Setting Bulk Invoice at Billing Account Level

Setting Bulk Invoice at Billing Account Level


How scheduling works

If you select Weekly on Monday, the system will automatically create invoices that include:
  • Consignment with the status Ready for Billing
  • Revenue in the Actual state
It generates the bulk invoice at 06:00 on the scheduled day. Once the frequency is saved, that customer is set.

Setting The Schedule

To set the frequency for each customer please follow the following instructions. Setting at billing account level will override the default settings for bulk invoicing.
  • Go to Finance
  • Open the Billing Account
  • Click [ ACTIONS ] → [ EDIT ]
  • Select the frequency 
  • Select the day if applicable 
  • Click the [ SAVE ] button


Make sure consignments are eligible for bulk invoicing

For bulk invoicing to pick up charges:
  • On the consignment, mark the relevant charge codes as “Actual”
  • Go to the Instructions screen
  • Click Actions → Ready for Billing. The system will be told this is Ready for Billing until the next scheduled run.
  • The system at 6am will automatically create a draft invoice Finance Section

Checking and Sending the Bulk Invoice

Go to Finance → Draft Invoices.
When you’re happy it’s correct:
  • Open the Draft invoice
  • Click Change Status → Approved
Info
Approved invoices are automatically be emailed to the customer and marked as issued once an hour 


If you have any questions please email: support@cocoonfms.com

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