Generate monthly Invoices for a single customer

Steps to generate Invoices for a customer

1 Generate Unpaid Monthly Invoices
2 Check Your Invoices
3 FAQ’s

Related Help Guide Pages

Learn how to generate monthly Invoices for a Single Customer

Generating monthly invoices for customers is great for consistency, it keeps customers informed about their account status and simplifies tracking payments and financial reporting. It also establishes a regular billing routine, improving payment predictability and financial organisation for both your business and your customers.

Follow this page to learn the steps for generating monthly invoices for a single Customer

Generate Unpaid Monthly Invoices

Firstly, you will use the Invoice Generator to generate monthly unpaid Invoices for your Customers

Generate Invoices

This step will show you how to generate monthly unpaid Invoices using the ‘Invoice Generator’

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

Check Your Invoices

You will then check the Invoices to ensure that they have been generated correctly and with the status of ‘Temporary’

Check your Invoices

This step will show you how to Check that Invoices have been generated correctly using the Invoices DataGrid

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’

FAQ’s

How do I delete an Invoice I have generated by mistake?

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.

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