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A video of this tutorial is available here.
The bulk billing process allows you to generate invoices for your repeat charges and rental units..
Some questions you have to ask yourself:
1. How do I bill.
2. Do I bill in advance? Do I bill in arrears?
3. Do I use prorated or fixed billing?
Convert the rental units to line items
1) The Bulk Line Item Charge Generation Form is used to bill for repeat charges or rental units. You can always open this form from the Main Menu: Invoicing > Invoice Bulk Line Item Posting.
All fields you can type into are colored yellow.
a) In the Invoice Date, put the date of the invoice.
b) Click the Search button.
c) In the Count, you will see how many units should be billed. If you get no number in the count, go back to the unit and look at the Bill To field.
d) Click the Post button
2) Now you have turned the rental units to line items. Now are ready to post the charges.
Print a report that will show you the open charges.
3) Go to Main Menu: Reports > Financial
4) Click on the Charge tab
a) Make sure that the charge date is between the charge dates of the invoices.
b) Click the Search button.
c) Double click on the Open Charge List Report
5) The report will open.
6)
Click on the print icon .
Post the unit charges that are line items and other line items
7) Go to Main Menu: Invoicing > Invoice Generation.
a) Put a check in the Print Invoice field on the right.
b) Click the Search button.
c) Click the Post button.
8) You will see the invoices now
9)
Click the print icon and the invoices will
print.