Batch Invoicing

Batch invoicing is based on several Unprocessed batch orders.

Contacts can be set up with batch orders as default using the Settings in the Contact Register.

The Batch order wizard is activated by clicking the Invoice button. You then select one or more customers and retrieve the orders to be included in the batch invoicing.

Select the relevant orders and move them to the Included window using the transfer arrows. You now receive a report of all invoices that are included in the batch invoice. When these are approved, one unprocessed order is generated for each Customer and Currency from the selection. These will form the basis for further invoicing.

The Unprocessed batch orders that are included now change status to Order basis for batch order, and cannot be edited or processed. The invoicing itself takes place through the status Unprocessed orders.