Batch Import Cutover Invoices
23 steps
50 seconds
In order to Batch Import the Cutover Invoices a Marketing and Service invoiceable Item for Cutover Invoices needs to have been created. Instructions can be found on the Scribe named "Agents A/R Cutover". To review, please click on[this link](https://scribehow.com/shared/Agents_AR_Cutover__EYMsVb_1QCC7aTvsDuV5_g).
Create the Report to Upload
1
Click the "Invoices" tab.
2
Click the "Open Invoices" option.
3
Click "Toggle Dropdown" on the "New Invoice" button.
4
Click "Batch Import Invoice"
5
Click "Download Import template"
6
Click "Close"
7
The System will download an import template report.
8
Fill in the information on the sample report. \ The Agent Name does not need to be an exact match, since the system uses the Agent Email field as an identifier. \ The MLS ID column can be left blank.
To avoid charging the credit card for agents on autopay, you set both the **Invoice Date** and the **Due Date** as the **Cutover Date**, which should be a past date. This ensures the system doesn’t process a new payment request, as it sees the invoice as already due. By using a past date, it effectively skips the autopay feature for those agents.
Follow the steps below to retrieve the Item Reference Number for the Cutover Marketing and Service
9
Click "Marketing & Services" Item.
10
Click the "Search Name" field and look up the item.
11
When the result populates, click on the "Action" button.
12
Highlight the URL parameter after the forward slash in the URL.
13
Paste the URL Parameter on the "ItemRef" column.
Upload the Batch Import Invoice Report
14
Click the "Open Invoices" option under the "Invoices" tab.
15
Click "Toggle Dropdown"
16
Click "Batch Import Invoice"
17
Click the "Browse" button.
18
Select the Batch Import Invoice Report.
19
Click "Upload"
20
A table will populate with the details for the invoices to be imported.
21
Click "Import"
22
Click "OK"
23
The system will create an invoice for each row on the Batch Import Invoice Report.
Batch Import Cutover Invoices
23 steps
50 seconds
In order to Batch Import the Cutover Invoices a Marketing and Service invoiceable Item for Cutover Invoices needs to have been created. Instructions can be found on the Scribe named "Agents A/R Cutover". To review, please click on[this link](https://scribehow.com/shared/Agents_AR_Cutover__EYMsVb_1QCC7aTvsDuV5_g).
Create the Report to Upload
1
Click the "Invoices" tab.
2
Click the "Open Invoices" option.
3
Click "Toggle Dropdown" on the "New Invoice" button.
4
Click "Batch Import Invoice"
5
Click "Download Import template"
6
Click "Close"
7
The System will download an import template report.
8
Fill in the information on the sample report. \ The Agent Name does not need to be an exact match, since the system uses the Agent Email field as an identifier. \ The MLS ID column can be left blank.
To avoid charging the credit card for agents on autopay, you set both the **Invoice Date** and the **Due Date** as the **Cutover Date**, which should be a past date. This ensures the system doesn’t process a new payment request, as it sees the invoice as already due. By using a past date, it effectively skips the autopay feature for those agents.
Follow the steps below to retrieve the Item Reference Number for the Cutover Marketing and Service
9
Click "Marketing & Services" Item.
10
Click the "Search Name" field and look up the item.
11
When the result populates, click on the "Action" button.
12
Highlight the URL parameter after the forward slash in the URL.
13
Paste the URL Parameter on the "ItemRef" column.
Upload the Batch Import Invoice Report
14
Click the "Open Invoices" option under the "Invoices" tab.
15
Click "Toggle Dropdown"
16
Click "Batch Import Invoice"
17
Click the "Browse" button.
18
Select the Batch Import Invoice Report.
19
Click "Upload"
20
A table will populate with the details for the invoices to be imported.
21
Click "Import"
22
Click "OK"
23
The system will create an invoice for each row on the Batch Import Invoice Report.
