Bulk Invoicing / Account Receivables

Bulk invoicing system allows for sending bulk email invoices to your customers and setting all the orders as paid once the payment is received.

Workflow:

A- Entering Orders

  • Inserting a new order for account based customers is exactly the same as other customers. For complete instruction, click here.
  • To set a customer “Account Based”, search the customer and click on “Client Details” iconInfoIcon and check the “Account Based” check box located at the very end of the list of fields located on the right side panel and save the customer.

B- When the job is done

Set the order done using this instructions.

C- Set the items picked up

Set the items picked up using this instructions.

D  – Creating and Sending Invoices

  1. Navigate to Tools->Client Account – Bulk Invoicing.
  2. Select the date period you would like to send invoice for.
  3. Check the filters you want to apply (“Uncompleted Only” / “Account Based Clients Only” – You can set a customer as Account Based in client information window)
  4. Click on “View Client Accounts”
  5. Check the check box located on the left side of the clients you would like to send invoice for.
  6. Set the payment due date
  7. Set invoice prefix (optional)
  8. Set invoice start number (increments by one for each invoice sent – check the “Auto Invoice” check box to start from the number of the last invoice sent)
  9. Click the “Email Invoice” button on top right corner of the page.

E – Receiving the payments

  1. Navigate to Tools->Client Account – Bulk Invoicing.
  2. Click “Sent Invoices / Payments” tab on the left side of the page.
  3. Select the date invoice sent.
  4. Click the “Receive All Payments / Complete” button.
  5. Select payment method.
  6. Click complete button.
  7. All the orders related to the invoice will be set to fully paid and completed.
  8. The invoice is also set to paid.