Pay Run Invoicing — the invoice-only scheduler job

What it does

• Creates pay-run invoices on a schedule (typically out of hours), without emailing them. Emailing is a separate step, so invoices can be reviewed before they go out.

How it differs from Pay Run Reports

• The existing Pay Run Reports job invoices and emails in one pass; this new job invoices only.

The Delivery setting

• Choose which pay runs to invoice: Email (email-delivery clients only), Post (post-delivery clients only), or --All-- (all clients).

  Note: this job never emails, whatever you pick — Delivery only controls which pay runs are selected.

When it runs

• Always invoices the pay runs due on their invoice date. It runs on its schedule only — there is no button to run it on demand, because creating invoices briefly locks billing for the whole organisation, which is why the job is scheduled outside business hours.

The exception report

• Emailed to the recipient(s) you nominate, and only when there is something to report. Nominate someone who manages the client's settings, since the warnings are settings fixes.

• It lists pay runs that could not be invoiced (errors) and email-delivery pay runs that were invoiced but still need an email recipient or report selection before they can be emailed (warnings).

Setup

• Add the job in the scheduler, set Delivery, and complete the mail settings. All of these are required before the job will save: a Delivery value, a mail subject, a mail sender, and at least one exception-report recipient (recipients only once the job is Active).

Choosing a sender

• Nominate a user account whose email address is a shared operations mailbox rather than an individuals, since the report is recurring and replies go to whoever is nominated.