Generate monthly Invoices for a single customer

From the Main Navigation Menu, go to Finance and then ‘Generate Invoices’ This will open the Invoice Generator form Select the Training Provider for your Customer (This step is only relevant if you have multiple Training Providers) Ensure the ‘Date Range Type’ is set to ‘Use Booking Date’ Change the ‘Start Date’ so it is for the Start of the current month, and the ‘End Date’ is for the end of the current month Under the ‘Items to Invoice’ section, use the Drop down to select (if any) other items you also want to generate the Invoice for. For example, you can also generate Invoices for Placeholders, Fee’s and Purchase’s By default, Invoices will only be generated for Delegates. These options will allow additional items to be invoiced. The next section is ‘Invoice Options’, from the 'Group Invoices By' dropdown, select the appropriate option a. Booking Choosing this option will create one Invoice per Account, per booking. b. Course Choosing this option will create one Invoice per Account, per course date. c. Course Template Choosing this option will create one Invoice per Account, per course. d. Invoice Target Choosing this option will create one Invoice that combines all bookings made by the Account and its employees. Please note, that this does not include the bookings employees have made that are marked as "Private Bookings". You can choose to split the Invoices by PO Number and provide a Due Date if necessary Under the ‘Filters’ section, you can choose which Delegates Status to include for the Invoice, all statuses are selected by default You can filter by ‘Account’ or 'Account Group', and use the ‘Select’ button to choose the customer you wish to generate the Invoices for Once you are happy with your form, click the ‘Generate’ button in the top right-hand corner

From the Main Navigation Menu, go to ‘Finance’ and then ‘Invoices’ This will open the Invoices DataGrid You will see that the new Invoices you have generated will be at the top of the DataGrid, check to make sure they all have the status of ‘Temporary’

Once an Invoice has been committed, it cannot be deleted. Temporary Invoices can be deleted, however we do not recommend this. If you are unsure, please contact a member of our Support Team who will be able to help you with this.