Batch invoicing (monthly invoicing) à
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If this is the first time you are created creating batch invoices, consult ? Consult our article on Generating interests if this is applicable for your brokerage. |
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Click on “Invoice Split” (in the left menu) and make sure there is a green check markcheckmark.
BATCH INVOICING
Go to: Accounting > Accounts Receivables > Batch Invoicing
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You will have a preview of the invoices and the possibility to select an interactive report according to your criteria. If you wish to print, click on “PDF control report”, then on genrate generate invoices.
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A message will appear: “You are about to generate invoices based on what you have in the interactive report below. This operation is irreversible and you will need to apply credits to invoices in case of error. Do you want to continue?” Click OK
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Make the necessary corrections or adjustementsadjustments.
Click on the “Process All Invoices Currently In Edit Mode” icon. A new page will open. Insert the invoice date and click “submit”
To send invoices by email, click on the “Send Unprinted Invoices By Email” icon.
In the information section of the new window, this will inform you of the amount number of invoices to be sent and select “YES” to Mark the invoice sent by email as printed.
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