Create and Post Contracts on bulk mode

For convenience and automation reasons we offer the option to bulk process invoice creation. Using this action opens a wizard that leads through the process of bulk processing.

Setting up bulk action

• Next Invoice Creation First you need to deceide for which period the bulk action shoiuld be performed. Enter a From Date and a To Date so that the action can filter your selection.

• Apply document dates Set this optiom to true to enter the Document Date and the Posting Date to be used for the posted sales invoices.

• Apply optional filters If the filter options above are not enough for selecting the Sales Contracts that should be invoices via bulk, adding additional optional filters is possible:

• Contract Labels: Filter for one or more Contract labels
• Customer No.: Filter for a specific Customer
• Time of Payment: Filter for all Sales Contracts with a Time of Payment In Arrears or In Advance
• Subscripton Period: Filter for Monthly, Yearly or Custom periods.

Confirm the selection

After setting up the filters a list of Sales Contracts will be shown that match the criteria. It is now possible to select the lines that should be invoiced via bulk mode.

Generate Posted Sales Invoices

All Posted Invoices out of the bulk mode are shown and are available trough the list of all Posted Sales Invoices.