How to Generate Invoices for a Customer

Datagate Support | Nov 26, 2017

Read this document for an overview of how to generate invoices for a customer

If you have any questions, don’t hesitate to contact the Services Team.

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

How to Generate Invoices for a Customer

Navigate to the Invoicing page via the main menu

In the Generate Invoices tab, select a To Date (date which you want to generate invoices up till)

Select the customer(s) you'd like to generate invoices for and click on Generate

 

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

Choose the Invoice Due Date - either the Agreement default or a Custom date.

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

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