Generate One-Time Invoice for Multiple Profiles

Atlas can create multiple invoices in one procedure to save you from having to create the same invoice multiple times on multiple profiles. This feature is useful when the invoices that need to be created ARE NOT the type that will reoccur every year. For that need, use Billing Records and the Auto Generate Invoices features.

When used, this feature will create the exact same invoice for however many profiles you identify.

Follow these steps to create a One-Time Invoice for Multiple Profiles:

  1. Go to Revenue > Generate One Time Invoice for Multiple Profiles. The One-Time Invoice window will open.
  2. In the data grid, right-click and select Add Profiles. The Profile Selector window will open. Use any of the search options to load the Profiles for which you are creating the invoices in to the data grid.
  3. Use the Ctrl or Shift keys to highlight the Profiles you want to include, then click the Select button. This will bring the the profiles you selected in to the data grid on the One Time Invoice window. If necessary, you may use the right-click feature to remove profiles from the datagrid on this screen, or you can select Add Profiles again to bring more profiles in to the list.
  4. In the Invoice Line Items data grid, right-click and select Add Line Item. A new row will appear in the data grid.
  5. Click the cell in the Revenue Item Num column to select your Revenue Item from the drop-down menu.
  6. Fill in the all of the cells in the row that you need to complete. This includes Price, Description, Sold By, Commission, etc.
  7. If you have more line items to add, right click in the data grid and select Add Line Item. Repeat Steps 6 and 7 as many times as necessary.
  8. When the invoice is complete, click the Create Invoices button. The invoices will be automatically created for each Profile in the datagrid. When the process is complete, a confirmation email will be sent to the email address entered in the 'Email Address To Notify When Invoices Are Created' field.

Once the invoices have been created using this method, they will appear in each profile you've selected and you can work with them just as you would any other invoice.

Best Practices for Auto Generating Invoices for Multiple Profiles:

  • If all or some of these invoices have already been paid, use the Invoice Selector to pay them all in bulk
  • If the list of Profiles is difficult to create in one process, keep clicking Add Profiles to build your list incrementally
  • Pay attention to the Batch Number. You can retrieve and edit/delete all of these invoices later by using the Batch Number on the Invoice Selector.

 

 

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 This feature is included or available for purchase with the following Atlas packages.

 

 

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