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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  >

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