How to use the "Bill term" feature

From the TrueRev dashboard, go to the Contracts tab.

Select the contract for which you want to bill a term and open it.

Once the contract is open, go to the Bookings tab and select the term you want to bill.

To bill the term and generate an invoice in TR, click the “Bill term” button.

Choose the billing frequency: Monthly, Quarterly, Annually or Once.

Update the invoice and send date. By default, the invoice and send dates are set to the term's start date.

Add Service date(s) to invoice line descriptions by clicking any of the selections: Contract term, Contract product, Invoice or None.

Click the “Generate Invoices” button.

Click “Create Invoices”.

The generated invoice will be available in the Billings tab and is set to auto-send on the specified "send date." The status of the invoice will be marked as “Auto-send”.

If you wish to set a reminder to review and send the scheduled invoice manually, click the “Edit schedule” button.

Click “Remind”, enter the email address(es) of the person(s) you want to send the reminder to in the “Reminder email(s)” box, and add any additional notes/comments in the “Reminder notes” box. Then click “Save”.

In the list of Associated Invoices under the Billing tab, the status of the invoice will be marked as “Reminder set”. The reminder email will be received on the specified date.