Step 5: Generate invoice - Zenskar Documentation

This is the final step where all your configurations — the customer, usage events, billable metrics, and contract pricing — come together to produce an invoice for your customer, ACME Inc.

Prerequisites

An invoice is a document issued by a seller to a buyer that outlines the products or services provided, along with the amount due for payment. It serves as a formal request for payment, detailing the terms of the transaction, including the quantity, price, taxes, payment terms, and the total amount payable..

Generate invoice

From Contracts module
From Invoices module

You will generate the invoice directly from the contract details page.

Log in to your Zenskar dashboard.
Navigate to Contracts > Contracts.
Find and click on the ACME Inc. Direct Billing Contract you created in Step 4. This will take you to the contract’s summary page.
On the contract summary page, click the GENERATE INVOICE button, located at the top right.
Confirm the billing period for the invoice.
Zenskar will then process the usage data against the configured pricing for Compute Usage and Storage Usage products, and generate a draft invoice.

You should now see a generated invoice displaying the calculated charges for ACME Inc. based on their tracked usage during the billing period.

You can also initiate invoice generation directly from the Invoices module.

Log in to your Zenskar dashboard.
Navigate to the Invoices > Invoices.
Click GENERATE INVOICES.
This action will open a Generate Invoices modal dialog.
In the Select Contract(s) dropdown, choose ACME Inc. Direct Billing Contract.
In the Select Billing Cycle dropdown, select the billing cycle.
Click CONFIRM.
Zenskar will process the usage data and generate the invoice for the selected contract.

You should now see a generated invoice displaying the calculated charges for ACME Inc. based on their tracked usage during the billing period.

​Prerequisites

​Generate invoice

Prerequisites

Generate invoice