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 or a specific one
      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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