Batch invoicing (monthly invoicing)
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If this is the first time you are creating batch invoices? Consult our article on /wiki/spaces/KC/pages/1853161491 if this is applicable for your brokerage. |
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Before beginning the batch invoicing, make sure you have submitted your split invoices. |
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Click on “Invoice Split” (in the left menu) and make sure there is a green check markcheckmark beside your invoices.
BATCH INVOICING
Go to: Accounting > Accounts Receivables > Batch Invoicing
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Include the recurring charge items: = NO. If you choose YES, select the month to charge.
The following next 4 items indicated “YES” will automatically be invoiced as well as invoices waiting in the system.
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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 “Process All Invoices Currently In Edit Mode” Mode” icon. A new page will open. Insert the invoice date and click “submit”
Confirm the invoice date and if you want to “Use open credit to pay the invoice”, select Yes
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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Complete the email section and to send them, click on “SubmitSend by mail”
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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Completed! |