How to Generate Transactions for a Group of Customers

Transactions are generated through the Invoicing process. In this process, you can generate/regenerate transactions(recurring) for all the customers, group of customers or individual customer for the selected period. 

Clicking on the customer name link in the table, will navigate to the Customer card where you can add one off transactions or edit existing transactions through the Transactions tab. 

Instructions

1. Navigate to the Invoicing page via the main menu
2. In the Generate Invoices tab, select a To Date (date which you want to generate invoices up till)
3. Select all or a few customers and click on Generate

 

4. A new "Generate Invoices" menu will appear on the right - Select an Invoice Date

5. Choose the Invoice Due Date - either the Agreement default or a Custom date
6. In Invoice Transactions, you have a couple of different options - generally you want to select More options and Delete existing recurring transactions
   • Generate transactions for invoices with no transactions - keep existing transactions and generate transactions have not generated yet
   • More options:
     • Generate transactions for all invoices -> Delete existing recurring transactions - will delete all the recurring transactions in the period and regenerate 
     • Do not generate transactions - no new transactions will be generated but existing transactions will be kept
7. Click Generate button - invoices are generated with proper transactions and you are automatically taken to the Action Invoices tab with the newly generated invoices at the top