Clicking on this tab opens the Billing processes menu.
Here you can start a process to generate invoices for multiple customers by using a set of specified options.
Pressing on the +-button will open a new dialog window.
There are several options available here:
Which customer should get considered?
Name - The name of this process, e.g. Annual Billing 2023.
Seller - The seller of the articles. This is important for the invoice creation.
Paid till date - The date until you want the invoices to be created. E.g. creating the Annual billings for year 2023, set the date to 31st of December, 2023.
Last Period Only - Ticking this option will only create an invoice for the last period eligible, meaning if you create invoices for 2023, a potential customer which has not been charged annually for 2 years or more, only the last period, so 2023 and its articles under periodic billing, will be considered in the generated invoices.
Business Unit - If you want to create invoices for a specific Business Unit, define it here. E.g. this can be used if the Billing category is the same for multiple Business Units (for a specific reason).
-> we recommend to always define the Business Unit you want to create invoices for, as a safety measurement.Billing category - Define a Billing Category. This needs to be created under Billing categories .
Later generated invoice properties
Invoice Tag - Create and/or choose an invoice tag. This is a very important tool to filter invoices.
Invoice date - Set the Invoice date for all created invoices.
Invoice Due (date) - Set the invoice due date for all created invoices.
Once specified, you will see a blue and a yellow icon. Clicking on this billing process will show additional tabs below it:
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Process Status
Process Step Details
Generated Invoices
Clicking on the blue icon will open a new dialog window, copying its properties, which you can freely edit.
Clicking on the yellow icon will open the same dialog window, in which you can edit the specified properties.
Once you are satisfied with the selected options, navigate to Process Step Details and click on the button
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to generate the preview for this billing process. You will be notified and asked to click again on this button to finish generating the overview.
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If you generate the billing process details, you will not be able to change any property in this billing process. Please make sure you have defined the wanted parameters beforehand. |
Now you can check the billing template which are considered eligible to be generated.
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Pressing on the blue eye-icon will let you check additional data about the customer’s invoice. It will also notify you about specific instances, like if there’s nothing left to be billed.
Please make sure the customers, which are considered to be billed by this billing process, are the correct ones you want to bill. Add a price rule for specific customers if needed.
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Please click on the yellow button to generate the invoices.
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You will be warned about if you want to generate these invoices. Click on Generate Invoices to finish this billing process.
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This can not be reverted. Please make sure the selection of created invoices is correct. |
The Process Status will notify you about what was done in this billing process.
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Under Generated Invoices, you can check what invoices have been created.
