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You may have a Warning message: “Some invoice splits are not processed, do you want to continue?” |
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You may also see the message 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 to view the information with different criterias. If you want to print the report, click on PDF Control Report . Once your verification is completed, click on the Generate Invoices.
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5. A message will appear “You are about to generate the invoices ...., the operation is irreversible ....”, click "OK"
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6. In the new page, Invoices, you will see a message confirming thet the batch invoice processing has started. You will receive an email 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.
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On the next page in the
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! |