Batch invoicing (monthly billing)
Before starting your Batch Invoicing, if applicable:
1.Perform the interest calculation procedure (if applicable), this procedure is Interest generationBefore starting batch invoicing, if necessary, make , you can find the steps on this article: Interest generation
2. Make sure you have stamped your invoice distributionssplits.
Press the Bill distribution button and you (the split must have a green checkmark in front of the distributionit )
BATCH INVOICING
1.Go to Accounting > Account receivables > Batch Invoicing
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On that page, complete 2. Complete the required fields
Date = current date or , you can also put a later date (ex: you are April 28th and you indicate want to invoices to be dated May 1st)
Invoice save method = save invoices in edit mode or stamp invoices
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We suggest recommand the edit mode because you will be able to make changes if necessary in the event of an error, otherwise credits must be made you will have to create credits to correct the invoices. |
Object = ex. Monthly billing March XXXX or other
Include the recurring charge items = NO. If you indicate "YES" select the month to loadFor the 4 other items indicate "YES" so .
Include express billing items, Include inactive agents / non-agents whose active indicator for billing is set to yes, Include invoice split items, Use open credit to pay the invoice: choose "YES" to apply everything that is pending in the system will be billed.Continue by clicking
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3. Click on the "generate Generate a preview of items to be invoiced"
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You may have a Warning message: “Some invoice splits are not processed, do you want to continue?” |
correct and stamp the invoices and go back to |
the Batch invoicing procedure. |
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You may also see |
a warning: "Attention, batch invoicing was generated earlier today at (date and time) by (Mrs X). If you continue, there may be duplicate invoices and you will need to credit them one by one Do you want to continue? |
Before continuing with the procedure, |
validate that the billing has not already been done. |
4. You will see an overview of the invoices and have the possibility to select an interactive report according to your criteriato view the information with different criterias. If you want to print the report, click on PDF control report icon, then click on the generate invoices icon
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Control Report . Once your verification is completed, click on Generate Invoices.
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5. A message will appear saying that “you “You are about to generate the invoices ...., the operation is irreversible ....”, click "OK"This will bring you to a
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6. In the new page called , Invoices. You , you will see a message that confirming thet the batch invoice processing has been started… ..and you started. You will receive an email to say that once the invoices have been created.
Wait for this message email to be received before continuing
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7. Click on the Refresh tab and you will see the invoices in edition (highlighted in green highlighted)
Make corrections or invoice adjustments if necessary.
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8. Click on the icon "process all Process All invoices currently Currently in edit mode", a new page will open asking you to confirm the invoice date, then click on Save.Finally to Edit Mode".
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9. Confirm the invoices date and if you want to apply the open credits to these invoices, click on Submit.
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10. To send the invoices by email, click on Send Unprinted invoices Invoices by emailEmail.
On the next page in
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11. In the "information" section this will tell you you’ll see the number of invoices to send and indicate , choose "YES" to mark the invoices sent by email as being printed.
Complete the email section and to send them, click subject and body. Click on Send by email.
The following message will appear:
"Invoices mailing is in progress, you will receive an email confirmation once the process is completed. The invoices will be sent and marked as printed You just need to refresh the page to see the new status".
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You will be redirected to the invoices page, a message will appear to confirm the invoices are being sent by email:
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You can click on Refresh to update the status of the invoices.
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Completed! |