Datagate: Generate Invoices for the Month
Written by Marissa Orsini
Updated at May 4th, 2023
Table of Contents
Scope
In this process, you can generate/regenerate transactions(recurring) for all the customers, group of customers or individual customer for the selected period.
Requirements
- Access to Datagate
- Navigate to the Invoicing page via the main menu
- In the Generate Invoices tab, select a To Date (date which you want to generate invoices up till)
- Select all or a few customers and click on Generate
- A new "Generate Invoices" menu will appear on the right - Select an Invoice Date
- Choose the Invoice Due Date - either the Agreement default or a Custom date
- In Invoice Transactions, you have a couple of different options - generally you want to select More options and Delete existing recurring transactions
- Generate transactions for invoices with no transactions - keep existing transactions and generate transactions have not generated yet
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More options:
- Generate transactions for all invoices -> Delete existing recurring transactions - will delete all the recurring transactions in the period and regenerate
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Do not generate transactions - no new transactions will be generated but existing transactions will be kept
- Click Generate button - invoices are generated with proper transactions and you are automatically taken to the Action Invoices tab with the newly generated invoices at the top
- Select the invoice(s) you just created from the list.
- Click the Actions Icon and select Email Selected.
