How to Generate Invoices for a Customer

Invoices cannot be generated from the individual customer cards anymore - to generate invoices for one or a few customers, follow these steps:

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 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