Run Billing (Bulk) | Scribe

    Run Billing (Bulk)

    • Smart Kx |
    • 17 steps |
    • 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
      3
      Go to the "Invoices" tab
      4
      Check for Pending invoices
      5
      Click "Set as paid"
      6
      Go to the "Contracts" tab
      7
      Click the checkbox to select all active contracts
      8
      Click "Bulk Invoice"
      9
      Select the "Period Values"
      10
      Select the "Period Range"
      11
      Click "Calculate fees"
      12
      Check the total fee revenue
      13
      (optional) Click "Generate report" to view comprehensive billing information and insufficient cash alerts
      14
      Click "Generate invoices"
      15
      Confirm "Generate invoices"
      16
      View newly generated invoices in the "Invoices" tab
      17
      Click "Download Fee File" to export the file to send to custodian