How to Create Invoices From a List

1. Click on Invoicing > Invoices from a List

   

2. Select your criteria for the invoice list

   Select a new customer invoicing run check box and set your parameters, such as specifying the Book Period and percentage of vouched items. Then, click "Next Step".

   

3. Select All or individual invoices to include in your run

   Review the order list and select the orders to process. You can select multiple individual orders, single customers, or select "Check All" to select all orders that meet your parameters. Once all desired orders are selected, scroll down and click "Next Step".

   

4. Click on Next Step >

   

💡 Tip!

Tip! Please note that if all selected orders do not create customer invoices automatically, such as 10 of 15 invoices, click "Manually Process" to post the available invoices and repeat the process for the remaining orders.

5. Click on Finish Invoice Run

   

6. Click on Next Step >

   

7. Click on Finish

   You will see a list of invoices that have been created successfully. Aborted invoices are typically orders at $0.00 for which no invoice should be created.