How to Create a New Invoice Batch
Invoice batches are created based on the billing cycle selected on the customer record.
If an invoice number already exists, that number will not be used again.
How to Create a New Batch
New invoice batched can be created from the invoice center.
From the top menu, go to Action > Invoices > Invoice Center.
Go to File > New Batch, or right-click in the Select Invoice or Batch section and select New Batch.
In the Active Billing Cycles, click the gray box in the first column of the billing cycle you would like.
Enter the fields below then click the Process button.
Quick Tip: You can select multiple billing cycles by pressing the Ctrl key and clicking the gray box in the first column of each billing cycle.
Create Invoice Batches Form
Active Billing Cycles Columns
Column Name | Description |
---|---|
ID | The numeric ID of the billing cycle. |
Description | Description of the billing cycle. |
Date of last batch | The End Date of the last time this billing cycle was invoiced. |
Customers in cycle | The number of customers with the billing cycle. However, if a customer does not have work to be invoiced, they will not be included in the batch. |
Fields
There are several fields to determine how the invoice batch for a particular billing cycle will be processed. These fields determine what orders/contracts are to be invoiced based upon several criteria.
Field Name | Description |
---|---|
Begin Date | The beginning date for the invoice batch you will be creating. Orders or contracts that occur before the Begin Date may be included if it was missed or was not ready when a previous batch was created. |
End Date | The end date of the invoice batch to be generated. This will include all orders up to 11:59pm on the end date. |
Invoice Based Upon | Selected criteria the on demand order invoice date ranges are based on.
|
Invoice On Demand Orders | If selected, on demand orders to be invoiced included in the batch. |
Invoice Route Stamps and Contracts | If selected, all routed work, including stamps, contracts, and ASN stops, will be included and invoiced in the batch. |