Navigation: Admin Menu »» System Tools »» Auto Invoice Bulk
Applies To: Enterprise Plus Basic
Overview
This function is used to add or modify Client Invoices in bulk based on certain selected criteria.
- Only operates for sites set where Payment Calculation Method = InvoiceA, InvoiceB, or InvoiceC.
- Operates differently for InvoiceA and InvoiceB as noted below.
- Can only be run before 8 AM and after 5 PM due to the extensive processing required to run this function and possible interference during peak data entry times.
InvoiceA Method
- The function will delete and recreate Client invoices based on the criteria selected. The function will also add Client invoices where missing.
- Select a Session. Only the Client Assignments tagged to the Session selected will be added to an invoice. (Required)
- Select a Last Name Group. The letters signify the first letter of the Client last names. This option is used to reduce the number of invoices being processed at any one time and reduce the possibility of the function timing out from running too long. (Required)
- Click RUN to start the process or CANCEL to quit.
InvoiceB / InvoiceC Method
- The function will create Client invoices based on the criteria selected where Client invoices are missing.
- Select a Session. Only the Client Assignments tagged to the Session selected will be added to an invoice. When left blank, the function will create invoices for Client Assignments that are not tagged to a Session. (Optional)
- Select a Last Name Group. The letters signify the first letter of the Client last names. This option is used to reduce the number of invoices being processed at any one time and reduce the possibility of the function timing out from running too long. (Required)
- Click RUN to start the process or CANCEL to quit.