Batch invoicing (monthly invoicing)
Generating interest is creating the calculations for the interest procedure (if applicable).
Before begining the batch invoicing, make sure you have submitted your split invoices.
Click on “Invoice Split” (in the left module) and make sure there is a green check mark.
BATCH INVOICING
Go to: Accounting > Accounts Receivables > Batch Invoicing
A new window will open
Complete the following fields:
Date: Insert present date or a later date (i.e.: it’s April 28th and you choose to put May 1st)
Invoice Save Method: Save invoice in edit mode or process the invoice
We recommend “save invoice in edit mode” as you will have the ability to make modifications in the event that an error may occur. If not, you’ll need to apply credits to correct the invoice.
Object: i.e. Monthly invoice March XXXX or other
Include the recurring charge items: = NO. If you choose YES, select the month to charge.
The following 4 items indicated “YES” will automatically be invoiced as well as invoices waiting in the system.
Ïn the case where this error message occurs “Warning: Some invoice splits are not processed, do you want to continue?”. Click “CANCEL” and go to Invoice split Use the interactive report section and choose “Not stamped “. Submit invoice split in edit mode, then come back to the batch invoicing.
You could also receive the following message. “ Warning, the batch billing 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 the procedure, make the necessary validations to ensure that billing has not already been completed.
You will have a preview of the invoices and the possibility to select an interactive report according to your criteria.
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