Monthly Automated Invoicing is a highly efficient method for generating recurring invoices on a monthly basis, particularly suitable for customers with relatively stable billing information. While this feature is applicable to all customer segments, it is particularly advantageous for commercial customers, given the frequent updates in residential customer data. A recommended approach for the latter group is to employ bulk invoicing or Automatic Route Invoicing based on route, ensuring that invoices are not generated for non-active customers.
It is important to note that this automated invoicing feature will consistently generate invoices for your customers on a monthly basis until manually deactivated. You retain full control and flexibility as you can access and modify the automated invoice creation process or terminate it entirely by deleting or pausing these recurring invoices. Allow us to guide you through this process.
To create an automated invoice follow these steps.
1. Choose the customer.
2. Enter the amount for the invoice creation.
3. Enter the day of the month to repeat on.
4. If creating for routes, choose the route.
5. Enter any comments that need to be included when the invoice is created.
6. Click on Set Up Auto Invoice.
After you have set up an auto invoice it will be created every month on the day you specified. Lets talk about editing and deleting the automatic invoice creation.
Editing and Deleting Automatic Invoice Creation
To access the list of automatically generated invoices for each month, simply scroll down to the bottom of the page. From this interface, you have the flexibility to manage these invoices effectively. To swiftly remove an invoice from the list, just click the "Delete" button located on the far right.
Moreover, should you need to make any adjustments or modifications to the details of these automated invoices, you can do so by clicking on the "Edit Invoice" option. This action will redirect you to a dedicated page where you can seamlessly update all the relevant information. Additionally you can delete or pause any auto invoices before the actual invoice is created.