Skimmer Billing – Auto Invoicing Run Report

To learn how to use Skimmer Billing's auto-invoicing run report, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

1

When auto-invoicing occurs, Skimmer informs you of the results in two ways. One is with an email, which gives you the details of what happened in this auto-invoicing run. 

2

We also give you a report, and some quick follow-up options, on the Invoice Generator screen under Billing. Every time auto-invoicing runs, you’ll see a new entry in this box. This is a new feature as of April 2025, so the box will begin to populate with auto-invoicing results from this month going forward.

Here’s what’s in the box, and what you can do with it. First, in the top right corner, you have a direct link to the screen for invoicing settings, so you can easily go there and make changes if you need to.

3

The left column shows you the date and time each auto-invoicing run occurred. What you see on screen is from our testing environment, which is why the dates look out of order, but it gives you the idea. The second column shows the billing period covered by each run. The third column shows how many of the total invoices were successfully generated and sent to your customers, and how many were held back for review.

Why might some be held back for review? It could be there’s a missing piece of billing information, or maybe it’s your first time billing a new customer, in which case their first invoice needs to be manually reviewed and generated, after which their subsequent invoices can auto-generate.

4

In those cases, you’ll see a Rerun button in the right-most column. When you click that button, it will refresh this page and set everything back to the billing parameters for the invoices that need to be reviewed. Then you can continue on to correct any mistakes. We already ran through this process in the test environment and captured some images to show you as an example.

5

Once corrections are made and invoices are sent, results will display in the Auto-Invoicing box. So you can see we started with 582 invoices to auto-generate, of which 61 ran successfully, which left us with 521 to review. The number to review was high this time because a lot of new example customers were added to this test environment. So we ran through the review process and the other 521 were successfully generated and sent, which gave us the Done label instead of the Rerun button. If we did this and happened to miss something that still needs review, we can click the Rerun button again, and we can do so until all the invoices are done.