Setting Bulk Invoice at Billing Account Level

Setting Bulk Invoice at Billing Account Level

Setting Bulk Invoicing at Billing account level

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

How scheduling works:

If you select Weekly on Monday, the system will automatically collect all consignments that are:

  • Charges marked as Actual, and
  • Consignment status = Ready for Billing

It generates the bulk invoice at 06:00 on the scheduled day. Once the frequency is saved, that customer is set.

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
  • The invoice will be sent to the scheduler which runs every hour.
  • The invoice will automatically be emailed to the customer

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

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