How to Generate Invoices for the Month

The Invoices page allows you to generate all or batches of customer invoices for the period. 

First, you must use the Generate Invoices tab to create new invoices, then you can use the Action Invoices tab to perform a variety of actions such as sending invoices, deleting invoices, regenerating invoices etc

Instructions

Generate Invoices

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)
   • The system will look up any unvoiced transactions up till this date to generate invoices for
3. Select the customer(s) you'd like to generate invoices for 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
8. To send these invoices, select them, open the Actions dropdown and choose Email selected
   • See related articles below for other Actions

Related Articles

• How to Generate Invoices for a Customer
• How to Generate Transactions for a Group of Customers
• EOM Pre-Invoicing Checklist
• How to Mark Invoices as Sent
• How to Generate a Credit Note
• How to Export Invoices to ZIP file
• How to Regenerate Invoices

Related Videos

• Datagate Tutorials - Batch Invoicing