How to Run a Batch Invoice
How to Run a Batch Invoice
Upon completion and approval of a service job, the daily system schedule within Synkd, will import the service job and apply the required Customer Class behaviour.
The service job will not be shown within the Transaction Queue, but instead, will accumulate within the 'Batch Billing' menu until the batch has been run.
Let's go through a typical process of sending End Of Month (EOM) Invoices;
1. In Synkd, navigate to the 'Batch Billing' menu
2. Select 'Get Data' in which the System will pull in any new service jobs from the Service Management platform.
3. Before running the batch, it is mandatory that you check the Transaction queue for any service job that need to be "Resolved".
If an invoice has not been "Resolved" and the Invoice Batch is run, that service job will not be included and the batch can't be reversed
4. Once all service jobs have been "Resolved" any service jobs part of the Batch Billing Class, will moved to the Batch Billing Menu, and will not appear in "Ready to Post" tab.
5. Navigate to 'Batch Billing' menu and select the required "Bill Jobs To:" date.
For Instance - selecting a date of 31/01/2019 would only include invoices completed up to 31/01/2019 to be batched, and will disregard any invoice(s) after that date.
6. Select Run on the Batch invoice class and allow the System to run the process. Depending on the amount of invoices it may take several minutes until the confirmation window is displayed.
7. Select "View" which will open the Transaction Queue,
8. Select "Post All" to push the Batch Invoices to the Financial System.
9. Open your Financial System, select invoices and either Email or Print as required.
If you would like to enquire on enabling Batch Billing on your account, please email Sales or call 1300 682 108.
Related Articles
What is Batch Invoicing?
What is Batch Invoicing? Batch Invoicing is the aggregation of a customer's total invoices, for a specified time period, and generated as one invoice, enabling the customer to make the 1 invoice payment. A common example is a Real Estate company who ...How to Invoice a Single Service Job From a Batch
How to Invoice a Single Service Job From a Batch Sometimes you may need to invoice a single job out of a batch invoice. To do this; 1. Navigate to the side menu, and select Service Jobs. We recommend using the "Get Data" button to ensure you have ...Invoices/Job sheets not emailing to customers in Pooltrackr
Invoices/Job sheets not emailing to customers in Pooltrackr If your customers are not receiving emails of either Job Reports or Invoices directly from Pooltrackr, please double check the email address is correct. If it is correct, and they are still ...How to generate an Invoice for a Sales Order
At the time of finalising Packing stage, an invoice will be automatically generated. If you wish to do this earlier in the process, open a Sales Order from the Sales Order Management home screen. From this screen you can either; Delete the order, ...How to view current scheduled invoices for Buy now-Pay later in MySpenda
Step 1. Select the "Bills" (1) section, while connected to Invigo (top left) Step 2. Select "Due Soon" (2), you will be able to see any invoices (3) that are scheduled for payment and when they are due.