End of Month Procedure

Description of EOM Procedure

Questions to Ask Before We Begin

1. Have you checked the exceptions report and are happy with the results?
2. Have you added all one-off transactions? 
3. Do you need to update pricing on your rate cards and/or pricebooks?

If you have not answered yes to any of the questions, please go back to them before proceeding.

Step 1: Check Usage for the Month

This is a review of the usage transactions for the month that are to be invoiced to ensure the records are complete and rated correctly.

• How to View and Export Customer Usage

 

Step 2: Generate Invoices for the Month

• How to Generate Invoices for the Month 

 

Step 3: Email Invoices

1.  After generating invoices, navigate to Action Invoices tab within the Invoicing page
2. Select the invoices you'd like to send in Generated status
3. Go to the Actions dowpdown and select Email selected or Mark as Sent (if they are not being emailed from Datagate).

Step 4: Export Invoices 

• How to Export Invoices to ZIP file
• How to Export Invoices to CSV
• How to Export Invoices to Xero