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After reading this article, you’ll be able to:
Tell the difference between ….
Create you own …
Import xxx
Invoice runs
Invoice Run is a batch job for generating invoices in bulk. You can generate invoices ad hoc or schedule the periodic invoicing of your contracts. You can create weekly, quarterly, and yearly (depending on the agreements stated in the contract) invoice runs, which activates X days, a setting you can change before the period needs to be invoiced.
Invoice run schedule
The period and number of invoice runs need to be generated is determined by the invoice run schedule.
For example you can create a schedule for the period you want to invoice 01-04-2023 to 30-04-2023, a monthly returning period (every month an invoice). You can enter how many invoice you want to generate X times or until a certain date.
To create a invoice run navigate to the option “Invoice runs” in the menu under “Invoicing.”
Click on the button “Invoice run schedules”
Click on the button “Create invoice run schedule”
After filling in the details for your invoice run:
You can generate the invoice runs by pressing the button “Generate invoice runs”
Save your schedule by pressing “Save and return” button.
On the bottom of the page you can see a list of the generated invoice runs for this schedule.
Field name | Description |
|---|---|
Name (1) | The name of the invoice run schedule |
Description (1) | The description of the schedule |
From | The start date of the invoice period |
To and including | The end date of the invoice period |
Name (2) | The name of your invoice run template |
Description (2) | The description of your invoice run template |
Cycle | The cycle of your invoice run (Weekly/Monthly/Yearly etc.) |
Invoice name | The name of your invoice |
Invoice name format | You can select a format for the invoice name:
|
Invoice category | Select the invoice category. |
Invoice run
After generating the invoice runs, you navigate to invoice runs by using the option “Invoice runs” in the menu under “Invoicing” and open the invoice run by clicking on the reference of the invoice.
You will see the general tab of the invoice run.
An invoice run starts in the status “Draft”
It moves automatically to the status “On hold”
The invoice run moves X days (depends on setting) automatically to the status “Submitted.” This also can be done manually.
The next step is to generate the amounts to be invoiced in the Amounts “Tab”. This also can be done automatically (setting)
The last step is to generate the invoice(s) in the “Invoices”, depending on the setting this executed automatically or manual
After generating the invoices the next step is to send out the invoices, see article XXXXX.
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