How to generate invoices using ‘Preview and Post Invoices’?

How to generate invoices using ‘Preview and Post Invoices’?

You can now generate bulk invoices as per the setup for any date of the month without having to fill any excel template.

Please follow the steps below to generate invoices using this option.

1. Go to Income Tracker > Member Income > Bulk Posting.
2. Click on ‘Preview and Post Invoices’.

3. Enter Previous Bill Date and the Preview Bill Date (the date on which invoices need to be posted). Enable the checkbox Calculate Simple Interest and submit.

4. Invoice details as per the setup along with the late payment interest will be listed in the table.

5. Scroll down to the bottom of the page and click ‘Post all of the above Invoices’ button.

If You have any Queries Please Raise a Support Ticket

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