Make changes to a Billing Batch | Scribe

    Make changes to a Billing Batch

    • 15 steps |
    • 48 seconds
    1
    Click "System"
    2
    Click "Billing Batches"
    3
    Click "Edit"
    4
    To change the day the invoices generate on update the "Billing day"
    5
    The target period of the invoices can be updated, in this example the invoices generate on the 25th for next month.
    6
    Click the "Invoice due date days" field to update when the invoices are due
    7
    You can update the message displayed on the invoice.
    8
    Save the updates
    9
    You can also add multiple batches for clients who like to pay on other days

    Allocating a Different Billing Batch to a Client

    10
    To allocate a billing batch other than the default to a client account select "Accounts"
    11
    Click "All Customers"
    12
    Click on the customer name
    13
    Click "Edit Account"
    14
    Click this dropdown and select the new billing batch
    15
    Click this button.