Bulk -Billing Procedure

1)  Back up the data 

2)      From the Main Menu, select Invoicing > Invoice Bulk Line Item Posting

a)      Put a check in the box for Full Description.
b)      Invoice Date – put the first date of the month that you are billing for.
c)      In the Assignment Status box, select assigned units.
d)      Select your post type.
e)      Enter your Close Date, which is the last day of the month that you are billing for.
f)        Click the Search button.
g)      Click the Post button (this creates the line items to be posted).

3)      If you use late charges, click on the Late Charges tab.

a)      In the Exclude Sites With Late Charges, enter the first and last date of the month you are billing.
b)      Click the Select Sites button
c)      In the Search screen  change the Total Due to 1 thru 999,999.99
d)      Click Search
e)      Close the Search window by clicking on the X in the upper right-hand corner.
f)        Check in Apply Late Charge.
g)      Click Post.
h)      Click Exit.

4)      From the Main Menu, select Reports > Financial > Charges Tab

a)      Double click on the Open Charges List
b)      Review the charges for posting errors.

5)      From the Main Menu, select Invoicing > Invoice Generation

a)      Set Invoice Date to the first of the month you are invoicing for.
b)      Check Print Invoice checkbox.
c)      Press Search
d)      Press Post

6)      Invoices will print.