The Bulk Auto Invoice function allows users to add or modify Client Invoices in bulk based on specific criteria. This function operates differently based on the Payment Calculation Method and can only be executed before 8 AM or after 5 PM due to system performance considerations.
This guide provides instructions on how to use the Bulk Auto Invoice function for InvoiceA, InvoiceB, and InvoiceC methods.
Navigation:
Tools → Course Functions → Bulk Auto Invoice
Applies To: Enterprise | Plus | Basic
Key Considerations
- Applicable Payment Methods: This function only operates for sites where Payment Calculation Method is set to InvoiceA, InvoiceB, or InvoiceC.
- Processing Time Restrictions: Can only be run before 8 AM and after 5 PM to prevent interference with peak data entry operations.
- Last Name Grouping: Users must select a Last Name Group to limit the number of invoices processed at one time and prevent system timeout issues.
Invoice Processing Methods
InvoiceA Method
Functionality:
- Deletes and recreates Client invoices based on the selected criteria.
- Adds missing invoices where applicable.
Steps to Run InvoiceA Method:
- Select a Session → Only Client Assignments tagged to the selected Session will be processed. (Required)
- Select a Last Name Group → Limits processing to Clients whose last names start with the selected letter range. (Required)
- Click RUN to start the process.
- Click CANCEL to exit without making changes.
InvoiceB / InvoiceC Method
Functionality:
- Creates Client invoices only where missing based on selected criteria.
Steps to Run InvoiceB / InvoiceC Method:
-
Select a Session (Optional)
- Only Client Assignments tagged to the selected Session will be processed.
- If left blank, invoices will be created for Client Assignments not tagged to a Session.
- Select a Last Name Group → Limits processing to Clients whose last names start with the selected letter range. (Required)
- Click RUN to start the process.
- Click CANCEL to exit without making changes.
Conclusion
The Bulk Auto Invoice function streamlines invoice creation and modification for multiple clients simultaneously. By carefully selecting Sessions and Last Name Groups, users can efficiently generate invoices while minimizing system load. For further assistance, refer to related articles or contact support.