Doing a Batch Invoicing

Batch invoicing (monthly billing)

Perform the interest calculation procedure (if applicable), this procedure is Interest generation

Before starting batch invoicing, if necessary, make sure you have stamped your invoice distributions.
Press the Bill distribution button and you must have a green checkmark in front of the distribution

BATCH INVOICING

Go to Accounting > Account receivables > Batch Invoicing

On that page, complete the required fields

Date = current date or you can put a later date (ex: you are April 28th and you indicate May 1st)

Invoice save method = save invoices in edit mode or stamp invoices

Object = ex. Monthly billing March XXXX or other

Include the recurring charge items = NO. If you indicate "YES" select the month to load

For the 4 other items indicate "YES" so everything that is pending in the system will be billed.

Continue by clicking on the "generate a preview of items to be invoiced"

You may have a Warning message: “Some invoice splits are not processed, do you want to continue?”
In this case, Cancel and go to Accounting > Accounts receivables > Invoice Split tab > select Not stamped > then go back to batch invoicing procedure.

You may also see the message "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, make the necessary verification to make sure that the billing has not already been done.

You will see an overview of the invoices and have the possibility to select an interactive report according to your criteria. If you want to print, click on PDF control report icon, then click on the generate invoices icon

A message will appear saying that “you are about to generate the invoices ...., the operation is irreversible ....”, click "OK"

This will bring you to a new page called Invoices. You will see a message that batch invoice processing has been started… ..and you will receive an email to say that the invoices have been created.
Wait for this message to be received before continuing

Click on the Refresh tab and you will see the invoices in edition (in green highlighted)
Make corrections or invoice adjustments if necessary.

Click on the icon "process all invoices currently in edit mode", a new page will open asking you to confirm the invoice date, then click on Save.

Finally to send the invoices by email click on Send Unprinted invoices by email.
On the next page in the "information" section this will tell you the number of invoices to send and indicate "YES" to mark the invoices sent by email as being printed.
Complete the email section and to send them, 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".