Make changes to a Billing Batch | Scribe

    Make changes to a Billing Batch

    • 15 steps |
    • 48 seconds
    • SwoolSwool
    1
    Click "System"
    2
    Click "Billing Batches"
    3
    Click "Edit"
    4
    To change the day the invoices generate update the "Billing day"
    5
    The target period of invoices can be updated, in this example the invoices are generated on the 25th for the next month.
    6
    Click the "Invoice due date days" field to update when the generated invoices become due
    7
    You can edit the message printed at the bottom of the invoice here.
    8
    Remember to save any changes
    9
    You can add multiple batches for clients with different billing rules.

    Allocating a Billing Batch to a Client

    10
    To allocate a billing batch other than the default to a client account click "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 to update the customer.