Scheduled Invoicing
Main Page / Accounts / Scheduled Invoicing
- Select the Accounts Tab. Select Invoicing / Scheduled Invoicing
- Select the Invoice Frequency you want to run from the dropdown options.
- Enter the Transactions up to as a date, i.e. month end or end of week.
- Select Next to view the potential invoices for generating.
- If there are no scheduled invoices you will see a message pop up.
- Now you can review the details of the invoices, you can select/deselect customers by ticking/unticking the box to the left of their name, click the box to the left of Customer to select / deselect all customers. When you are happy with your selection press Generate Invoices
- The Results screen gives the printing or emailing options when multiple invoices are created
- The envelope in the first column indicates customers who prefer email.
- The option to print is available for both and reprints can also be done through the Customer Admin screens.
- Select Print on the right hand side of the invoice to open the View Invoice screen for each separate invoice
- This screen gives the option to save or print.
- To generate a PDF of all invoices click the grey print all invoices button
- Once all printing is done click the Send Email Invoices button, this will be based on the customer preference.
- Once sent the confirmation will show as a green tick. Printing can still be done after this point, so don’t worry if you send the invoices first.
- Once all printing and emailing is completed, you can navigate away from the screen. There is no close or end option.