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Run Billing (Bulk)
Smart Kx
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0 step
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58 seconds
1
Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
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Set all Pending invoices to Paid before proceeding with billing!
2
Go to All Custodians or a specific one
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3
Go to the "Invoices" tab
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Check for Pending invoices
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Click "Set as paid"
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Go to the "Contracts" tab
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Click the checkbox to select all active contracts
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Click "Bulk Invoice"
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Select the "Period Values"
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Select the "Period Range"
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Click "Calculate fees"
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Check the total fee revenue
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(optional) Click "Generate report" to view comprehensive billing information and insufficient cash alerts
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Click "Generate invoices"
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Confirm "Generate invoices"
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View newly generated invoices in the "Invoices" tab
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Click "Download Fee File" to export the file to send to custodian
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