Invoice by batch

It is possible to batch your customers by batch.

This option is useful in situations such as those described below:

• The end of the month is coming, you want to charge quickly all N-1 customers who have not yet been
  
• You have divided the roles in the firm: a user chooses all clients to charge and passes the due diligence under proforma. A second person takes over, verifies proformas invoices and manage the document before verification by the partner
  

To charge by batch:

• Go to the menuBillinginCustomer to charge
  
• Check customers to charge
  
• Click onInvoice (by batch)
  

Fill in the information:

• Dateissuance of the invoice
  
• Name of the lot(e.g. hourly rate invoices, Package package 11/2017,...)
  
• Deadlines of payment
  
• Invoice modelto be applied
  

Caution: You can only apply one invoice model per batch. In other words, if you want to use 2 different invoice models depending on the type of billing (e.g. model at the hourly rate, model with or without discount,...), you will have to make several lots.

• Click onRegister
  

Find invoices in statusProformain the menuBilling-Invoices.

All you have to do is continue thebilling processto publish your documents and invoices.

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