Run Billing (Bulk) | Scribe

Run Billing (Bulk)

  • Smart Kx |
  • 0 step |
  • 58 seconds
    Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
    Set all Pending invoices to Paid before proceeding with billing!
    Go to All Custodians
    Go to the "Invoices" tab
    Check for Pending invoices
    Click "Set as paid"
    Go to the "Contracts" tab
    Click the checkbox to select all active contracts
    Click "Bulk Invoice"
    Select the "Period Values"
    Select the "Period Range"
    Click "Calculate fees"
    Check the total fee revenue
    (optional) Click "Generate report" to view comprehensive billing information and insufficient cash alerts
    Click "Generate invoices"
    Confirm "Generate invoices"
    View newly generated invoices in the "Invoices" tab
    Click "Download Fee File" to export the file to send to custodian
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