Bulk Invoicing

Bulk Invoicing

Info
Bulk invoicing requires the BULK INVOICING addon

Bulk invoicing allows you to group charges from multiple consignments linked to a single sales account, into a single invoice.

When then bulk invoicing is scheduled to run, any revenue in the Actual state attached to consignments that are Ready For Billing will be invoiced.

The billing schedule can be set or disabled for a specific account. This will override the schedule set in the settings screens.

You can to select:

  1. Billing Frequency
    • Use Global Settings
    • Disabled
    • Daily
    • Weekly
    • Monthly
  2. Which day the bulk invoices are created

Invoices will automatically be created in the DRAFT state at 06:00 (Europe/London) based on the selected schedule.

Once approved, invoices will be automatically issued to customers.


Info
Xero Integration 
Each line item will also have the consignment number set in the description in xero

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