Mass Invoice/Credit Note

Generate multiple invoices and credit notes via mass upload in the system. This involves setting the invoice/credit notes details and adding invoice/credit notes items including charge type, description and amounts.

Navigation

1. From the homepage, go to Finance module.

2. Navigate to the Accounts Receivable and Mass Invoice/Credit Note.

Guide

1. Click the Create New button.

2. Select the Business Entity from the list and set the Posting Date.

3. Set the Invoice/Credit Note details:

• Invoice/Credit Note Type
• Invoice/Credit Note Description
• Remarks

4. Click the Download Excel Template File button to download the template.

5. Populate the template:

• Customer Account Number
• Item Type
• Charge Type Name
• Description
• GL Account
• Item Type:
  • I - Invoice Item
  • C - Credit Note Item
• Unit Price
• Quantity
• Amount

6. Once done populating, click the Upload Excel File button.

7. Review the details, once okay click the Submit for Approval button.

Related Articles

• Invoice to Customer
• Reversal Of Invoice To Customer
• Credit Note To Customer
• Reversal Of Credit Note To Customer