Batch Invoicing & Dates

[stephan]

Hi,

Does anyone use batch invoicing?

We would like to but find it practically unusable since you cant set the invoice date or the due dates.

Thoughts?

Thanks, Stephan.

[lpopejoy]

Re: Batch Invoicing & Dates

Yes, we use it. Just push one invoice from the "non-batch" method with the desired invoice date and due date. Then all invoices pushed using the batch method will match the last invoice created in QB.

[stephan]

Re: Batch Invoicing & Dates

We also need to limit the dates of the charge records to the previous month. Currently for the current month we manually un-tick them all as we go through each account.

We effectively always just invoice the last months charge records with the last day of the previous month as the invoice date with the due date of the 20th of the current month.

[lpopejoy]

Re: Batch Invoicing & Dates

You want to invoice anything that is completed and is unbilled, right?

[stephan]

Re: Batch Invoicing & Dates

Hi Luke,

Nope. Only last months charge records...

Regards, Steph.

[lpopejoy]

Re: Batch Invoicing & Dates

Hmm... I guess it makes sense then why you find it "practically unusable." :-) If it would be possible, you could consider just invoicing for charges on completed tickets - which would solve your problem, I believe.

[stephan]

Re: Batch Invoicing & Dates

Hi Luke,

It doesn't really work for long running projects which can sometimes run over 2 or 3 months..

Thanks, Steph.

[stephan]

Re: Batch Invoicing & Dates

Any chance we could get this improved for the next release?

[Support Team]

Re: Batch Invoicing & Dates

Your request was noted and will be considered.

Thank you.