
This would require attention and manual resolution

Active Billing Schedules

Go to Work 365 ➤ Billing and Invoicing ➤ Billing Schedules
Billing schedules can also be viewed via billing contracts as well. The default view will show all active Billing Schedules.


Billing Schedules with a ‘Pending’ or ‘Error’ status reason are still considered active records.

Errored or Pending Billing Schedules

Go to Work 365 ➤ Dashboards ➤ change the view to the Work 365 Billing Administrator Dashboard ➤ View the Missed or Errored Schedules panel > Hit the panel ellipses and select see all records.

In this view:

  • Billing Schedules with a Pending Status reason
    Indicates an error occurred which prevented the invoice process from running resulting in a missed billing schedule with no error message.

    • Example: There was an update to the Work 365 Service Account which prevented the invoice run from completing.
      • expired credentials, password updated without redoing the consent process, or the Dynamics license being removed.
  • Billing Schedules with an Errored Status Reason
    Indicates the invoice failed to run for this billing schedule, and thus the record is in an Errored active status. Generate a manual invoice for this billing cycle. The generated invoice should automatically link to this billing schedule. The billing schedule status reason will update to an “Invoiced” status to mark the billing schedule as completed.


    Once the Billing Contract is deactivated, all the associated active billing schedules are deleted.

Billing Schedule Configuration Setting:

Go to Work 365 ➤ Administration ➤ Configuration Settings ➤ Invoicing Cycle Range.

This setting controls how many billing cycles are going to be available for generating invoices in the past, present, and future cycles. The same also defines how many billing schedules are automatically created.

Read about Generating an invoice against a Billing Schedule