Running ad hoc invoice blueprints
After you create, review, and confirm the invoice blueprint information, you can manually trigger an invoice that will run independently of the scheduler.
| Ad hoc runs are intended for troubleshooting or one-off needs; standard operation relies on fully automated scheduled invoice runs based on invoice blueprint configuration. |
Before you start
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You must have administrator access to Professional.
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If you don’t have administrator access, you must be assigned the PMO role with the PMO Admin – Create Invoice Blueprints security policy enabled. You can find this policy under Settings > Security & Permissions.
PMO Admins do not have full administrator rights by default.
Steps
To run an ad hoc invoice, complete these steps from any supported browser.
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Log in to your Professional tenant.
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In the left navigation pane, go to .
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Select an active blueprint, or activate an inactive invoice blueprint you want to use.
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Select the Run button in the upper-right corner of the page.
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In the Run Blueprint window, select Yes, run now.
You cannot run a blueprint that’s already in progress. -
In the Manual Blueprint Run window, choose the billing period end date and the invoice type for this run, and then select Run Blueprint.
The run and its status appear in the blueprint’s Execution History section.