How to send out bulk invoices?

Created by Shaikh Mudassir Khalid, Modified on Wed, 20 Dec, 2023 at 10:49 AM by Shaikh Mudassir Khalid

Click on the option ‘Finance’ from the left navigation bar.
Click on the option ‘Bulk Invoicing’.
The bulk invoice data is organised on a weekly basis. The column ‘Week Starting’ lists week ranges.
These week ranges also consist of the total number of invoices and total consignments.
Select and click on a week range. Click on the button ‘Review Jobs’.
Select the desired job from the listing and assign a customer by clicking on the hyperlink ‘No Customer’.
A dialogue box will populate on the screen. Select a customer from the dropdown list. Click on the button ‘OK’. Note: Repeat this step for every job present in this week.
Click on the hyperlink ‘No Rate’ present in the job listings. A dialogue box will populate.
Select a freight code from the list. Note: Repeat this step for every job present in this week.
Click on the button ‘BEGIN INVOICING’. Click on the button ‘Send Invoices’.
Click on the button ‘COMPLETE INVOICING’.